Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 2024. 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 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
4.56K+ 72.8% |
$214K - $235K
|
10.8K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
4.41K+ 14.81% |
$207K - $227K
|
34.2K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.3KNew |
$202K - $222K
|
4.3K
$201K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.29KNew |
$202K - $222K
|
4.29K
$201K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.27K+ 1.44% |
$200K - $220K
|
301K
$14.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
4.21KNew |
$198K - $217K
|
4.21K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
4.12KNew |
$193K - $213K
|
4.12K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.09KNew |
$192K - $211K
|
4.09K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.01KNew |
$188K - $207K
|
4.01K
$187K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4KNew |
$188K - $206K
|
4K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.8K+ 14.31% |
$178K - $196K
|
30.3K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.75K+ 51.28% |
$176K - $193K
|
11.1K
$517K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3.74K+ 4.66% |
$175K - $193K
|
84K
$3.93M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.68K+ 63.87% |
$173K - $190K
|
9.45K
$442K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.4K+ 5.64% |
$160K - $176K
|
63.7K
$2.98M
|
|
|
Feb 12, 2025
Q4 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.37K+ 10.76% |
$158K - $174K
|
34.7K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
3.29KNew |
$154K - $170K
|
3.29K
$154K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
3.11K+ 1.28% |
$146K - $160K
|
245K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.1K+ 32.35% |
$145K - $160K
|
12.7K
$592K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
3.02K+ 26.66% |
$142K - $156K
|
14.4K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.96K+ 0.77% |
$139K - $153K
|
387K
$18.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
BUY
|
- |
2.95K+ 1.07% |
$139K - $152K
|
278K
$13M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.85K+ 46.58% |
$134K - $147K
|
8.97K
$419K
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.81K+ 45.55% |
$132K - $145K
|
8.98K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.68K+ 4.49% |
$126K - $138K
|
62.4K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.58K+ 14.76% |
$121K - $133K
|
20.1K
$939K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.46K+ 1.48% |
$115K - $127K
|
168K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.38K+ 16.47% |
$112K - $123K
|
16.8K
$786K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.29K+ 37.42% |
$108K - $118K
|
8.42K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.21K+ 78.23% |
$104K - $114K
|
5.03K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2K+ 28.17% |
$93.9K - $103K
|
9.1K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.81K+ 10.04% |
$85.1K - $93.6K
|
19.9K
$930K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.79K+ 1.12% |
$84.1K - $92.5K
|
162K
$7.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.76K+ 3.72% |
$82.7K - $90.9K
|
49.1K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.75KNew |
$82.1K - $90.3K
|
1.75K
$81.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.73K+ 7.2% |
$81.3K - $89.4K
|
25.8K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.64K+ 32.54% |
$76.9K - $84.6K
|
6.67K
$312K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.63K+ 16.61% |
$76.5K - $84.1K
|
11.4K
$535K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.62K+ 6.45% |
$76.2K - $83.8K
|
26.8K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.56K+ 36.85% |
$73K - $80.3K
|
5.78K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.55K+ 5.04% |
$72.8K - $80.1K
|
32.3K
$1.51M
|
|
|
Jan 16, 2025
Q4 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.45K+ 2.05% |
$68K - $74.8K
|
72.1K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.43K+ 0.76% |
$67.1K - $73.8K
|
191K
$8.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 9.87% |
$66.5K - $73.1K
|
15.8K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1.37KNew |
$64.3K - $70.7K
|
1.37K
$64K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.34K+ 16.99% |
$62.9K - $69.2K
|
9.23K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.28K+ 10.95% |
$60.2K - $66.2K
|
13K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.26K+ 0.76% |
$59.3K - $65.2K
|
168K
$7.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.25K+ 28.33% |
$58.8K - $64.6K
|
5.67K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.24K+ 1.12% |
$58.3K - $64.1K
|
112K
$5.22M
|