Purchases and Sales Made in Q2 2022 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-100- 1.39% |
$27.8K - $35.7K
|
7.08K
$345K
|
|
Aug 15, 2022
Q2 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-107Closed |
$29.7K - $38.2K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-121- 2.63% |
$33.6K - $43.1K
|
4.48K
$218K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-121- 9.13% |
$33.6K - $43.1K
|
1.21K
$58.7K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-130- 0.69% |
$36.1K - $46.4K
|
18.7K
$912K
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-141- 2.92% |
$39.2K - $50.3K
|
4.68K
$228K
|
|
Aug 03, 2022
Q2 2022
|
Seneca House Advisors
|
SELL
|
- |
-151- 3.97% |
$42K - $53.8K
|
3.66K
$178K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-153- 9.68% |
$42.5K - $54.6K
|
1.43K
$69.6K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-158- 10.83% |
$43.9K - $56.3K
|
1.3K
$63.4K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-175- 13.65% |
$48.6K - $62.4K
|
1.11K
$54K
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-183- 16.68% |
$50.8K - $65.3K
|
914
$44.6K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-211- 3.21% |
$58.6K - $75.2K
|
6.36K
$310K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-223- 8.76% |
$62K - $79.5K
|
2.32K
$113K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-225- 3.55% |
$62.5K - $80.2K
|
6.12K
$298K
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-234Closed |
$65K - $83.4K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-272Closed |
$75.6K - $97K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-290- 1.69% |
$80.6K - $103K
|
16.9K
$824K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-303- 8.08% |
$84.2K - $108K
|
3.45K
$168K
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-335Closed |
$93.1K - $119K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Reliant Wealth Planning
|
SELL
|
- |
-338- 0.3% |
$93.9K - $121K
|
114K
$5.56M
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-411- 0.68% |
$114K - $147K
|
59.6K
$2.91M
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-448- 18.23% |
$124K - $160K
|
2.01K
$97.9K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-466- 32.86% |
$129K - $166K
|
952
$46.4K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-471- 21.36% |
$131K - $168K
|
1.73K
$84.5K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-480- 11.47% |
$133K - $171K
|
3.71K
$181K
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-515- 27.76% |
$143K - $184K
|
1.34K
$65.3K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-573Closed |
$159K - $204K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-578- 24.72% |
$161K - $206K
|
1.76K
$85.8K
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-599Closed |
$166K - $214K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-604- 10.31% |
$168K - $215K
|
5.26K
$256K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-608Closed |
$169K - $217K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-612Closed |
$170K - $218K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Cooper Financial Group
|
SELL
|
- |
-616Closed |
$171K - $220K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-703Closed |
$195K - $251K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-741Closed |
$206K - $264K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-778- 3.92% |
$216K - $277K
|
19.1K
$930K
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-803- 51.84% |
$223K - $286K
|
746
$36.4K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-815Closed |
$226K - $291K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-819- 5.09% |
$228K - $292K
|
15.3K
$745K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-823Closed |
$229K - $293K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Retireful, LLC
|
SELL
|
- |
-829Closed |
$230K - $296K
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-843- 44.86% |
$234K - $301K
|
1.04K
$50.5K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-945Closed |
$263K - $337K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-953- 24.49% |
$265K - $340K
|
2.94K
$143K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-962Closed |
$267K - $343K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-990- 12.57% |
$275K - $353K
|
6.88K
$336K
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1K- 6.44% |
$278K - $357K
|
14.6K
$710K
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.03K- 12.98% |
$286K - $368K
|
6.91K
$337K
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.18K- 8.78% |
$326K - $419K
|
12.2K
$595K
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.2K- 24.4% |
$332K - $426K
|
3.71K
$181K
|