Latest Institutional Transactions on Invesco Exchange Traded Fd Tr (XLG)
This table provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-363- 3.25% |
$20.5K - $22K
|
10.8K
$634K
|
|
|
Jan 16, 2026
Q4 2025
|
Walker Asset Management, LLC
|
SELL
|
- |
-214- 0.55% |
$12.1K - $13K
|
38.4K
$2.25M
|
|
|
Jan 16, 2026
Q4 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-12.3K- 5.06% |
$696K - $745K
|
231K
$13.5M
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-33- 8.15% |
$1.86K - $2K
|
372
$21.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.62KNew |
$204K - $219K
|
3.62K
$212K
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.61K+ 44.51% |
$430K - $461K
|
24.7K
$1.45M
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
7+ 0.18% |
$396 - $424
|
3.83K
$225K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-405- 7.61% |
$22.9K - $24.5K
|
4.92K
$288K
|
|
|
Jan 16, 2026
Q4 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.31K+ 19.26% |
$187K - $200K
|
20.5K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
36.1K+ 27.03% |
$2.04M - $2.19M
|
170K
$9.96M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
20+ 0.09% |
$1.13K - $1.21K
|
22.9K
$1.34M
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-125- 1.27% |
$7.06K - $7.57K
|
9.69K
$568K
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
29KNew |
$1.64M - $1.76M
|
29K
$1.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2K+ 26.32% |
$113K - $121K
|
9.6K
$563K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
30.7K+ 151.08% |
$1.73M - $1.86M
|
50.9K
$2.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.34KNew |
$245K - $263K
|
4.34K
$254K
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-2.29K- 7.68% |
$129K - $139K
|
27.5K
$1.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
13.7KNew |
$771K - $826K
|
13.7K
$801K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.34K+ 7.12% |
$132K - $142K
|
35.3K
$2.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.64KNew |
$262K - $281K
|
4.64K
$272K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.01K+ 10.25% |
$114K - $122K
|
21.6K
$1.27M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11KNew |
$620K - $664K
|
11K
$643K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
501+ 2.27% |
$28.3K - $30.3K
|
22.5K
$1.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
504+ 7.95% |
$28.5K - $30.5K
|
6.84K
$401K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.03KNew |
$228K - $244K
|
4.03K
$236K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.46KNew |
$308K - $330K
|
5.46K
$320K
|
|
|
Jan 14, 2026
Q4 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-105- 1.91% |
$5.93K - $6.35K
|
5.41K
$317K
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.8KNew |
$1.23M - $1.32M
|
21.8K
$1.28M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.76K+ 4.47% |
$382K - $409K
|
158K
$9.27M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
392+ 4.33% |
$22.1K - $23.7K
|
9.45K
$554K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.5KNew |
$817K - $875K
|
14.5K
$848K
|
|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-13K- 66.83% |
$734K - $786K
|
6.45K
$378K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.73K+ 70.51% |
$267K - $286K
|
11.4K
$670K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
380+ 50.6% |
$21.5K - $23K
|
1.13K
$66.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.3K+ 97.84% |
$921K - $987K
|
33K
$1.93M
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
5.4K+ 41.67% |
$305K - $327K
|
18.4K
$1.08M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.72K+ 4.85% |
$436K - $467K
|
167K
$9.79M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
113+ 1.18% |
$6.38K - $6.84K
|
9.66K
$567K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.5K+ 6.45% |
$311K - $333K
|
90.8K
$5.33M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
65.1K+ 110.34% |
$3.68M - $3.94M
|
124K
$7.28M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
252+ 3.6% |
$14.2K - $15.3K
|
7.26K
$426K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
23.9KNew |
$1.35M - $1.44M
|
23.9K
$1.4M
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
316+ 5.11% |
$17.9K - $19.1K
|
6.51K
$382K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.68KNew |
$208K - $223K
|
3.68K
$216K
|
|
|
Jan 12, 2026
Q4 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
25.3K+ 42.62% |
$1.43M - $1.53M
|
84.8K
$4.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
36.5KNew |
$2.06M - $2.21M
|
36.5K
$2.14M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.9K+ 62.48% |
$958K - $1.03M
|
44.1K
$2.58M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
700+ 19.64% |
$39.6K - $42.4K
|
4.27K
$250K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
605+ 5.12% |
$34.2K - $36.6K
|
12.4K
$729K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-71- 0.66% |
$4.01K - $4.3K
|
10.6K
$622K
|
|