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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
3.18K+ 7.0% |
$164K - $184K
|
48.5K
$2.85M
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.11K+ 22.36% |
$161K - $180K
|
17K
$997K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
3.06KNew |
$158K - $177K
|
3.06K
$179K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.99K+ 37.35% |
$155K - $173K
|
11K
$644K
|
|
|
Nov 14, 2025
Q3 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
2.86KNew |
$148K - $166K
|
2.86K
$168K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
2.77K+ 10.32% |
$144K - $161K
|
29.7K
$1.74M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.75K+ 3.38% |
$142K - $159K
|
83.9K
$4.92M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
2.68K+ 10.2% |
$139K - $155K
|
29K
$1.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
2.64K+ 36.68% |
$137K - $153K
|
9.83K
$576K
|
|
|
Oct 24, 2025
Q3 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2.63K+ 15.02% |
$136K - $152K
|
20.1K
$1.18M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.57K+ 2.54% |
$133K - $149K
|
104K
$6.08M
|
|
|
Oct 03, 2025
Q3 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.56K+ 1.84% |
$133K - $148K
|
142K
$8.33M
|
|
|
Nov 07, 2025
Q3 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
2.51K+ 30.78% |
$130K - $145K
|
10.7K
$626K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
2.51K+ 11.77% |
$130K - $145K
|
23.8K
$1.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
2.38K+ 2.36% |
$123K - $137K
|
103K
$6.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
2.35K+ 3.6% |
$122K - $136K
|
67.6K
$3.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.27K+ 22.49% |
$117K - $131K
|
12.3K
$724K
|
|
|
Oct 27, 2025
Q3 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
2.25K+ 4.84% |
$116K - $130K
|
48.7K
$2.86M
|
|
|
Nov 10, 2025
Q3 2025
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.22K+ 40.54% |
$115K - $128K
|
7.69K
$451K
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.15K+ 5.89% |
$111K - $124K
|
38.6K
$2.26M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13K+ 1.03% |
$110K - $123K
|
210K
$12.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.01K+ 2.51% |
$104K - $116K
|
81.9K
$4.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2K+ 1.89% |
$104K - $116K
|
108K
$6.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2K+ 4.84% |
$103K - $116K
|
43.3K
$2.54M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.83K+ 32.73% |
$94.9K - $106K
|
7.43K
$436K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.82K+ 0.46% |
$94.2K - $105K
|
394K
$23.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
1.8K+ 43.68% |
$93.4K - $104K
|
5.93K
$348K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.76KNew |
$91.1K - $102K
|
1.76K
$103K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.7K+ 5.43% |
$87.8K - $98.2K
|
32.9K
$1.93M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.67K+ 0.13% |
$86.7K - $96.9K
|
1.26M
$73.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.63KNew |
$84.3K - $94.3K
|
1.63K
$95.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.63K+ 15.57% |
$84.1K - $94.1K
|
12.1K
$707K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.6K+ 8.35% |
$82.7K - $92.5K
|
20.7K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.59K+ 18.2% |
$82.3K - $92K
|
10.3K
$605K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
1.56K+ 3.53% |
$80.8K - $90.3K
|
45.7K
$2.68M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.45K+ 116.59% |
$75K - $83.8K
|
2.69K
$158K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
BUY
|
- |
1.43K+ 7.87% |
$74.2K - $83K
|
19.6K
$1.15M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
1.4K+ 19.68% |
$72.2K - $80.8K
|
8.48K
$497K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.38KNew |
$71.2K - $79.7K
|
1.38K
$80.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.34K+ 6.47% |
$69.4K - $77.6K
|
22K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.33K+ 6.45% |
$68.9K - $77K
|
21.9K
$1.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.29K+ 4.02% |
$66.6K - $74.5K
|
33.3K
$1.95M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.25K+ 8.3% |
$64.8K - $72.4K
|
16.3K
$957K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.23K+ 2.3% |
$63.8K - $71.4K
|
54.9K
$3.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.14K+ 27.68% |
$59.2K - $66.2K
|
5.27K
$309K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.1K+ 109.5% |
$56.7K - $63.4K
|
2.1K
$123K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.04K+ 10.76% |
$53.8K - $60.1K
|
10.7K
$627K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 16.68% |
$51.8K - $57.9K
|
7K
$411K
|
|
|
Nov 07, 2025
Q3 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1K+ 19.91% |
$51.8K - $57.9K
|
6.02K
$353K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Cs Group, LLC
|
BUY
|
- |
1K+ 3.63% |
$51.8K - $57.9K
|
28.6K
$1.68M
|
|