Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE-TRADED FD TR .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-560- 24.16% |
$173K - $196K
|
1.76K
$90.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-583- 38.94% |
$180K - $204K
|
914
$47.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Aspire Capital Advisors LLC
Seattle, WA |
SELL
|
- |
-584- 4.53% |
$180K - $204K
|
12.3K
$635K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-601- 28.08% |
$185K - $210K
|
1.54K
$79.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-656- 53.29% |
$202K - $229K
|
575
$29.7K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-750- 25.1% |
$231K - $262K
|
2.24K
$115K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-783- 26.28% |
$241K - $274K
|
2.2K
$113K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-809- 58.24% |
$249K - $283K
|
580
$29.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-880- 16.19% |
$271K - $308K
|
4.56K
$235K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.02K- 3.37% |
$315K - $357K
|
29.3K
$1.51M
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.03K- 2.8% |
$317K - $360K
|
35.8K
$1.85M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.17K- 44.66% |
$359K - $408K
|
1.45K
$74.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.46K- 18.57% |
$451K - $512K
|
6.42K
$331K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-1.59K- 25.02% |
$490K - $555K
|
4.76K
$245K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-1.7K- 18.25% |
$524K - $595K
|
7.62K
$393K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.75K- 17.56% |
$539K - $612K
|
8.21K
$423K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.24K- 30.93% |
$689K - $782K
|
4.99K
$257K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.32K- 19.03% |
$714K - $810K
|
9.85K
$508K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 11.59% |
$840K - $953K
|
20.8K
$1.07M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.72K- 11.59% |
$840K - $953K
|
20.8K
$1.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.86K- 27.35% |
$882K - $1M
|
7.6K
$392K
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-7.66K- 89.38% |
$2.36M - $2.68M
|
910
$46.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.5K- 6.44% |
$3.23M - $3.67M
|
152K
$7.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-11K- 88.0% |
$3.39M - $3.85M
|
1.5K
$77.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.9K- 18.3% |
$4.29M - $4.87M
|
62.1K
$3.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-14K- 90.85% |
$4.32M - $4.9M
|
1.41K
$72.7K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-18.9K- 81.16% |
$5.83M - $6.62M
|
4.39K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-91.1K- 52.72% |
$28.1M - $31.8M
|
81.7K
$4.21M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-106K- 99.1% |
$32.8M - $37.2M
|
967
$49.9K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.46M- 90.04% |
$1.68B - $1.91B
|
604K
$31.2M
|