Purchases and Sales Made in Q1 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 Q1 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
Apr 17, 2023 Q1 2023
Trilogy Capital Inc.

BUY
 -
347
+ 20.82%
$94.2K - $108K
2.01K $102K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
273
+ 4.82%
$74.1K - $84.8K
5.94K $301K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
256
+ 0.48%
$69.5K - $79.5K
53.7K $2.72M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
247
+ 13.99%
$67.1K - $76.7K
2.01K $102K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
197
+ 19.05%
$53.5K - $61.2K
1.23K $62.3K
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
195
New
$53K - $60.6K
195 $9.87K
May 15, 2023 Q1 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
194
+ 25.23%
$52.7K - $60.2K
963 $48.7K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
157
+ 6.33%
$42.6K - $48.8K
2.64K $134K
May 12, 2023 Q1 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
132
+ 4.76%
$35.8K - $41K
2.91K $147K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
129
New
$35K - $40.1K
129 $6.53K
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
110
+ 3.11%
$29.9K - $34.2K
3.65K $185K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
109
New
$29.6K - $33.8K
109 $5.52K
May 12, 2023 Q1 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
60
+ 7.27%
$16.3K - $18.6K
885 $44.8K
May 11, 2023 Q1 2023
Citigroup Inc

BUY
 -
42
+ 2.58%
$11.4K - $13K
1.67K $84.7K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
37
+ 60.66%
$10K - $11.5K
98 $4.96K
May 12, 2023 Q1 2023
Financial Gravity Asset Management, Inc.

BUY
 -
35
+ 12.68%
$9.51K - $10.9K
311 $15.7K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
32
+ 1.0%
$8.69K - $9.94K
3.23K $163K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
28
+ 1.5%
$7.6K - $8.69K
1.9K $96.1K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
24
+ 25.0%
$6.52K - $7.45K
120 $6.07K
Apr 10, 2023 Q1 2023
Sound Income Strategies, LLC

BUY
 -
21
New
$5.7K - $6.52K
21 $1.06K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
19
+ 3.56%
$5.16K - $5.9K
552 $27.9K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
17
+ 0.32%
$4.62K - $5.28K
5.37K $272K
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
15
New
$4.07K - $4.66K
15 $759
May 12, 2023 Q1 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
13
New
$3.53K - $4.04K
13 $658
Apr 11, 2023 Q1 2023
Smith Anglin Financial, LLC

BUY
 -
11
+ 0.26%
$2.99K - $3.42K
4.21K $213K
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
6
+ 0.35%
$1.63K - $1.86K
1.72K $87.1K
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
4
+ 0.15%
$1.09K - $1.24K
2.61K $132K
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
3
+ 0.35%
$815 - $932
849 $43K
May 12, 2023 Q1 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
3
+ 0.2%
$815 - $932
1.51K $76.4K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
1
+ 0.02%
$272 - $311
6.11K $309K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
1
+ 0.11%
$272 - $311
897 $45.4K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

SELL
 -
-1
- 0.33%
$272 - $311
304 $15.4K
Apr 18, 2023 Q1 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-5
- 0.17%
$1.36K - $1.55K
2.98K $151K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
SELL
 -
-12
- 1.53%
$3.26K - $3.73K
772 $39.1K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

SELL
 -
-14
- 14.0%
$3.8K - $4.35K
86 $4.35K
Apr 24, 2023 Q1 2023
Nova Point Capital, LLC

SELL
 -
-21
- 2.81%
$5.7K - $6.52K
727 $36.8K
Apr 11, 2023 Q1 2023
Walker Asset Management, LLC

SELL
 -
-23
- 0.61%
$6.25K - $7.14K
3.74K $189K
May 10, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-23
- 0.63%
$6.25K - $7.14K
3.63K $184K
May 11, 2023 Q1 2023
Avant Capital LLC

Lafayette, LA
SELL
 -
-28
- 2.38%
$7.6K - $8.69K
1.15K $58.1K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

SELL
 -
-30
- 12.45%
$8.15K - $9.32K
211 $10.7K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

SELL
 -
-39
- 2.54%
$10.6K - $12.1K
1.5K $75.7K
May 15, 2023 Q1 2023
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-51
- 6.56%
$13.9K - $15.8K
726 $36.7K
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

SELL
 -
-69
- 1.08%
$18.7K - $21.4K
6.35K $321K
May 15, 2023 Q1 2023
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-69
- 1.43%
$18.7K - $21.4K
4.75K $240K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-74
- 4.05%
$20.1K - $23K
1.75K $88.8K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-80
- 45.71%
$21.7K - $24.8K
95 $4.81K
May 15, 2023 Q1 2023
Steward Partners Investment Advisory, LLC

SELL
 -
-83
- 7.72%
$22.5K - $25.8K
992 $50.2K
May 15, 2023 Q1 2023
Creative Planning

Overland Park, KS
SELL
 -
-92
- 8.68%
$25K - $28.6K
968 $49K

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