Latest Institutional Purchases of Invesco Exchange Traded Fd Tr (XLG)
This list provides information on the latest institutional transactions involving Invesco Exchange Traded Fd Tr (XLG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
138K+ 440.74% |
$7.83M - $8.38M
|
170K
$9.97M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
125K+ 22.99% |
$7.06M - $7.56M
|
668K
$39.2M
|
|
|
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 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
59KNew |
$3.33M - $3.57M
|
59K
$3.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
36.5KNew |
$2.06M - $2.21M
|
36.5K
$2.14M
|
|
|
Jan 16, 2026
Q4 2025
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
36.1K+ 27.03% |
$2.04M - $2.19M
|
170K
$9.96M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
34.9K+ 4166.47% |
$1.97M - $2.11M
|
35.8K
$2.1M
|
|
|
Jan 21, 2026
Q4 2025
|
Ethos Capital Management, Inc.
Newtown, PA |
BUY
|
- |
32.1KNew |
$1.82M - $1.94M
|
32.1K
$1.88M
|
|
|
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
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
29KNew |
$1.64M - $1.76M
|
29K
$1.7M
|
|
|
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
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
23.9KNew |
$1.35M - $1.44M
|
23.9K
$1.4M
|
|
|
Jan 14, 2026
Q4 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
21.8KNew |
$1.23M - $1.32M
|
21.8K
$1.28M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
20.4K+ 2.11% |
$1.15M - $1.23M
|
986K
$57.8M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
19.9KNew |
$1.12M - $1.2M
|
19.9K
$1.17M
|
|
|
Jan 07, 2026
Q4 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
19.3KNew |
$1.09M - $1.17M
|
19.3K
$1.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
16.9K+ 62.48% |
$958K - $1.03M
|
44.1K
$2.58M
|
|
|
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
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
14.5KNew |
$817K - $875K
|
14.5K
$848K
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
BUY
|
- |
13.7KNew |
$771K - $826K
|
13.7K
$801K
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
12.4KNew |
$701K - $751K
|
12.4K
$728K
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
11KNew |
$620K - $664K
|
11K
$643K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
9.27K+ 5.32% |
$524K - $561K
|
184K
$10.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
9.19K+ 17.28% |
$519K - $556K
|
62.4K
$3.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.75K+ 0.32% |
$438K - $469K
|
2.42M
$142M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
7.72K+ 4.85% |
$436K - $467K
|
167K
$9.79M
|
|
|
Jan 16, 2026
Q4 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.61K+ 44.51% |
$430K - $461K
|
24.7K
$1.45M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6.76K+ 4.47% |
$382K - $409K
|
158K
$9.27M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
5.5K+ 6.45% |
$311K - $333K
|
90.8K
$5.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5.46KNew |
$308K - $330K
|
5.46K
$320K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
5.4K+ 41.67% |
$305K - $327K
|
18.4K
$1.08M
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.23KNew |
$295K - $317K
|
5.23K
$307K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.73K+ 70.51% |
$267K - $286K
|
11.4K
$670K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.64KNew |
$262K - $281K
|
4.64K
$272K
|
|
|
Jan 20, 2026
Q4 2025
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
4.4KNew |
$249K - $266K
|
4.4K
$258K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.35KNew |
$246K - $264K
|
4.35K
$255K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
4.35KNew |
$246K - $263K
|
4.35K
$255K
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
4.34KNew |
$245K - $263K
|
4.34K
$254K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
4.23KNew |
$239K - $256K
|
4.23K
$248K
|
|
|
Jan 14, 2026
Q4 2025
|
Wespac Advisors, LLC
|
BUY
|
- |
4.03KNew |
$228K - $244K
|
4.03K
$236K
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
3.96K+ 28.58% |
$224K - $240K
|
17.8K
$1.05M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.68KNew |
$208K - $223K
|
3.68K
$216K
|
|
|
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
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.31K+ 19.26% |
$187K - $200K
|
20.5K
$1.2M
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
3.23K+ 41.56% |
$182K - $195K
|
11K
$645K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.34K+ 7.12% |
$132K - $142K
|
35.3K
$2.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.01K+ 10.25% |
$114K - $122K
|
21.6K
$1.27M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2K+ 26.32% |
$113K - $121K
|
9.6K
$563K
|
|
|
Jan 21, 2026
Q4 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.93K+ 10.13% |
$109K - $117K
|
21K
$1.23M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.57K+ 1.1% |
$88.5K - $94.8K
|
144K
$8.42M
|
|