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 |
---|---|---|---|---|---|---|---|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
2.07K+ 76.44% |
$172K - $188K
|
4.78K
$520K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.96K+ 302.94% |
$163K - $178K
|
2.61K
$284K
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.84K+ 12.66% |
$153K - $167K
|
16.3K
$1.78M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.61K+ 5.07% |
$134K - $146K
|
33.4K
$3.63M
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.58K+ 3.87% |
$132K - $144K
|
42.4K
$4.62M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.58K+ 3.87% |
$132K - $144K
|
42.4K
$4.62M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.32KNew |
$110K - $120K
|
1.32K
$144K
|
|
Jul 21, 2023
Q2 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
1.3K+ 13.65% |
$108K - $118K
|
10.8K
$1.17M
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
969+ 3.7% |
$80.7K - $88K
|
27.2K
$2.95M
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
934+ 311.33% |
$77.8K - $84.8K
|
1.23K
$134K
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
701New |
$58.4K - $63.6K
|
701
$76.3K
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
701New |
$58.4K - $63.6K
|
701
$76.3K
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
607+ 14.7% |
$50.5K - $55.1K
|
4.74K
$515K
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
605+ 145.78% |
$50.4K - $54.9K
|
1.02K
$111K
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
542+ 15.9% |
$45.1K - $49.2K
|
3.95K
$430K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
502+ 1.93% |
$41.8K - $45.6K
|
26.5K
$2.88M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
440+ 12.04% |
$36.6K - $39.9K
|
4.09K
$445K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
439+ 0.32% |
$36.6K - $39.9K
|
139K
$15.2M
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
350+ 3.04% |
$29.1K - $31.8K
|
11.8K
$1.29M
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
330+ 9.7% |
$27.5K - $30K
|
3.73K
$406K
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
325+ 0.63% |
$27.1K - $29.5K
|
51.8K
$5.64M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
248+ 13.78% |
$20.6K - $22.5K
|
2.05K
$223K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
237+ 1.15% |
$19.7K - $21.5K
|
20.9K
$2.27M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
221+ 40.55% |
$18.4K - $20.1K
|
766
$83.3K
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
192+ 6.21% |
$16K - $17.4K
|
3.28K
$357K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
172New |
$14.3K - $15.6K
|
172
$18.7K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
161+ 0.16% |
$13.4K - $14.6K
|
102K
$11.1M
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
148+ 2.56% |
$12.3K - $13.4K
|
5.93K
$645K
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
120+ 3.85% |
$9.99K - $10.9K
|
3.24K
$352K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$8.33K - $9.08K
|
100
$10.9K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
98+ 28.82% |
$8.16K - $8.9K
|
438
$47.7K
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
96+ 3.26% |
$7.99K - $8.71K
|
3.04K
$331K
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
66+ 0.69% |
$5.5K - $5.99K
|
9.57K
$1.04M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
62+ 0.25% |
$5.16K - $5.63K
|
24.9K
$2.71M
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
60+ 0.66% |
$5K - $5.45K
|
9.11K
$991K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
46+ 0.12% |
$3.83K - $4.18K
|
37.2K
$4.05M
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
45New |
$3.75K - $4.09K
|
45
$4.9K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
41New |
$3.41K - $3.72K
|
41
$4.46K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25New |
$2.08K - $2.27K
|
25
$2.72K
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.75% |
$1.91K - $2.09K
|
3.11K
$338K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
21+ 20.0% |
$1.75K - $1.91K
|
126
$13.7K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 2.12% |
$916 - $999
|
530
$57.7K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10+ 0.13% |
$833 - $908
|
7.98K
$868K
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7+ 0.23% |
$583 - $635
|
2.99K
$325K
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
6+ 0.19% |
$500 - $545
|
3.08K
$336K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4New |
$333 - $363
|
4
$435
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.21% |
$83.3 - $90.8
|
479
$52.1K
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-9- 0.14% |
$749 - $817
|
6.52K
$709K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-15- 0.16% |
$1.25K - $1.36K
|
9.59K
$1.04M
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-15- 0.51% |
$1.25K - $1.36K
|
2.93K
$318K
|