Aviso Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Aviso Wealth Management

  • $224 Million
  • Q3 2025

A detailed history of Aviso Wealth Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Aviso Wealth Management holds 5,081 shares of XLG stock, worth $298,000. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,081
Previous 4,619 10.0%
Holding current value
$298,000
Previous $240,000 21.67%
% of portfolio
0.13%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$51.78 - $57.89 $23,922 - $26,745
462 Added 10.0%
5,081 $292,000
Q2 2025

Aug 11, 2025
BUY
$40.94 - $52.1 $2,169 - $2,761
53 Added 1.16%
4,619 $240,000
Q1 2025

May 08, 2025
SELL
$45.72 - $51.73 $61,676 - $69,783
-1,349 Reduced 22.81%
4,566 $210 Million
Q4 2024

Feb 11, 2025
BUY
$46.94 - $51.62 $277,650 - $305,332
5,915 New
5,915 $296 Million

Others Institutions Holding XLG

# of Institutions
614
Shares Held
102M
Call Options Held
59.1K
Put Options Held
4.2K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Aviso Wealth Management Portfolio

Follow Aviso Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email