Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (XLG)

XLG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 2023. 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
Oct 23, 2023 Q3 2023
Balboa Wealth Partners

Newport Beach, CA
BUY
 -
8.28K
+ 900.0%
$280K - $2.93M
9.2K $474K
Oct 31, 2023 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
8.19K
+ 900.0%
$277K - $2.9M
9.1K $469K
Nov 02, 2023 Q3 2023
Main Street Financial Solutions, LLC

BUY
 -
8.1K
+ 900.0%
$274K - $2.87M
9K $464K
Oct 03, 2023 Q3 2023
Massmutual Trust CO Fsb

BUY
 -
8.02K
+ 745.72%
$271K - $2.84M
9.1K $469K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
8.02K
New
$271K - $2.84M
8.02K $414K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
7.98K
New
$270K - $2.83M
7.98K $412K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
7.97K
+ 900.0%
$269K - $2.82M
8.85K $456K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
7.77K
+ 882.95%
$263K - $2.75M
8.65K $446K
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
7.68K
+ 901.76%
$260K - $2.72M
8.54K $440K
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
7.49K
+ 816.58%
$253K - $2.65M
8.41K $433K
May 15, 2024 Q3 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
7.28K
+ 903.23%
$246K - $2.58M
8.09K $417K
Nov 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
7.22K
+ 900.0%
$244K - $2.56M
8.02K $414K
Nov 06, 2023 Q3 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
7.17K
+ 900.0%
$242K - $2.54M
7.97K $411K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
7.13K
+ 35635.0%
$241K - $2.53M
7.15K $369K
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
6.9K
+ 909.35%
$233K - $2.45M
7.66K $395K
Oct 31, 2023 Q3 2023
Zimmermann Investment Management & Planning LLC

BUY
 -
6.55K
+ 904.01%
$221K - $2.32M
7.27K $375K
Oct 18, 2023 Q3 2023
Nova Point Capital, LLC

BUY
 -
6.54K
+ 900.0%
$221K - $2.32M
7.27K $375K
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
6.5K
New
$220K - $2.3M
6.5K $335K
Nov 15, 2023 Q3 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
6.42K
New
$217K - $2.28M
6.42K $331K
Oct 19, 2023 Q3 2023
Retireful, LLC

BUY
 -
6.4K
+ 98.8%
$216K - $2.27M
12.9K $664K
Nov 14, 2023 Q3 2023
Kpp Advisory Services LLC

Louisville, KY
BUY
 -
6.39K
New
$216K - $2.26M
6.39K $330K
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
6.04K
+ 742.56%
$204K - $2.14M
6.85K $353K
Nov 14, 2023 Q3 2023
Jane Street Group, LLC

New York, NY
BUY
 -
5.98K
New
$202K - $2.12M
5.98K $309K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
5.81K
+ 902.17%
$196K - $2.06M
6.45K $333K
Nov 15, 2023 Q3 2023
Belpointe Asset Management LLC

BUY
 -
5.54K
+ 954.48%
$187K - $1.96M
6.12K $315K
Oct 31, 2023 Q3 2023
Moloney Securities Asset Management, LLC

BUY
 -
5.51K
+ 900.0%
$186K - $1.95M
6.12K $316K
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
5.2K
+ 861.09%
$176K - $1.84M
5.81K $299K
Nov 13, 2023 Q3 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.81K
+ 870.34%
$163K - $1.71M
5.37K $277K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
4.62K
+ 863.55%
$156K - $1.64M
5.16K $266K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
4.1K
New
$139K - $1.45M
4.1K $212K
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
3.65K
+ 900.0%
$124K - $1.29M
4.06K $209K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
3.5K
+ 1157.95%
$118K - $1.24M
3.8K $196K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
3.34K
+ 899.46%
$113K - $1.18M
3.71K $191K
Oct 13, 2023 Q3 2023
S.A. Mason LLC

BUY
 -
3.1K
New
$105K - $1.1M
3.1K $160K
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
2.98K
+ 978.95%
$101K - $1.05M
3.28K $169K
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
2.97K
+ 900.0%
$100K - $1.05M
3.3K $170K
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
2.76K
+ 1029.85%
$93.3K - $978K
3.03K $156K
Nov 14, 2023 Q3 2023
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
2.61K
+ 900.0%
$88.2K - $925K
2.9K $150K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
2.54K
+ 900.0%
$85.8K - $899K
2.82K $145K
Nov 13, 2023 Q3 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
2.54K
New
$85.7K - $898K
2.54K $131K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
2.03K
New
$68.6K - $719K
2.03K $105K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
1.89K
+ 900.0%
$63.9K - $670K
2.1K $108K
Nov 06, 2023 Q3 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.76K
+ 900.0%
$59.3K - $622K
1.95K $101K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
1.56K
+ 900.0%
$52.6K - $552K
1.73K $89.2K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
1.45K
New
$49.1K - $515K
1.45K $74.9K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.26K
New
$42.5K - $445K
1.26K $64.8K
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
1.1K
New
$37.2K - $390K
1.1K $56.7K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
1.04K
New
$35.2K - $369K
1.04K $53.6K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
934
+ 849.09%
$31.6K - $331K
1.04K $53.8K

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