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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-21.1K- 41.53% |
$1.09M - $1.22M
|
29.7K
$1.74M
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
885+ 9.3% |
$45.8K - $51.2K
|
10.4K
$610K
|
|
|
Nov 05, 2025
Q3 2025
|
Soundwatch Capital LLC
New York, NY |
SELL
|
- |
-3.43M- 99.81% |
$178M - $199M
|
6.62K
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.09K- 59.04% |
$56.6K - $63.3K
|
759
$44.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Client First Capital LLC
|
SELL
|
- |
-3.74K- 3.15% |
$194K - $216K
|
115K
$6.75M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-49- 5.97% |
$2.54K - $2.84K
|
772
$45.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-140- 0.6% |
$7.25K - $8.1K
|
23.3K
$1.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
74.8K+ 92.98% |
$3.87M - $4.33M
|
155K
$9.11M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
267+ 0.2% |
$13.8K - $15.5K
|
136K
$7.98M
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
700+ 7.73% |
$36.2K - $40.5K
|
9.75K
$572K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
469New |
$24.3K - $27.2K
|
469
$27.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
9.73K+ 104.09% |
$504K - $563K
|
19.1K
$1.12M
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
8.64K+ 3.68% |
$447K - $500K
|
243K
$14.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
4.42KNew |
$229K - $256K
|
4.42K
$259K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-9.93K- 14.95% |
$514K - $575K
|
56.5K
$3.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
22.3KNew |
$1.16M - $1.29M
|
22.3K
$1.31M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7.54K+ 78.15% |
$391K - $437K
|
17.2K
$1.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.25K+ 8.3% |
$64.8K - $72.4K
|
16.3K
$957K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.57K+ 2.54% |
$133K - $149K
|
104K
$6.08M
|
|
|
Nov 05, 2025
Q3 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
14.7K+ 119.91% |
$760K - $850K
|
26.9K
$1.58M
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-58- 2.97% |
$3K - $3.36K
|
1.89K
$111K
|
|
|
Nov 05, 2025
Q3 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
6.4K+ 123.39% |
$331K - $370K
|
11.6K
$679K
|
|
|
Nov 04, 2025
Q3 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-46- 0.73% |
$2.38K - $2.66K
|
6.29K
$369K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.6K+ 13.56% |
$859K - $960K
|
139K
$8.15M
|
|
|
Nov 04, 2025
Q3 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-4.58K- 4.64% |
$237K - $265K
|
94.1K
$5.52M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.64KNew |
$188K - $211K
|
3.64K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
375+ 11.52% |
$19.4K - $21.7K
|
3.63K
$213K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.49K+ 5.85% |
$232K - $260K
|
81.2K
$4.76M
|
|
|
Nov 04, 2025
Q3 2025
|
Tsfg, LLC
|
BUY
|
- |
111K+ 115.4% |
$5.74M - $6.41M
|
207K
$12.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
94.5K+ 19.87% |
$4.89M - $5.47M
|
570K
$33.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
295+ 3.08% |
$15.3K - $17.1K
|
9.86K
$578K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
196K+ 11.1% |
$10.2M - $11.4M
|
1.96M
$115M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.35K+ 6.52% |
$174K - $194K
|
54.8K
$3.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
38.1K+ 68.39% |
$1.97M - $2.21M
|
93.9K
$5.51M
|
|
|
Nov 04, 2025
Q3 2025
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
100+ 1.39% |
$5.18K - $5.79K
|
7.3K
$428K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
20New |
$1.04K - $1.16K
|
20
$1.17K
|
|
|
Nov 04, 2025
Q3 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
216K+ 116.53% |
$11.2M - $12.5M
|
402K
$23.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
64.9KNew |
$3.36M - $3.76M
|
64.9K
$3.81M
|
|
|
Nov 03, 2025
Q3 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
6.57K+ 53.81% |
$340K - $380K
|
18.8K
$1.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.4K+ 4.76% |
$176K - $197K
|
74.8K
$4.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
5.99K+ 8.77% |
$310K - $347K
|
74.3K
$4.36M
|
|
|
Nov 03, 2025
Q3 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
59.1K+ 2.2% |
$3.06M - $3.42M
|
2.74M
$161M
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
177K+ 117.43% |
$9.14M - $10.2M
|
327K
$19.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Clarus Group, Inc.
|
BUY
|
- |
4KNew |
$207K - $232K
|
4K
$235K
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
6.53K+ 4.85% |
$338K - $378K
|
141K
$8.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.71KNew |
$192K - $215K
|
3.71K
$218K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-213K- 36.59% |
$11M - $12.3M
|
369K
$21.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
10.5K+ 106.16% |
$542K - $606K
|
20.3K
$1.19M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.04K+ 94.46% |
$209K - $234K
|
8.32K
$488K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.1% |
$51.8 - $57.9
|
983
$57.7K
|
|