Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (XLG)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
927+ 900.0% |
$31.3K - $328K
|
1.03K
$52.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
900+ 900.0% |
$30.4K - $319K
|
1K
$50.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
886+ 904.08% |
$29.9K - $314K
|
984
$50.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
855+ 900.0% |
$28.9K - $303K
|
950
$48.4K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
766+ 901.18% |
$25.9K - $271K
|
851
$43.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
750New |
$25.3K - $266K
|
750
$38.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
605+ 172.86% |
$20.4K - $214K
|
955
$48.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
598+ 687.36% |
$20.2K - $212K
|
685
$34.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
587New |
$19.8K - $208K
|
587
$29.9K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
535+ 6.25% |
$18.1K - $190K
|
9.1K
$463K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
324+ 900.0% |
$11K - $115K
|
360
$18.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
315+ 900.0% |
$10.6K - $112K
|
350
$17.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
308New |
$10.4K - $109K
|
308
$15.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
297+ 900.0% |
$10K - $105K
|
330
$16.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
290New |
$9.8K - $103K
|
290
$14.8K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
249+ 922.22% |
$8.42K - $88.2K
|
276
$14.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
249+ 922.22% |
$8.42K - $88.2K
|
276
$14.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
230New |
$7.77K - $81.5K
|
230
$11.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
207+ 900.0% |
$7K - $73.4K
|
230
$11.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
190New |
$6.42K - $67.3K
|
190
$9.67K
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
171+ 900.0% |
$5.78K - $60.6K
|
190
$9.67K
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
135+ 900.0% |
$4.56K - $47.8K
|
150
$7.64K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
57New |
$1.93K - $20.2K
|
57
$2.9K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30New |
$1.01K - $10.6K
|
30
$1.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
BUY
|
- |
19+ 950.0% |
$642 - $6.73K
|
21
$1.07K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-83- 0.11% |
$2.81K - $29.4K
|
77.9K
$3.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-2.92K- 66.53% |
$98.8K - $1.04M
|
1.47K
$74.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.4K- 21.7% |
$182K - $1.91M
|
19.5K
$992K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-6.18K- 24.42% |
$209K - $2.19M
|
19.1K
$974K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.51K- 2.86% |
$220K - $2.31M
|
221K
$11.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-918K- 98.19% |
$31M - $325M
|
16.9K
$862K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.69M- 99.74% |
$57.1M - $598M
|
4.33K
$220K
|