Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (XLG)

XLG Quotes by TradingView

This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q3 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
Nov 15, 2023 Q3 2023
Dana Investment Advisors, Inc.

Brookfield, WI
BUY
 -
24.9K
+ 1198.55%
$841K - $8.82M
27K $1.39M
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
24.5K
New
$827K - $8.67M
24.5K $1.26M
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
24.4K
+ 977.93%
$824K - $8.64M
26.9K $1.39M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
23.9K
New
$809K - $8.48M
23.9K $1.23M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
23.4K
+ 583.72%
$793K - $8.31M
27.5K $1.42M
Nov 13, 2023 Q3 2023
Samalin Investment Counsel, LLC

Chappaqua, NY
BUY
 -
22.3K
+ 1448.11%
$753K - $7.89M
23.8K $1.23M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
22K
+ 907.83%
$745K - $7.81M
24.5K $1.26M
Oct 24, 2023 Q3 2023
Brown Advisory Inc

BUY
 -
21.3K
New
$719K - $7.53M
21.3K $1.1M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
21.2K
+ 904.35%
$716K - $7.51M
23.5K $1.21M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
20.2K
+ 962.01%
$684K - $7.17M
22.3K $1.15M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
18.6K
New
$630K - $6.61M
18.6K $961K
Nov 14, 2023 Q3 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
16.9K
New
$572K - $6M
16.9K $873K
Nov 06, 2023 Q3 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
16.5K
+ 900.71%
$559K - $5.86M
18.4K $948K
Oct 13, 2023 Q3 2023
Seneca House Advisors

BUY
 -
15.5K
+ 692.23%
$524K - $5.49M
17.7K $914K
Nov 08, 2023 Q3 2023
Carson Advisory Inc.

BUY
 -
15.1K
+ 859.5%
$511K - $5.35M
16.9K $870K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
15.1K
+ 921.05%
$510K - $5.35M
16.7K $863K
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
15.1K
+ 854.2%
$509K - $5.34M
16.8K $868K
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
14.2K
+ 919.49%
$478K - $5.01M
15.7K $809K
Nov 06, 2023 Q3 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
14K
+ 821.86%
$473K - $4.96M
15.7K $809K
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
13.4K
+ 900.0%
$452K - $4.74M
14.9K $766K
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
13K
+ 1808.75%
$440K - $4.61M
13.7K $709K
Oct 18, 2023 Q3 2023
Koshinski Asset Management, Inc.

BUY
 -
12.9K
+ 890.38%
$435K - $4.56M
14.3K $738K
Nov 13, 2023 Q3 2023
Viawealth, LLC

Overland Park, KS
BUY
 -
12.6K
+ 833.02%
$425K - $4.46M
14.1K $727K
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
12.4K
+ 900.0%
$421K - $4.41M
13.8K $713K
Oct 30, 2023 Q3 2023
Darrow Company, Inc.

BUY
 -
12K
+ 870.62%
$407K - $4.26M
13.4K $692K
Nov 06, 2023 Q3 2023
Summit Asset Management, LLC

Memphis, TN
BUY
 -
12K
+ 900.0%
$406K - $4.25M
13.3K $688K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
12K
+ 850.57%
$405K - $4.25M
13.4K $691K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
12K
+ 878.72%
$405K - $4.24M
13.3K $688K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
11.9K
+ 1296.95%
$403K - $4.22M
12.8K $662K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
11.8K
New
$399K - $4.19M
11.8K $609K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
11.1K
+ 900.0%
$376K - $3.94M
12.4K $637K
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
10.9K
+ 899.92%
$370K - $3.88M
12.2K $627K
Oct 10, 2023 Q3 2023
Selective Wealth Management, Inc.

BUY
 -
10.9K
+ 885.81%
$367K - $3.85M
12.1K $623K
Nov 06, 2023 Q3 2023
Carr Financial Group Corp

Worcester, MA
BUY
 -
10.7K
+ 899.58%
$362K - $3.79M
11.9K $613K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
10.6K
+ 992.98%
$359K - $3.76M
11.7K $603K
Nov 07, 2023 Q3 2023
Avant Capital LLC

Lafayette, LA
BUY
 -
10.5K
+ 882.63%
$356K - $3.73M
11.7K $604K
Nov 20, 2023 Q3 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
10.4K
New
$350K - $3.67M
10.4K $534K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
10.2K
+ 735.08%
$346K - $3.62M
11.6K $599K
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
9.98K
+ 900.0%
$337K - $3.54M
11.1K $572K
Oct 19, 2023 Q3 2023
Focus Wealth Advisors, LLC

BUY
 -
9.83K
+ 900.0%
$332K - $3.48M
10.9K $563K
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
9.7K
+ 896.95%
$328K - $3.44M
10.8K $556K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.2K
+ 1194.16%
$311K - $3.26M
9.97K $514K
Oct 13, 2023 Q3 2023
Global Strategic Investment Solutions, LLC

BUY
 -
9.03K
+ 902.5%
$305K - $3.2M
10K $518K
Nov 06, 2023 Q3 2023
Savant Capital, LLC

BUY
 -
8.85K
+ 653.4%
$299K - $3.13M
10.2K $526K
Oct 19, 2023 Q3 2023
Virginia National Bank

BUY
 -
8.57K
+ 302.26%
$290K - $3.04M
11.4K $588K
Oct 17, 2023 Q3 2023
Fortune 45 LLC

BUY
 -
8.47K
+ 900.11%
$286K - $3M
9.41K $485K
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
8.37K
+ 1073.81%
$283K - $2.96M
9.14K $472K
Nov 14, 2023 Q3 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
8.37K
+ 868.64%
$283K - $2.96M
9.33K $481K
Nov 02, 2023 Q3 2023
Benedetti & Gucer, Inc.

BUY
 -
8.34K
+ 890.92%
$282K - $2.95M
9.28K $478K

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