Capstone Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History

Capstone Wealth Management Group, LLC

$185 Million
Q4 2024

A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 111,657 shares of XLG stock, worth $5.76 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares

111,657

Previous 95,205 17.28%

Holding current value

$5.76 Million

Previous $4.53 Million 23.27%

% of portfolio

3.01%

Previous 2.67%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	BUY	$46.94 - $51.62 $772,256 - $849,252	16,452 Added 17.28%	111,657 $5.58 Million
Q3 2024 Oct 15, 2024	BUY	$42.54 - $47.97 $600,281 - $676,904	14,111 Added 17.4%	95,205 $4.53 Million
Q2 2024 Aug 09, 2024	BUY	$39.84 - $46.12 $699,231 - $809,452	17,551 Added 27.62%	81,094 $3.71 Million
Q1 2024 Apr 18, 2024	BUY	$37.01 - $42.29 $2.35 Million - $2.69 Million	63,543 New	63,543 $2.68 Million

Others Institutions Holding XLG

# of Institutions

491

Shares Held

113M

Call Options Held

53.1K

Put Options Held

11.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

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Capstone Wealth Management Group, LLC Invesco Exchange Traded Fd Tr Transaction History