Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2025. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
891+ 19.44% |
$36.5K - $46.4K
|
5.47K
$310K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
836+ 7.7% |
$34.2K - $43.6K
|
11.7K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
810+ 16.55% |
$33.2K - $42.2K
|
5.7K
$323K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
783+ 7.5% |
$32.1K - $40.8K
|
11.2K
$636K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
704+ 109.66% |
$28.8K - $36.7K
|
1.35K
$76.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
663New |
$27.1K - $34.5K
|
663
$37.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
625+ 9.51% |
$25.6K - $32.6K
|
7.2K
$408K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
612+ 6.79% |
$25.1K - $31.9K
|
9.63K
$545K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
612+ 6.76% |
$25.1K - $31.9K
|
9.66K
$547K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
603New |
$24.7K - $31.4K
|
603
$34.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
569+ 140.84% |
$23.3K - $29.6K
|
973
$55.1K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
564+ 248.46% |
$23.1K - $29.4K
|
791
$44.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
541+ 6.03% |
$22.1K - $28.2K
|
9.51K
$539K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
360New |
$14.7K - $18.8K
|
360
$20.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
341+ 0.06% |
$14K - $17.8K
|
533K
$30.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
338New |
$13.8K - $17.6K
|
338
$19.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
324+ 4.22% |
$13.3K - $16.9K
|
7.99K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
315+ 3.73% |
$12.9K - $16.4K
|
8.76K
$496K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
303+ 36.77% |
$12.4K - $15.8K
|
1.13K
$63.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
297+ 0.78% |
$12.2K - $15.5K
|
38.5K
$2.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
271+ 1.19% |
$11.1K - $14.1K
|
23K
$1.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
259New |
$10.6K - $13.5K
|
259
$14.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
257+ 1.45% |
$10.5K - $13.4K
|
18K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
238+ 1.95% |
$9.74K - $12.4K
|
12.4K
$704K
|
|
|
Aug 05, 2025
Q2 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
229+ 0.5% |
$9.38K - $11.9K
|
46.5K
$2.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
217+ 13.26% |
$8.88K - $11.3K
|
1.85K
$105K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
215+ 3.25% |
$8.8K - $11.2K
|
6.84K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
215+ 2.93% |
$8.8K - $11.2K
|
7.56K
$428K
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
210+ 2.22% |
$8.6K - $10.9K
|
9.66K
$547K
|
|
|
Aug 12, 2025
Q2 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
208+ 70.27% |
$8.52K - $10.8K
|
504
$28.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
200New |
$8.19K - $10.4K
|
200
$11.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
188+ 0.85% |
$7.7K - $9.79K
|
22.3K
$1.27M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
166New |
$6.8K - $8.65K
|
166
$9.4K
|
|
|
Aug 01, 2025
Q2 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
162+ 0.37% |
$6.63K - $8.44K
|
44.2K
$2.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
142New |
$5.81K - $7.4K
|
142
$8.04K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
131New |
$5.36K - $6.83K
|
131
$7.42K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
130+ 7.14% |
$5.32K - $6.77K
|
1.95K
$110K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
123+ 0.92% |
$5.04K - $6.41K
|
13.5K
$766K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
118New |
$4.83K - $6.15K
|
118
$6.68K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
108+ 1.01% |
$4.42K - $5.63K
|
10.8K
$610K
|
|
|
Aug 04, 2025
Q2 2025
|
Fortune 45 LLC
|
BUY
|
- |
104+ 0.95% |
$4.26K - $5.42K
|
11.1K
$628K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
104+ 0.69% |
$4.26K - $5.42K
|
15.1K
$856K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
90+ 0.79% |
$3.68K - $4.69K
|
11.6K
$654K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
74New |
$3.03K - $3.86K
|
74
$4.19K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
72+ 11.11% |
$2.95K - $3.75K
|
720
$40.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
62+ 0.62% |
$2.54K - $3.23K
|
10K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 0.72% |
$2.46K - $3.13K
|
8.42K
$477K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
60+ 1.01% |
$2.46K - $3.13K
|
6K
$340K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
60New |
$2.46K - $3.13K
|
60
$3.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
57+ 0.89% |
$2.33K - $2.97K
|
6.44K
$365K
|