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
|
Apeiron Ria LLC
|
BUY
|
- |
5.85KNew |
$192K - $221K
|
5.85K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.73K+ 10.28% |
$188K - $217K
|
61.5K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.67KNew |
$186K - $214K
|
5.67K
$292K
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
5.5KNew |
$181K - $208K
|
5.5K
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.43KNew |
$178K - $205K
|
5.43K
$280K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.37KNew |
$177K - $203K
|
5.37K
$277K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.31KNew |
$174K - $201K
|
5.31K
$274K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.1K+ 2.56% |
$168K - $193K
|
204K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
4.67K+ 3.46% |
$153K - $177K
|
139K
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.33K+ 2.94% |
$142K - $164K
|
151K
$7.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.88K+ 2.62% |
$128K - $147K
|
152K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.81K+ 24.26% |
$125K - $144K
|
19.5K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.76K+ 7.02% |
$124K - $142K
|
57.4K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.74K+ 57.59% |
$123K - $142K
|
10.2K
$528K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.69K+ 48.21% |
$121K - $140K
|
11.4K
$586K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.5K+ 3.36% |
$115K - $132K
|
107K
$5.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.49K+ 3.35% |
$115K - $132K
|
107K
$5.54M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
3.39K+ 6.82% |
$111K - $128K
|
53K
$2.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
2.8K+ 27.94% |
$92.2K - $106K
|
12.8K
$662K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 60.93% |
$82.2K - $94.6K
|
6.6K
$341K
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
2.03K+ 6.08% |
$66.6K - $76.6K
|
35.3K
$1.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
2.02K+ 6.26% |
$66.5K - $76.6K
|
34.3K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.47K+ 3.74% |
$48.2K - $55.4K
|
40.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4K+ 10.18% |
$46K - $52.9K
|
15.1K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.32K+ 11.34% |
$43.3K - $49.8K
|
12.9K
$667K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.22KNew |
$40.1K - $46.2K
|
1.22K
$62.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.21KNew |
$39.6K - $45.6K
|
1.21K
$62.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.2K+ 141.13% |
$39.5K - $45.4K
|
2.05K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.2KNew |
$39.4K - $45.4K
|
1.2K
$61.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.13K+ 77.63% |
$37.1K - $42.7K
|
2.58K
$133K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
960New |
$31.6K - $36.3K
|
960
$49.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
750New |
$24.7K - $28.4K
|
750
$38.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
734+ 4.39% |
$24.1K - $27.8K
|
17.5K
$901K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
700New |
$23K - $26.5K
|
700
$36.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
647+ 25.52% |
$21.3K - $24.5K
|
3.18K
$164K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
620+ 7.26% |
$20.4K - $23.5K
|
9.16K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
576+ 4.88% |
$18.9K - $21.8K
|
12.4K
$639K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
550New |
$18.1K - $20.8K
|
550
$28.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
511+ 9.91% |
$16.8K - $19.3K
|
5.67K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
390New |
$12.8K - $14.8K
|
390
$20.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
381New |
$12.5K - $14.4K
|
381
$19.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
376New |
$12.4K - $14.2K
|
376
$19.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
340New |
$11.2K - $12.9K
|
340
$17.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
261+ 6.87% |
$8.58K - $9.88K
|
4.06K
$209K
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
BUY
|
- |
260+ 2.76% |
$8.55K - $9.84K
|
9.67K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
260New |
$8.55K - $9.84K
|
260
$13.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
250New |
$8.22K - $9.46K
|
250
$12.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
220+ 3.21% |
$7.23K - $8.32K
|
7.07K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
146+ 1.41% |
$4.8K - $5.52K
|
10.5K
$542K
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
BUY
|
- |
135+ 0.8% |
$4.44K - $5.11K
|
17K
$877K
|