Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (XLG)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (XLG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
38.3K+ 14.09% |
$1.26M - $1.45M
|
310K
$16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
35.4K+ 2184.87% |
$1.16M - $1.34M
|
37K
$1.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
33.7K+ 28.36% |
$1.11M - $1.27M
|
152K
$7.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
32.6KNew |
$1.07M - $1.24M
|
32.6K
$1.68M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
30.5KNew |
$1M - $1.15M
|
30.5K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
30.5K+ 60.02% |
$1M - $1.15M
|
81.3K
$4.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
30.4K+ 121.6% |
$999K - $1.15M
|
55.4K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
30KNew |
$987K - $1.14M
|
30K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
29KNew |
$952K - $1.1M
|
29K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
28.9KNew |
$949K - $1.09M
|
28.9K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
27.4K+ 15.41% |
$902K - $1.04M
|
206K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
27.4K+ 16.57% |
$902K - $1.04M
|
193K
$9.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
26.6K+ 13.17% |
$875K - $1.01M
|
229K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
26KNew |
$853K - $982K
|
26K
$1.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
24.4K+ 289.74% |
$800K - $922K
|
32.8K
$1.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
24.1KNew |
$793K - $912K
|
24.1K
$1.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.4K+ 78.83% |
$768K - $884K
|
53K
$2.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
21.6K+ 28.51% |
$711K - $819K
|
97.6K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
21.4KNew |
$705K - $811K
|
21.4K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
21.2KNew |
$697K - $802K
|
21.2K
$1.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
20.8K+ 19.31% |
$683K - $786K
|
128K
$6.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18KNew |
$591K - $680K
|
18K
$927K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
17.2KNew |
$566K - $652K
|
17.2K
$888K
|
|
|
Jan 22, 2024
Q4 2023
|
Horizon Wealth Management, LLC
|
BUY
|
- |
17KNew |
$557K - $642K
|
17K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
15.8K+ 48.98% |
$520K - $599K
|
48.1K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
15.6KNew |
$512K - $590K
|
15.6K
$804K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 154.54% |
$506K - $583K
|
25.4K
$1.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
13.8KNew |
$452K - $520K
|
13.8K
$709K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
13.3K+ 900.0% |
$438K - $504K
|
14.8K
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$437K - $503K
|
13.3K
$685K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.7K+ 14.54% |
$419K - $482K
|
100K
$5.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
12.5K+ 5.03% |
$409K - $471K
|
260K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
11.9KNew |
$392K - $451K
|
11.9K
$615K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.9KNew |
$358K - $413K
|
10.9K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.9KNew |
$358K - $412K
|
10.9K
$561K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.7KNew |
$351K - $404K
|
10.7K
$551K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.5KNew |
$344K - $396K
|
10.5K
$540K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$341K - $393K
|
10.4K
$536K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
9.81K+ 41.01% |
$323K - $371K
|
33.7K
$1.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9.66KNew |
$318K - $366K
|
9.66K
$498K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
9.66KNew |
$317K - $365K
|
9.66K
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.1KNew |
$299K - $344K
|
9.1K
$469K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.76KNew |
$288K - $331K
|
8.76K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
7.72K+ 1.34% |
$254K - $292K
|
584K
$30.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.63KNew |
$251K - $289K
|
7.63K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
7.42KNew |
$244K - $281K
|
7.42K
$383K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6.87K+ 53.5% |
$226K - $260K
|
19.7K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.75K+ 30.22% |
$222K - $255K
|
29.1K
$1.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
6.37K+ 23.62% |
$209K - $241K
|
33.3K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.09K+ 101.84% |
$200K - $231K
|
12.1K
$623K
|