Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Balboa Wealth Partners

$552 Million
Q3 2025

A detailed history of Balboa Wealth Partners transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 9,812 shares of XLG stock, worth $575,473. This represents 0.1% of its overall portfolio holdings.

Number of Shares

9,812

Previous 9,660 1.57%

Holding current value

$575,473

Previous $503,000 12.13%

% of portfolio

0.1%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$51.78 - $57.89 $7,870 - $8,799	152 Added 1.57%	9,812 $564,000
Q2 2025 Jul 29, 2025	BUY	$40.94 - $52.1 $8,597 - $10,941	210 Added 2.22%	9,660 $503,000
Q3 2024 Nov 06, 2024	BUY	$42.54 - $47.97 $4,254 - $4,797	100 Added 1.07%	9,450 $449,000
Q1 2024 May 13, 2024	BUY	$37.01 - $42.29 $5,551 - $6,343	150 Added 1.63%	9,350 $393,000
Q3 2023 Oct 23, 2023	BUY	$33.8 - $354.35 $279,864 - $2.93 Million	8,280 Added 900.0%	9,200 $312,000

Q4 2022 Feb 14, 2023	BUY	$26.66 - $298.01 $2,479 - $27,714	93 Added 11.25%	920 $253,000
Q3 2022 Jan 04, 2023	BUY	$26.92 - $327.14 $22,262 - $270,544	827 New	827 $223,000

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

Ticker XLG
Sector ETFs
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Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History