Arete Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Arete Wealth Advisors, LLC

$1.6 Billion
Q3 2025

A detailed history of Arete Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 54,188 shares of XLG stock, worth $3.18 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

54,188

Previous 56,728 4.48%

Holding current value

$3.18 Million

Previous $2.96 Million 5.45%

% of portfolio

0.2%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$51.78 - $57.89 $131,521 - $147,040	-2,540 Reduced 4.48%	54,188 $3.12 Million
Q2 2025 Aug 14, 2025	SELL	$40.94 - $52.1 $51,052 - $64,968	-1,247 Reduced 2.15%	56,728 $2.96 Million
Q1 2025 May 15, 2025	SELL	$45.72 - $51.73 $886,419 - $1 Million	-19,388 Reduced 25.06%	57,975 $2.67 Million
Q4 2024 Feb 12, 2025	BUY	$46.94 - $51.62 $1.8 Million - $1.98 Million	38,315 Added 98.12%	77,363 $3.88 Million
Q3 2024 Nov 14, 2024	BUY	$42.54 - $47.97 $943,622 - $1.06 Million	22,182 Added 131.52%	39,048 $1.85 Million

Q2 2024 Aug 13, 2024	BUY	$39.84 - $46.12 $125,535 - $145,324	3,151 Added 22.97%	16,866 $774,000
Q1 2024 May 15, 2024	BUY	$37.01 - $42.29 $15,655 - $17,888	423 Added 3.18%	13,715 $577,000
Q4 2023 Feb 14, 2024	BUY	$32.87 - $37.84 $436,908 - $502,969	13,292 New	13,292 $501,000
Q2 2023 Aug 09, 2023	BUY	$308.25 - $349.73 $233,961 - $265,445	759 New	759 $265,000
Q4 2022 Feb 06, 2023	BUY	$26.66 - $298.01 $20,261 - $226,487	760 New	760 $209,000

Others Institutions Holding XLG

# of Institutions

616

Shares Held

103M

Call Options Held

59.1K

Put Options Held

4.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Arete Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History