Clearview Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Clearview Wealth Advisors LLC

  • $150 Million
  • Q3 2025

A detailed history of Clearview Wealth Advisors LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 20,121 shares of XLG stock, worth $1.18 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
20,121
Previous 17,493 15.02%
Holding current value
$1.18 Million
Previous $911,000 27.0%
% of portfolio
0.77%
Previous 0.66%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$51.78 - $57.89 $136,077 - $152,134
2,628 Added 15.02%
20,121 $1.16 Million
Q2 2025

Jul 28, 2025
BUY
$40.94 - $52.1 $236,592 - $301,085
5,779 Added 49.33%
17,493 $911,000
Q1 2025

Apr 22, 2025
BUY
$45.72 - $51.73 $535,564 - $605,965
11,714 New
11,714 $539,000

Others Institutions Holding XLG

# of Institutions
616
Shares Held
102M
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 Clearview Wealth Advisors LLC Portfolio

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

News

Stay updated on Clearview Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email