Balance Wealth, LLC Invesco Exchange Traded Fd Tr Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 39,453 shares of XLG stock, worth $2.31 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
39,453
Previous 39,399 0.14%
Holding current value
$2.31 Million
Previous $2.27 Billion 3.2%
% of portfolio
0.75%
Previous 0.56%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$56.5 - $60.52 $3,051 - $3,268
54 Added 0.14%
39,453 $2.34 Billion
Q2 2025

Aug 13, 2025
SELL
$40.94 - $52.1 $52,935 - $67,365
-1,293 Reduced 3.18%
39,399 $2.05 Billion
Q1 2025

Apr 23, 2025
BUY
$45.72 - $51.73 $1.86 Million - $2.1 Million
40,692 New
40,692 $1.87 Billion

Others Institutions Holding XLG

# of Institutions
638
Shares Held
104M
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 Balance Wealth, LLC Portfolio

Follow Balance Wealth, LLC 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 Balance Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Balance Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email