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 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
980+ 2.06% |
$50.7K - $56.7K
|
48.5K
$2.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
973+ 22.31% |
$50.4K - $56.3K
|
5.34K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
960New |
$49.7K - $55.6K
|
960
$56.3K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
940+ 20.87% |
$48.7K - $54.4K
|
5.44K
$319K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
916+ 34.63% |
$47.4K - $53K
|
3.56K
$209K
|
|
|
Nov 05, 2025
Q3 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
885+ 9.3% |
$45.8K - $51.2K
|
10.4K
$610K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
876+ 6.4% |
$45.4K - $50.7K
|
14.6K
$854K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
816+ 11.28% |
$42.3K - $47.2K
|
8.05K
$472K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
814+ 26.32% |
$42.1K - $47.1K
|
3.91K
$229K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
BUY
|
- |
797+ 11.43% |
$41.3K - $46.1K
|
7.77K
$456K
|
|
|
Nov 14, 2025
Q3 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
703+ 5.22% |
$36.4K - $40.7K
|
14.2K
$830K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
703+ 6.08% |
$36.4K - $40.7K
|
12.3K
$719K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
700+ 7.73% |
$36.2K - $40.5K
|
9.75K
$572K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
686+ 0.75% |
$35.5K - $39.7K
|
92.2K
$5.41M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
676+ 193.14% |
$35K - $39.1K
|
1.03K
$60.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
676+ 10.93% |
$35K - $39.1K
|
6.86K
$402K
|
|
|
Nov 10, 2025
Q3 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
635+ 9.79% |
$32.9K - $36.8K
|
7.12K
$418K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
628+ 1.18% |
$32.5K - $36.4K
|
53.8K
$3.16M
|
|
|
Nov 17, 2025
Q3 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
619+ 5.75% |
$32.1K - $35.8K
|
11.4K
$667K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
594+ 4.6% |
$30.8K - $34.4K
|
13.5K
$792K
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
594+ 0.26% |
$30.8K - $34.4K
|
231K
$13.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
592+ 1.77% |
$30.7K - $34.3K
|
34.1K
$2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
556+ 93.45% |
$28.8K - $32.2K
|
1.15K
$67.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
550+ 45.08% |
$28.5K - $31.8K
|
1.77K
$104K
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
546+ 0.73% |
$28.3K - $31.6K
|
75.7K
$4.44M
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
511+ 4.78% |
$26.5K - $29.6K
|
11.2K
$657K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
506+ 2.27% |
$26.2K - $29.3K
|
22.8K
$1.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
488+ 31.77% |
$25.3K - $28.3K
|
2.02K
$119K
|
|
|
Nov 10, 2025
Q3 2025
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
471+ 6.99% |
$24.4K - $27.3K
|
7.21K
$423K
|
|
|
Nov 05, 2025
Q3 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
469New |
$24.3K - $27.2K
|
469
$27.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Compass Ion Advisors, LLC
|
BUY
|
- |
463+ 1.39% |
$24K - $26.8K
|
33.7K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
462+ 10.0% |
$23.9K - $26.7K
|
5.08K
$298K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
461+ 0.34% |
$23.9K - $26.7K
|
137K
$8.06M
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
456+ 90.48% |
$23.6K - $26.4K
|
960
$56.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
406+ 2.17% |
$21K - $23.5K
|
19.1K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
375+ 11.52% |
$19.4K - $21.7K
|
3.63K
$213K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
359+ 4.1% |
$18.6K - $20.8K
|
9.12K
$535K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
350New |
$18.1K - $20.3K
|
350
$20.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
349+ 4.07% |
$18.1K - $20.2K
|
8.91K
$523K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
339+ 9.04% |
$17.6K - $19.6K
|
4.09K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
338+ 0.25% |
$17.5K - $19.6K
|
133K
$7.82M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
320+ 0.35% |
$16.6K - $18.5K
|
90.6K
$5.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Fortune 45 LLC
|
BUY
|
- |
306+ 2.76% |
$15.8K - $17.7K
|
11.4K
$668K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
300+ 6.49% |
$15.5K - $17.4K
|
4.92K
$289K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
300+ 0.89% |
$15.5K - $17.4K
|
34.2K
$2M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
295+ 3.08% |
$15.3K - $17.1K
|
9.86K
$578K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
281New |
$14.6K - $16.3K
|
281
$16.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
267+ 0.2% |
$13.8K - $15.5K
|
136K
$7.98M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
240+ 6.09% |
$12.4K - $13.9K
|
4.18K
$245K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
239+ 4.95% |
$12.4K - $13.8K
|
5.07K
$297K
|
|