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 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.86K- 4.8% |
$158K - $201K
|
76.7K
$4.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.9K- 16.06% |
$160K - $203K
|
20.4K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.91K- 26.79% |
$160K - $204K
|
10.7K
$605K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.97K- 48.98% |
$162K - $207K
|
4.13K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-4.26K- 6.47% |
$174K - $222K
|
61.7K
$3.49M
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.46K- 5.73% |
$183K - $232K
|
73.5K
$4.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.9K- 6.15% |
$200K - $255K
|
74.7K
$4.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-4.91K- 10.06% |
$201K - $256K
|
43.9K
$2.49M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.98K- 3.51% |
$204K - $259K
|
137K
$7.76M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.18K- 13.16% |
$212K - $270K
|
34.1K
$1.93M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-5.18K- 21.83% |
$212K - $270K
|
18.5K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.2K- 42.72% |
$213K - $271K
|
6.97K
$395K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-5.72K- 44.3% |
$234K - $298K
|
7.19K
$407K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.83K- 17.4% |
$239K - $304K
|
27.7K
$1.57M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-5.83K- 83.33% |
$239K - $304K
|
1.17K
$66.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-6.25K- 11.62% |
$256K - $326K
|
47.6K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-6.46K- 20.48% |
$264K - $336K
|
25.1K
$1.42M
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.51K- 38.43% |
$266K - $339K
|
10.4K
$590K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-6.56K- 12.97% |
$268K - $342K
|
44K
$2.49M
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.72K- 10.93% |
$275K - $350K
|
54.7K
$3.1M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.72K- 6.45% |
$275K - $350K
|
97.4K
$5.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.78K- 7.82% |
$278K - $353K
|
79.9K
$4.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-6.83K- 7.53% |
$279K - $356K
|
83.9K
$4.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-6.86K- 16.34% |
$281K - $357K
|
35.1K
$1.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-7.1K- 13.96% |
$291K - $370K
|
43.8K
$2.48M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.68K- 3.81% |
$314K - $400K
|
194K
$11M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-8.11K- 23.13% |
$332K - $422K
|
26.9K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
SELL
|
- |
-8.9K- 93.45% |
$364K - $464K
|
624
$35.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.47K- 15.72% |
$388K - $493K
|
50.8K
$2.87M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10.5K- 23.83% |
$428K - $545K
|
33.5K
$1.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-11.6K- 37.81% |
$475K - $605K
|
19.1K
$1.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 15.2% |
$479K - $610K
|
65.3K
$3.7M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-12.7K- 28.87% |
$519K - $660K
|
31.2K
$1.77M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-13.8K- 39.38% |
$565K - $719K
|
21.2K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-14K- 6.32% |
$574K - $731K
|
208K
$11.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-15K- 3.98% |
$614K - $782K
|
361K
$20.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-15.4K- 39.56% |
$631K - $803K
|
23.6K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-17.5K- 16.9% |
$717K - $913K
|
86.2K
$4.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-18.1K- 6.46% |
$742K - $944K
|
262K
$14.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-18.4K- 8.46% |
$755K - $961K
|
199K
$11.3M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-19.5K- 2.08% |
$799K - $1.02M
|
917K
$51.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-21.5K- 84.34% |
$881K - $1.12M
|
4K
$226K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-22K- 28.63% |
$902K - $1.15M
|
54.9K
$3.11M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-22.9K- 56.2% |
$938K - $1.19M
|
17.8K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23K- 82.76% |
$940K - $1.2M
|
4.79K
$271K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-23.7K- 73.7% |
$969K - $1.23M
|
8.44K
$478K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.3K- 10.75% |
$995K - $1.27M
|
202K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-24.4K- 22.97% |
$998K - $1.27M
|
81.7K
$4.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.2K- 24.75% |
$1.03M - $1.31M
|
76.7K
$4.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-25.8K- 10.98% |
$1.06M - $1.34M
|
209K
$11.8M
|