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 11, 2025
Q2 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
53+ 1.16% |
$2.17K - $2.76K
|
4.62K
$262K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
51+ 0.71% |
$2.09K - $2.66K
|
7.24K
$410K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
45+ 45.0% |
$1.84K - $2.34K
|
145
$8.21K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
41+ 0.5% |
$1.68K - $2.14K
|
8.22K
$466K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$1.56K - $1.98K
|
38
$2.15K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
36+ 3.08% |
$1.47K - $1.88K
|
1.2K
$68.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.25% |
$1.39K - $1.77K
|
13.5K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
22+ 0.69% |
$901 - $1.15K
|
3.19K
$181K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
20+ 0.16% |
$819 - $1.04K
|
12.6K
$715K
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
18+ 4.47% |
$737 - $938
|
421
$23.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
12+ 9.3% |
$491 - $625
|
141
$7.99K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11+ 11.34% |
$450 - $573
|
108
$6.12K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11New |
$450 - $573
|
11
$623
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.2% |
$409 - $521
|
4.99K
$283K
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4+ 0.09% |
$164 - $208
|
4.59K
$260K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
3+ 0.01% |
$123 - $156
|
31.3K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.27% |
$81.9 - $104
|
735
$41.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.12% |
$40.9 - $52.1
|
821
$46.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$40.9 - $52.1
|
4.82K
$273K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9- 4.74% |
$368 - $469
|
181
$10.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-19- 0.17% |
$778 - $990
|
11.1K
$626K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-20- 2.15% |
$819 - $1.04K
|
910
$51.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-25- 0.19% |
$1.02K - $1.3K
|
13.1K
$742K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 0.02% |
$1.6K - $2.03K
|
256K
$14.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-44- 0.72% |
$1.8K - $2.29K
|
6.07K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-50- 0.55% |
$2.05K - $2.61K
|
9.05K
$513K
|
|
|
Jul 22, 2025
Q2 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-55- 0.54% |
$2.25K - $2.87K
|
10.1K
$570K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-56- 44.8% |
$2.29K - $2.92K
|
69
$3.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-63- 1.42% |
$2.58K - $3.28K
|
4.36K
$247K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-81- 1.45% |
$3.32K - $4.22K
|
5.52K
$313K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-99- 0.11% |
$4.05K - $5.16K
|
91.5K
$5.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-102- 6.42% |
$4.18K - $5.31K
|
1.49K
$84.3K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-106- 0.44% |
$4.34K - $5.52K
|
24.1K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-107- 32.04% |
$4.38K - $5.57K
|
227
$12.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-111- 0.54% |
$4.54K - $5.78K
|
20.4K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-114- 1.77% |
$4.67K - $5.94K
|
6.34K
$359K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-135- 2.14% |
$5.53K - $7.03K
|
6.18K
$350K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-183- 0.57% |
$7.49K - $9.53K
|
31.9K
$1.81M
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-227- 2.08% |
$9.29K - $11.8K
|
10.7K
$606K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-238- 90.15% |
$9.74K - $12.4K
|
26
$1.47K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-273- 1.3% |
$11.2K - $14.2K
|
20.7K
$1.17M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-281- 35.61% |
$11.5K - $14.6K
|
508
$28.8K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-298- 2.17% |
$12.2K - $15.5K
|
13.5K
$762K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-320- 6.18% |
$13.1K - $16.7K
|
4.86K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-394- 2.96% |
$16.1K - $20.5K
|
12.9K
$731K
|
|
|
Aug 07, 2025
Q2 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-395- 5.73% |
$16.2K - $20.6K
|
6.5K
$368K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-404- 5.12% |
$16.5K - $21K
|
7.48K
$424K
|
|
|
Aug 04, 2025
Q2 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-450- 1.5% |
$18.4K - $23.4K
|
29.6K
$1.68M
|