Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 896,625 shares of XLG stock, worth $52.6 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

896,625

Previous 916,957 2.22%

Holding current value

$52.6 Million

Previous $47.8 Million 7.95%

% of portfolio

0.7%

Previous 0.69%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$51.78 - $57.89 $1.05 Million - $1.18 Million	-20,332 Reduced 2.22%	896,625 $51.6 Million
Q2 2025 Aug 08, 2025	SELL	$40.94 - $52.1 $799,312 - $1.02 Million	-19,524 Reduced 2.08%	916,957 $47.8 Million
Q1 2025 May 13, 2025	SELL	$45.72 - $51.73 $1.99 Million - $2.25 Million	-43,427 Reduced 4.43%	936,481 $43.1 Million
Q4 2024 Feb 10, 2025	SELL	$46.94 - $51.62 $760,474 - $836,295	-16,201 Reduced 1.63%	979,908 $49 Million
Q3 2024 Nov 13, 2024	SELL	$42.54 - $47.97 $20.4 Million - $23 Million	-478,519 Reduced 32.45%	996,109 $47.3 Million

Q2 2024 Aug 09, 2024	BUY	$39.84 - $46.12 $58.7 Million - $68 Million	1,474,628 New	1,474,628 $67.5 Million

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
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Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History