Tempus Wealth Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Tempus Wealth Planning, LLC

  • $386 Million
  • Q3 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 17,195 shares of XLG stock, worth $1.01 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
17,195
Previous 9,652 78.15%
Holding current value
$1.01 Million
Previous $502,000 97.01%
% of portfolio
0.26%
Previous 0.14%

Shares

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

Nov 05, 2025
BUY
$51.78 - $57.89 $390,576 - $436,664
7,543 Added 78.15%
17,195 $989,000
Q2 2025

Jul 16, 2025
BUY
$40.94 - $52.1 $194,178 - $247,110
4,743 Added 96.62%
9,652 $502,000
Q1 2025

May 06, 2025
BUY
$45.72 - $51.73 $224,439 - $253,942
4,909 New
4,909 $225,000

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

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Tempus Wealth Planning, LLC Portfolio

Follow Tempus Wealth Planning, 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 Tempus Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tempus Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email