Purchases and Sales Made in Q2 2023 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12K+ 46.73% |
$997K - $1.09M
|
37.6K
$4.09M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.5K+ 30.22% |
$957K - $1.04M
|
49.5K
$5.39M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
10.9K+ 227.89% |
$909K - $991K
|
15.7K
$1.71M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
10.2K+ 181.86% |
$853K - $930K
|
15.9K
$1.73M
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
10K+ 36.78% |
$834K - $909K
|
37.2K
$4.05M
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
10K+ 25.7% |
$833K - $908K
|
48.9K
$5.32M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.81K+ 16.29% |
$733K - $799K
|
62.9K
$6.84M
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
8.22K+ 21.59% |
$684K - $746K
|
46.3K
$5.04M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
8.1K+ 4070.85% |
$674K - $735K
|
8.3K
$903K
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
7.4K+ 86.05% |
$616K - $672K
|
16K
$1.74M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.34K+ 292.86% |
$611K - $667K
|
9.85K
$1.07M
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
7.15K+ 96.27% |
$595K - $649K
|
14.6K
$1.59M
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
7.03K+ 43.74% |
$585K - $638K
|
23.1K
$2.51M
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.89K+ 904.99% |
$573K - $625K
|
7.65K
$832K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.82K+ 87.67% |
$568K - $619K
|
14.6K
$1.59M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.76K+ 9.1% |
$563K - $613K
|
81K
$8.81M
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
6.55K+ 14.01% |
$545K - $594K
|
53.3K
$5.8M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
6.38K+ 37.78% |
$531K - $579K
|
23.3K
$2.53M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.24K+ 102.09% |
$520K - $567K
|
12.4K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.84K+ 5.23% |
$487K - $531K
|
118K
$12.8M
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
5.67KNew |
$472K - $515K
|
5.67K
$617K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.58K+ 19.36% |
$465K - $507K
|
34.4K
$3.74M
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
5.39KNew |
$448K - $489K
|
5.39K
$586K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.38K+ 12.1% |
$448K - $488K
|
49.9K
$5.43M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.35K+ 11.5% |
$445K - $486K
|
51.9K
$5.64M
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
5.33K+ 77.49% |
$444K - $484K
|
12.2K
$1.33M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.24K+ 9.63% |
$437K - $476K
|
59.7K
$6.49M
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$411K - $448K
|
4.94K
$537K
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
4.87K+ 17.54% |
$405K - $442K
|
32.6K
$3.55M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.63K+ 79.41% |
$385K - $420K
|
10.4K
$1.14M
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.6KNew |
$383K - $417K
|
4.6K
$500K
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.86K+ 7.82% |
$321K - $350K
|
53.2K
$5.79M
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.71K+ 7.52% |
$309K - $337K
|
53.1K
$5.77M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.44K+ 3.47% |
$287K - $312K
|
103K
$11.2M
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.36KNew |
$280K - $305K
|
3.36K
$365K
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.18KNew |
$265K - $289K
|
3.18K
$346K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3K+ 2.64% |
$250K - $272K
|
117K
$12.7M
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.88K+ 3.14% |
$240K - $261K
|
94.7K
$10.3M
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.81KNew |
$234K - $255K
|
2.81K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.8KNew |
$233K - $254K
|
2.8K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
2.78KNew |
$231K - $252K
|
2.78K
$302K
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.78K+ 5.4% |
$231K - $252K
|
54.2K
$5.89M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7KNew |
$225K - $245K
|
2.7K
$294K
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.66KNew |
$221K - $241K
|
2.66K
$289K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
2.66K+ 35.2% |
$221K - $241K
|
10.2K
$1.11M
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.6KNew |
$217K - $236K
|
2.6K
$283K
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.56KNew |
$213K - $232K
|
2.56K
$278K
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
2.55KNew |
$212K - $232K
|
2.55K
$278K
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
2.41KNew |
$201K - $219K
|
2.41K
$263K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.11K+ 10.17% |
$175K - $191K
|
22.8K
$2.48M
|