Purchases and Sales Made in Q1 2024 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q1 2024. 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 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.5K+ 7.26% |
$235K - $266K
|
36.9K
$4.09M
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.42KNew |
$228K - $258K
|
2.42K
$268K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.41K+ 37.58% |
$227K - $256K
|
8.81K
$975K
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
2.37KNew |
$224K - $253K
|
2.37K
$263K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.35K+ 12.74% |
$222K - $250K
|
20.8K
$2.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.35KNew |
$221K - $250K
|
2.35K
$260K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.28K+ 1.56% |
$214K - $242K
|
148K
$16.4M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.22KNew |
$209K - $237K
|
2.22K
$246K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$203K - $229K
|
2.15K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.01K+ 36.03% |
$190K - $214K
|
7.6K
$841K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2KNew |
$189K - $213K
|
2K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.98K+ 0.85% |
$187K - $211K
|
234K
$26M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.98KNew |
$186K - $210K
|
1.98K
$219K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
1.97KNew |
$185K - $209K
|
1.97K
$218K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 8.22% |
$185K - $209K
|
25.9K
$2.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
1.97KNew |
$185K - $209K
|
1.97K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.95KNew |
$184K - $208K
|
1.95K
$216K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$181K - $205K
|
1.92K
$213K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.84K+ 37.32% |
$173K - $196K
|
6.77K
$750K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.84K+ 14.8% |
$173K - $196K
|
14.3K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
1.82K+ 3.45% |
$171K - $193K
|
54.4K
$6.03M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.67K+ 3.67% |
$157K - $178K
|
47.1K
$5.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.66K+ 2.5% |
$156K - $177K
|
67.9K
$7.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.62K+ 5.83% |
$153K - $173K
|
29.5K
$3.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.49KNew |
$140K - $158K
|
1.49K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.39K+ 65.15% |
$131K - $148K
|
3.52K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.38K+ 0.36% |
$130K - $147K
|
389K
$43.1M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.27KNew |
$119K - $135K
|
1.27K
$140K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
1.23K+ 1.23% |
$116K - $131K
|
101K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
1.2KNew |
$113K - $128K
|
1.2K
$133K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.19K+ 12.23% |
$112K - $127K
|
10.9K
$1.21M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.17K+ 6.47% |
$110K - $125K
|
19.3K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
1.12K+ 11.68% |
$106K - $119K
|
10.7K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.07K+ 41.05% |
$101K - $114K
|
3.67K
$406K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.03K+ 7.79% |
$96.6K - $109K
|
14.2K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 17.06% |
$95.4K - $108K
|
6.95K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
999+ 19.59% |
$94.1K - $106K
|
6.1K
$675K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
997New |
$93.9K - $106K
|
997
$110K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
993+ 5.58% |
$93.6K - $106K
|
18.8K
$2.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
966+ 2.11% |
$91K - $103K
|
46.8K
$5.18M
|
|
|
May 13, 2024
Q1 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
914+ 22.3% |
$86.1K - $97.3K
|
5.01K
$555K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
811+ 38.56% |
$76.4K - $86.4K
|
2.91K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
774+ 2.47% |
$72.9K - $82.4K
|
32.1K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
762+ 63.5% |
$71.8K - $81.1K
|
1.96K
$217K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
747+ 11.86% |
$70.4K - $79.5K
|
7.05K
$780K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
695+ 7.91% |
$65.5K - $74K
|
9.48K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
660+ 1.27% |
$62.2K - $70.3K
|
52.6K
$5.82M
|
|
|
May 15, 2024
Q1 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
647+ 4.82% |
$61K - $68.9K
|
14.1K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
602+ 20.01% |
$56.7K - $64.1K
|
3.61K
$400K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
546New |
$51.4K - $58.1K
|
546
$60.5K
|