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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q1 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
34+ 1.47% |
$3.2K - $3.62K
|
2.34K
$255K
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
25New |
$2.36K - $2.66K
|
25
$2.72K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25New |
$2.36K - $2.66K
|
25
$2.72K
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
23+ 0.13% |
$2.17K - $2.45K
|
17.2K
$1.87M
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
17+ 0.37% |
$1.6K - $1.81K
|
4.58K
$498K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
14+ 0.06% |
$1.32K - $1.49K
|
23.5K
$2.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.37% |
$1.04K - $1.17K
|
2.99K
$325K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9New |
$848 - $958
|
9
$979
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
8+ 0.29% |
$754 - $852
|
2.75K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.35% |
$754 - $852
|
2.32K
$253K
|
|
|
May 10, 2024
Q1 2024
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
6+ 0.06% |
$565 - $639
|
10.1K
$1.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.07% |
$283 - $319
|
4.45K
$484K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.21% |
$94.2 - $106
|
483
$52.6K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1New |
$94.2 - $106
|
1
$109
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-18- 20.45% |
$1.7K - $1.92K
|
70
$7.62K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-41- 1.43% |
$3.86K - $4.37K
|
2.83K
$308K
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-54- 0.98% |
$5.09K - $5.75K
|
5.47K
$595K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-56- 63.64% |
$5.28K - $5.96K
|
32
$3.48K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-58- 0.97% |
$5.47K - $6.18K
|
5.93K
$645K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-62- 9.57% |
$5.84K - $6.6K
|
586
$63.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-65- 0.65% |
$6.12K - $6.92K
|
9.89K
$1.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-81- 0.5% |
$7.63K - $8.63K
|
16.2K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-90- 0.66% |
$8.48K - $9.58K
|
13.5K
$1.46M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-98- 0.92% |
$9.23K - $10.4K
|
10.6K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-106- 0.29% |
$9.99K - $11.3K
|
36.6K
$3.99M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-129- 0.82% |
$12.2K - $13.7K
|
15.6K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-152- 38.78% |
$14.3K - $16.2K
|
240
$26.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-166- 99.4% |
$15.6K - $17.7K
|
1
$109
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-184- 35.73% |
$17.3K - $19.6K
|
331
$36K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-199- 49.75% |
$18.8K - $21.2K
|
201
$21.9K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-222- 9.93% |
$20.9K - $23.6K
|
2.01K
$219K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-299- 49.42% |
$28.2K - $31.8K
|
306
$33.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-344- 0.66% |
$32.4K - $36.6K
|
51.4K
$5.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-376- 13.21% |
$35.4K - $40K
|
2.47K
$269K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-400- 25.56% |
$37.7K - $42.6K
|
1.17K
$127K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-483- 3.43% |
$45.5K - $51.4K
|
13.6K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-553- 3.22% |
$52.1K - $58.9K
|
16.6K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-761- 19.14% |
$71.7K - $81K
|
3.22K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-825- 20.71% |
$77.7K - $87.9K
|
3.16K
$344K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-839- 22.68% |
$79.1K - $89.3K
|
2.86K
$311K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-987- 5.61% |
$93K - $105K
|
16.6K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-1.18K- 3.6% |
$111K - $126K
|
31.6K
$3.44M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.3K- 23.15% |
$123K - $139K
|
4.33K
$471K
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.33K- 6.92% |
$126K - $142K
|
17.9K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.38K- 8.45% |
$130K - $147K
|
14.9K
$1.63M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.53K- 22.56% |
$144K - $162K
|
5.24K
$570K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.68K- 29.85% |
$158K - $179K
|
3.95K
$429K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.68K- 6.2% |
$158K - $179K
|
25.4K
$2.77M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-1.82K- 6.65% |
$172K - $194K
|
25.6K
$2.78M
|