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 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
523+ 6.02% |
$49.3K - $55.7K
|
9.21K
$998K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
476New |
$44.9K - $50.7K
|
476
$51.6K
|
|
Oct 18, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
474+ 0.47% |
$44.7K - $50.5K
|
102K
$11M
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
474+ 0.47% |
$44.7K - $50.5K
|
102K
$11M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
470+ 1.24% |
$44.3K - $50.1K
|
38.3K
$4.15M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
466+ 0.92% |
$43.9K - $49.6K
|
51.3K
$5.56M
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
450+ 4500.0% |
$42.4K - $47.9K
|
460
$49.8K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
438+ 110.05% |
$41.3K - $46.6K
|
836
$90.6K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
434+ 6.79% |
$40.9K - $46.2K
|
6.83K
$740K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
420+ 50.72% |
$39.6K - $44.7K
|
1.25K
$135K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
415New |
$39.1K - $44.2K
|
415
$45K
|
|
Apr 17, 2024
Q1 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
385+ 9.39% |
$36.3K - $41K
|
4.49K
$486K
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
364+ 36.36% |
$34.3K - $38.8K
|
1.37K
$148K
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
362+ 12.71% |
$34.1K - $38.5K
|
3.21K
$348K
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
361+ 42.27% |
$34K - $38.4K
|
1.22K
$132K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
353+ 9.9% |
$33.3K - $37.6K
|
3.92K
$425K
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
352+ 76.52% |
$33.2K - $37.5K
|
812
$88K
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
326+ 2.0% |
$30.7K - $34.7K
|
16.6K
$1.8M
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
316+ 1.82% |
$29.8K - $33.7K
|
17.7K
$1.92M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
316+ 83.38% |
$29.8K - $33.7K
|
695
$75.3K
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
312+ 13.0% |
$29.4K - $33.2K
|
2.71K
$294K
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
300New |
$28.3K - $31.9K
|
300
$32.5K
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
291New |
$27.4K - $31K
|
291
$31.5K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
260New |
$24.5K - $27.7K
|
260
$28.2K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
235New |
$22.1K - $25K
|
235
$25.5K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
229New |
$21.6K - $24.4K
|
229
$24.8K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
226+ 8.62% |
$21.3K - $24.1K
|
2.85K
$309K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
223New |
$21K - $23.7K
|
223
$24.2K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
205+ 3.47% |
$19.3K - $21.8K
|
6.11K
$662K
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
200New |
$18.8K - $21.3K
|
200
$21.7K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$18.8K - $21.3K
|
200
$21.7K
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
181+ 8.57% |
$17.1K - $19.3K
|
2.29K
$248K
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
142+ 0.12% |
$13.4K - $15.1K
|
117K
$12.7M
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
132New |
$12.4K - $14.1K
|
132
$14.3K
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
125+ 5.03% |
$11.8K - $13.3K
|
2.61K
$283K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
120+ 1.4% |
$11.3K - $12.8K
|
8.7K
$943K
|
|
May 13, 2024
Q1 2024
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
110+ 1.43% |
$10.4K - $11.7K
|
7.81K
$846K
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
108+ 3.73% |
$10.2K - $11.5K
|
3K
$325K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
99+ 3.39% |
$9.33K - $10.5K
|
3.02K
$327K
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
91New |
$8.57K - $9.69K
|
91
$9.86K
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
85+ 3.3% |
$8.01K - $9.05K
|
2.66K
$288K
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
84+ 23.27% |
$7.92K - $8.95K
|
445
$48.2K
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
70+ 1.46% |
$6.6K - $7.45K
|
4.85K
$526K
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
68+ 2.16% |
$6.41K - $7.24K
|
3.21K
$348K
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
60+ 9.39% |
$5.65K - $6.39K
|
699
$75.7K
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
57New |
$5.37K - $6.07K
|
57
$6.18K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
50+ 9.26% |
$4.71K - $5.32K
|
590
$63.9K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
50New |
$4.71K - $5.32K
|
50
$5.42K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
46New |
$4.33K - $4.9K
|
46
$4.98K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44+ 0.36% |
$4.15K - $4.69K
|
12.2K
$1.33M
|