Purchases and Sales Made in Q4 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 Q4 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
Feb 08, 2024 Q4 2023
Main Street Financial Solutions, LLC

BUY
 -
100
+ 1.11%
$3.29K - $3.78K
9.1K $463K
Jan 30, 2024 Q4 2023
Archer Investment Corp

BUY
 -
66
+ 6.41%
$2.17K - $2.5K
1.1K $55.8K
Mar 01, 2024 Q4 2023
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
39
New
$1.28K - $1.48K
39 $1.99K
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
39
+ 0.43%
$1.28K - $1.48K
9.18K $468K
Jan 26, 2024 Q4 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
28
+ 0.24%
$920 - $1.06K
11.9K $607K
Feb 14, 2024 Q4 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
23
+ 0.09%
$756 - $870
24.5K $1.25M
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
16
+ 0.2%
$526 - $605
8.1K $413K
Feb 05, 2024 Q4 2023
Brighton Jones LLC

BUY
 -
15
+ 0.23%
$493 - $568
6.47K $329K
Feb 06, 2024 Q4 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
11
+ 0.2%
$362 - $416
5.38K $274K
May 15, 2024 Q4 2023
Clear Point Advisors Inc.

Melville, NY
BUY
 -
10
New
$329 - $378
10 $509
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
2
+ 0.19%
$65.7 - $75.7
1.05K $53.3K
Jan 25, 2024 Q4 2023
Pinnacle Bancorp, Inc.

BUY
 -
2
+ 0.29%
$65.7 - $75.7
687 $35K
Feb 09, 2024 Q4 2023
Parallel Advisors, LLC

BUY
 -
2
+ 0.72%
$65.7 - $75.7
278 $14.2K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-15
- 0.02%
$493 - $568
64.2K $3.27M
Jan 31, 2024 Q4 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-18
- 1.43%
$592 - $681
1.24K $63K
Jan 16, 2024 Q4 2023
Nova Point Capital, LLC

SELL
 -
-18
- 0.25%
$592 - $681
7.25K $369K
Feb 06, 2024 Q4 2023
Summit Asset Management, LLC

Memphis, TN
SELL
 -
-25
- 0.19%
$822 - $946
13.3K $678K
Feb 01, 2024 Q4 2023
Capital Investment Advisory Services, LLC

SELL
 -
-49
- 4.98%
$1.61K - $1.85K
935 $47.6K
Feb 12, 2024 Q4 2023
Benedetti & Gucer, Inc.

SELL
 -
-99
- 1.07%
$3.25K - $3.75K
9.18K $467K
Feb 14, 2024 Q4 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
SELL
 -
-104
- 1.11%
$3.42K - $3.94K
9.22K $470K
Feb 28, 2024 Q4 2023
Ep Wealth Advisors, LLC

Torrance, CA
SELL
 -
-154
- 3.56%
$5.06K - $5.83K
4.17K $212K
Jan 11, 2024 Q4 2023
Trilogy Capital Inc.

SELL
 -
-158
- 0.83%
$5.19K - $5.98K
19K $966K
Feb 12, 2024 Q4 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-167
- 1.43%
$5.49K - $6.32K
11.5K $586K
Jan 09, 2024 Q4 2023
Seneca House Advisors

SELL
 -
-202
- 1.14%
$6.64K - $7.64K
17.5K $893K
Jun 26, 2024 Q4 2023
Financial Gravity Asset Management, Inc.

SELL
 -
-207
- 8.99%
$6.8K - $7.83K
2.1K $107K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-208
- 67.53%
$6.84K - $7.87K
100 $5.09K
Feb 05, 2024 Q4 2023
Great Valley Advisor Group, Inc.

SELL
 -
-239
- 0.31%
$7.86K - $9.04K
76.9K $3.92M
Jan 17, 2024 Q4 2023
Ifg Advisory, LLC

SELL
 -
-242
- 1.3%
$7.95K - $9.16K
18.4K $937K
Feb 02, 2024 Q4 2023
Simplex Trading, LLC

SELL
 -
-297
- 50.6%
$9.76K - $11.2K
290 $14.8K
Feb 01, 2024 Q4 2023
Cwm, LLC

SELL
 -
-348
- 11.49%
$11.4K - $13.2K
2.68K $136K
Feb 07, 2024 Q4 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-373
- 0.69%
$12.3K - $14.1K
53.5K $2.73M
Jan 23, 2024 Q4 2023
Steel Peak Wealth Management LLC

SELL
 -
-400
- 2.89%
$13.1K - $15.1K
13.4K $684K
Feb 09, 2024 Q4 2023
Main Street Investment Advisors LLC

SELL
 -
-535
- 5.88%
$17.6K - $20.2K
8.57K $436K
Jan 03, 2024 Q4 2023
Massmutual Trust CO Fsb

SELL
 -
-535
- 5.88%
$17.6K - $20.2K
8.57K $436K
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

SELL
 -
-571
- 9.34%
$18.8K - $21.6K
5.55K $282K
Jan 31, 2024 Q4 2023
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-664
- 1.42%
$21.8K - $25.1K
46.1K $2.35M
Feb 07, 2024 Q4 2023
Johnson Investment Counsel Inc

Cincinnati, OH
SELL
 -
-698
- 0.39%
$22.9K - $26.4K
180K $9.16M
Feb 14, 2024 Q4 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-700
- 4.71%
$23K - $26.5K
14.2K $721K
Jan 24, 2024 Q4 2023
Allworth Financial LP

SELL
 -
-740
- 18.23%
$24.3K - $28K
3.32K $169K
Feb 09, 2024 Q4 2023
Financial Services Advisory Inc

SELL
 -
-795
- 2.5%
$26.1K - $30.1K
31.1K $1.58M
Jan 22, 2024 Q4 2023
Aspire Wealth Management Corp

Waltham, MA
SELL
 -
-822
- 1.91%
$27K - $31.1K
42.2K $2.15M
Jan 22, 2024 Q4 2023
Zimmermann Investment Management & Planning LLC

SELL
 -
-853
- 11.73%
$28K - $32.3K
6.42K $327K
Jan 05, 2024 Q4 2023
Selective Wealth Management, Inc.

SELL
 -
-914
- 7.56%
$30K - $34.6K
11.2K $569K
Jan 30, 2024 Q4 2023
Bison Wealth, LLC

SELL
 -
-937
- 3.98%
$30.8K - $35.5K
22.6K $1.15M
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-1.18K
- 6.44%
$38.9K - $44.8K
17.2K $876K
Feb 12, 2024 Q4 2023
Viawealth, LLC

Overland Park, KS
SELL
 -
-1.3K
- 9.21%
$42.7K - $49.2K
12.8K $652K
Mar 28, 2024 Q4 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-1.45K
- 4.9%
$47.7K - $54.9K
28.2K $1.43M
Jan 22, 2024 Q4 2023
Hutchens & Kramer Investment Management Group, LLC

Carmel, IN
SELL
 -
-1.6K
- 2.12%
$52.6K - $60.5K
73.9K $3.76M

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