Mc Naughton Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Mc Naughton Wealth Management, LLC

  • $229 Million
  • Q4 2025

A detailed history of Mc Naughton Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Mc Naughton Wealth Management, LLC holds 166,928 shares of XLG stock, worth $9.79 Million. This represents 4.28% of its overall portfolio holdings.

Number of Shares
166,928
Previous 159,205 4.85%
Holding current value
$9.79 Million
Previous $9.16 Million 6.91%
% of portfolio
4.28%
Previous 4.03%

Shares

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

Jan 12, 2026
BUY
$56.5 - $60.52 $436,349 - $467,395
7,723 Added 4.85%
166,928 $9.79 Million
Q3 2025

Oct 07, 2025
BUY
$51.78 - $57.89 $3.68 Million - $4.11 Million
71,032 Added 80.56%
159,205 $9.16 Million
Q2 2025

Jul 21, 2025
BUY
$40.94 - $52.1 $1.65 Million - $2.1 Million
40,263 Added 84.04%
88,173 $4.59 Million
Q1 2025

Apr 09, 2025
BUY
$45.72 - $51.73 $2.19 Million - $2.48 Million
47,910 New
47,910 $2.2 Million

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
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