Comprehensive Financial Planning, Inc./Pa Invesco Exchange Traded Fd Tr Transaction History

Comprehensive Financial Planning, Inc./Pa

$146 Billion
Q3 2025

A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 92,167 shares of XLG stock, worth $5.41 Million. This represents 3.63% of its overall portfolio holdings.

Number of Shares

92,167

Previous 91,481 0.75%

Holding current value

$5.41 Million

Previous $4.77 Billion 11.23%

% of portfolio

3.63%

Previous 3.75%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$51.78 - $57.89 $35,521 - $39,712	686 Added 0.75%	92,167 $5.3 Billion
Q2 2025 Aug 08, 2025	SELL	$40.94 - $52.1 $4,053 - $5,157	-99 Reduced 0.11%	91,481 $4.77 Billion
Q1 2025 May 09, 2025	BUY	$45.72 - $51.73 $847,557 - $958,970	18,538 Added 25.38%	91,580 $4.21 Billion
Q4 2024 Jan 28, 2025	BUY	$46.94 - $51.62 $3.43 Million - $3.77 Million	73,042 New	73,042 $3.65 Billion

Others Institutions Holding XLG

# of Institutions

616

Shares Held

103M

Call Options Held

59.1K

Put Options Held

4.2K

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About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Comprehensive Financial Planning, Inc./Pa Invesco Exchange Traded Fd Tr Transaction History