Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q1 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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.4KNew |
$277K - $316K
|
3.4K
$370K
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
3.12KNew |
$254K - $289K
|
3.12K
$339K
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
3.08KNew |
$251K - $286K
|
3.08K
$335K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.07K+ 2577.31% |
$250K - $285K
|
3.19K
$347K
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.95KNew |
$240K - $273K
|
2.95K
$321K
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
2.75KNew |
$224K - $255K
|
2.75K
$299K
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.74K+ 57.06% |
$223K - $254K
|
7.55K
$821K
|
|
May 15, 2023
Q1 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.71KNew |
$221K - $251K
|
2.71K
$295K
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
2.7KNew |
$220K - $250K
|
2.7K
$294K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.66KNew |
$216K - $246K
|
2.66K
$289K
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.66KNew |
$216K - $246K
|
2.66K
$289K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
2.51KNew |
$204K - $233K
|
2.51K
$273K
|
|
Oct 28, 2024
Q1 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.42KNew |
$197K - $224K
|
2.42K
$263K
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.03K+ 4.29% |
$165K - $188K
|
49.3K
$5.37M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.57K+ 1.6% |
$127K - $145K
|
99.3K
$10.8M
|
|
Apr 21, 2023
Q1 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
1.46K+ 1.24% |
$119K - $135K
|
119K
$12.9M
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.41KNew |
$115K - $131K
|
1.41K
$154K
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.3K+ 4.26% |
$106K - $120K
|
31.7K
$3.45M
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.29K+ 4.08% |
$105K - $119K
|
32.8K
$3.57M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 26.31% |
$96.8K - $110K
|
5.7K
$620K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.13K+ 183.69% |
$91.7K - $104K
|
1.74K
$189K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
912New |
$74.3K - $84.6K
|
912
$99.2K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
889New |
$72.4K - $82.5K
|
889
$96.7K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
774+ 7.22% |
$63K - $71.8K
|
11.5K
$1.25M
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
714+ 30.68% |
$58.1K - $66.2K
|
3.04K
$331K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
575+ 798.61% |
$46.8K - $53.3K
|
647
$70.4K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
545New |
$44.4K - $50.6K
|
545
$59.3K
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
491+ 1.4% |
$40K - $45.6K
|
35.7K
$3.88M
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
437+ 2.16% |
$35.6K - $40.5K
|
20.7K
$2.25M
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
415New |
$33.8K - $38.5K
|
415
$45.2K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
398+ 5.66% |
$32.4K - $36.9K
|
7.43K
$808K
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
340New |
$27.7K - $31.5K
|
340
$37K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
331+ 3.44% |
$27K - $30.7K
|
9.96K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
284+ 6.16% |
$23.1K - $26.3K
|
4.9K
$533K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
256+ 2.26% |
$20.8K - $23.7K
|
11.6K
$1.26M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
240+ 2.56% |
$19.5K - $22.3K
|
9.61K
$1.05M
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
190+ 3.4% |
$15.5K - $17.6K
|
5.78K
$629K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
179+ 2.3% |
$14.6K - $16.6K
|
7.97K
$867K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
176New |
$14.3K - $16.3K
|
176
$19.1K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
166New |
$13.5K - $15.4K
|
166
$18.1K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
161+ 423.68% |
$13.1K - $14.9K
|
199
$21.7K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
161+ 5.49% |
$13.1K - $14.9K
|
3.09K
$336K
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
132New |
$10.8K - $12.2K
|
132
$14.4K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
105New |
$8.55K - $9.74K
|
105
$11.4K
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
77+ 0.31% |
$6.27K - $7.14K
|
24.9K
$2.71M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
35+ 7.9% |
$2.85K - $3.25K
|
478
$52K
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
25+ 0.13% |
$2.04K - $2.32K
|
19.3K
$2.1M
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
14+ 0.31% |
$1.14K - $1.3K
|
4.55K
$495K
|
|
Apr 13, 2023
Q1 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9+ 0.3% |
$733 - $835
|
2.98K
$324K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.05% |
$163 - $186
|
3.65K
$397K
|