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 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1.88K- 8.47% |
$177K - $200K
|
20.3K
$2.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.92K- 5.55% |
$181K - $205K
|
32.8K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.15K- 3.16% |
$203K - $229K
|
66K
$7.18M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.23K- 5.28% |
$210K - $237K
|
40K
$4.35M
|
|
|
May 07, 2024
Q1 2024
|
Keeler T Homas Management LLC
|
SELL
|
- |
-2.39K- 35.08% |
$226K - $255K
|
4.43K
$482K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-2.55K- 19.1% |
$240K - $272K
|
10.8K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.68K- 55.7% |
$252K - $285K
|
2.13K
$232K
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.85K- 0.23% |
$268K - $303K
|
1.23M
$133M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.9K- 3.7% |
$273K - $308K
|
75.4K
$8.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-3K- 3.82% |
$282K - $319K
|
75.4K
$8.2M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-3.14K- 3.99% |
$296K - $334K
|
75.6K
$8.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-3.14K- 58.06% |
$296K - $334K
|
2.27K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-3.19K- 10.05% |
$300K - $340K
|
28.5K
$3.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-3.45K- 5.45% |
$325K - $368K
|
59.9K
$6.51M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.47K- 4.11% |
$327K - $369K
|
80.9K
$8.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.18K- 8.59% |
$394K - $445K
|
44.5K
$4.84M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.2K- 14.25% |
$490K - $554K
|
31.3K
$3.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-5.24K- 52.6% |
$494K - $558K
|
4.72K
$514K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5.8K- 11.88% |
$546K - $617K
|
43K
$4.68M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-6.47K- 69.85% |
$610K - $689K
|
2.79K
$304K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.19K- 6.11% |
$677K - $765K
|
110K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.38K- 34.0% |
$790K - $892K
|
16.3K
$1.77M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.49K- 3.96% |
$800K - $904K
|
206K
$22.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.5K- 19.33% |
$989K - $1.12M
|
43.8K
$4.76M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.7K- 55.82% |
$1M - $1.13M
|
8.43K
$917K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-12.1K- 11.56% |
$1.14M - $1.29M
|
92.7K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.4K- 7.73% |
$1.16M - $1.32M
|
147K
$16M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-12.5K- 85.56% |
$1.18M - $1.33M
|
2.11K
$230K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-14.6K- 15.34% |
$1.38M - $1.55M
|
80.6K
$8.77M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-16.7K- 48.55% |
$1.58M - $1.78M
|
17.8K
$1.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.3K- 5.07% |
$2.1M - $2.38M
|
417K
$45.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-23K- 56.96% |
$2.17M - $2.45M
|
17.4K
$1.89M
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-24.3K- 86.79% |
$2.29M - $2.59M
|
3.7K
$402K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-29.4K- 26.58% |
$2.77M - $3.13M
|
81.3K
$8.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-35.9K- 69.49% |
$3.38M - $3.82M
|
15.8K
$1.71M
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-38.4K- 51.85% |
$3.62M - $4.09M
|
35.6K
$3.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-44.3K- 92.62% |
$4.17M - $4.71M
|
3.53K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.7K- 49.12% |
$4.59M - $5.18M
|
50.4K
$5.49M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-53K- 53.76% |
$4.99M - $5.64M
|
45.5K
$4.96M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-123K- 24.9% |
$11.6M - $13.1M
|
372K
$40.5M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-179K- 20.62% |
$16.8M - $19M
|
688K
$74.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
SELL
|
- |
-188K- 21.45% |
$17.8M - $20.1M
|
690K
$75.1M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-193KClosed |
$18.2M - $20.5M
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-207K- 43.56% |
$19.5M - $22M
|
268K
$29.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-218K- 92.05% |
$20.6M - $23.2M
|
18.8K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-256K- 16.82% |
$24.1M - $27.3M
|
1.27M
$138M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 5.69% |
$27.3M - $30.9M
|
4.8M
$522M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-290K- 5.69% |
$27.3M - $30.9M
|
4.8M
$522M
|