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 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.24K+ 26.44% |
$58.3K - $64.1K
|
5.94K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.23K+ 16.97% |
$57.5K - $63.3K
|
8.45K
$395K
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
1.18K+ 3.12% |
$55.6K - $61.1K
|
39.1K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.16KNew |
$54.5K - $59.9K
|
1.16K
$54.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.1KNew |
$51.4K - $56.5K
|
1.1K
$51.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
1.07K+ 97.45% |
$50.3K - $55.3K
|
2.17K
$102K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
1.06K+ 3.18% |
$49.9K - $54.9K
|
34.5K
$1.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.01K+ 0.81% |
$47.5K - $52.2K
|
126K
$5.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1K+ 4.81% |
$47.1K - $51.8K
|
21.9K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1KNew |
$46.9K - $51.6K
|
1K
$46.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$46.9K - $51.6K
|
1K
$46.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
988+ 20.5% |
$46.4K - $51K
|
5.81K
$272K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
975+ 14.23% |
$45.8K - $50.3K
|
7.83K
$366K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
968+ 50.71% |
$45.4K - $50K
|
2.88K
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
939New |
$44.1K - $48.5K
|
939
$43.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
904+ 3.88% |
$42.4K - $46.7K
|
24.2K
$1.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
889+ 1.79% |
$41.7K - $45.9K
|
50.6K
$2.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
820+ 1.42% |
$38.5K - $42.3K
|
58.6K
$2.74M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
814+ 14.71% |
$38.2K - $42K
|
6.35K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
800+ 80.16% |
$37.6K - $41.3K
|
1.8K
$84.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
798+ 5.78% |
$37.5K - $41.2K
|
14.6K
$683K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
719+ 4.47% |
$33.7K - $37.1K
|
16.8K
$786K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
717+ 9.86% |
$33.7K - $37K
|
7.99K
$373K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
690New |
$32.4K - $35.6K
|
690
$32.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
650+ 2.75% |
$30.5K - $33.6K
|
24.3K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
636+ 6.91% |
$29.9K - $32.8K
|
9.85K
$460K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
636New |
$29.9K - $32.8K
|
636
$29.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
635New |
$29.8K - $32.8K
|
635
$29.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
610+ 2.55% |
$28.6K - $31.5K
|
24.5K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
603New |
$28.3K - $31.1K
|
603
$28.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
600New |
$28.2K - $31K
|
600
$28.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
582+ 24.6% |
$27.3K - $30K
|
2.95K
$138K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
566New |
$26.6K - $29.2K
|
566
$26.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
556+ 5.31% |
$26.1K - $28.7K
|
11K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
520New |
$24.4K - $26.8K
|
520
$24.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
497+ 2.0% |
$23.3K - $25.7K
|
25.3K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
454+ 43.65% |
$21.3K - $23.4K
|
1.49K
$69.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
426+ 1.46% |
$20K - $22K
|
29.6K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
420+ 4.89% |
$19.7K - $21.7K
|
9.02K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
418+ 0.42% |
$19.6K - $21.6K
|
99.2K
$4.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
398+ 8.84% |
$18.7K - $20.5K
|
4.9K
$229K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
376+ 0.27% |
$17.6K - $19.4K
|
141K
$6.57M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
368+ 3.01% |
$17.3K - $19K
|
12.6K
$588K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
350+ 6.36% |
$16.4K - $18.1K
|
5.86K
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
342New |
$16.1K - $17.7K
|
342
$16K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
300+ 5.58% |
$14.1K - $15.5K
|
5.67K
$265K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
295+ 3.65% |
$13.8K - $15.2K
|
8.39K
$392K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
239+ 2.72% |
$11.2K - $12.3K
|
9.02K
$422K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
200New |
$9.39K - $10.3K
|
200
$9.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Fortune 45 LLC
|
BUY
|
- |
192+ 1.84% |
$9.01K - $9.91K
|
10.6K
$496K
|