Purchases and Sales Made in Q3 2023 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.76KNew |
$335K - $362K
|
3.76K
$415K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.55K+ 28.7% |
$316K - $341K
|
15.9K
$1.75M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
3.16K+ 113.78% |
$282K - $304K
|
5.94K
$655K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
2.95K+ 72.45% |
$262K - $283K
|
7.01K
$773K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.85K+ 76.27% |
$253K - $274K
|
6.58K
$725K
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.69KNew |
$240K - $259K
|
2.69K
$297K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.54K+ 20.83% |
$226K - $245K
|
14.8K
$1.63M
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.53KNew |
$225K - $243K
|
2.53K
$278K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
2.5KNew |
$223K - $240K
|
2.5K
$276K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.48K+ 28.69% |
$220K - $238K
|
11.1K
$1.22M
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.36KNew |
$210K - $227K
|
2.36K
$260K
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.36KNew |
$210K - $227K
|
2.36K
$260K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.18K+ 33.35% |
$194K - $209K
|
8.7K
$958K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.81K+ 17.33% |
$161K - $174K
|
12.3K
$1.35M
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.72K+ 7.2% |
$153K - $165K
|
25.6K
$2.82M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.68K+ 51.0% |
$149K - $161K
|
4.96K
$547K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.58K+ 47.05% |
$141K - $152K
|
4.94K
$544K
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.56K+ 27.44% |
$139K - $150K
|
7.23K
$797K
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.49K+ 31.48% |
$133K - $143K
|
6.23K
$686K
|
|
Nov 14, 2023
Q3 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.39K+ 29.13% |
$124K - $134K
|
6.17K
$680K
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.32K+ 1.13% |
$118K - $127K
|
118K
$13M
|
|
Nov 08, 2023
Q3 2023
|
Phraction Management LLC
Stamford, CT |
BUY
|
- |
1.1K+ 16.67% |
$97.9K - $106K
|
7.7K
$849K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.1KNew |
$97.5K - $105K
|
1.1K
$121K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.07KNew |
$95.5K - $103K
|
1.07K
$118K
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.06K+ 209.29% |
$94.3K - $102K
|
1.57K
$172K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.03K+ 235.84% |
$91.9K - $99.4K
|
1.47K
$162K
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.03KNew |
$91.7K - $99.1K
|
1.03K
$114K
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
1K+ 10.98% |
$89K - $96.2K
|
10.1K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
992+ 38.83% |
$88.3K - $95.4K
|
3.55K
$391K
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
796+ 7.8% |
$70.8K - $76.6K
|
11K
$1.21M
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
764+ 1.47% |
$68K - $73.5K
|
52.6K
$5.8M
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
716+ 4.38% |
$63.7K - $68.9K
|
17K
$1.88M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
701New |
$62.4K - $67.4K
|
701
$77.3K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
626+ 1.07% |
$55.7K - $60.2K
|
58.9K
$6.49M
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
623New |
$55.4K - $59.9K
|
623
$68.7K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
612+ 5.16% |
$54.5K - $58.9K
|
12.5K
$1.37M
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
603+ 363.25% |
$53.7K - $58K
|
769
$84.8K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
600New |
$53.4K - $57.7K
|
600
$66.1K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
445+ 16.74% |
$39.6K - $42.8K
|
3.1K
$342K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
424+ 0.5% |
$37.7K - $40.8K
|
84.7K
$9.34M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
407New |
$36.2K - $39.1K
|
407
$44.9K
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
394New |
$35.1K - $37.9K
|
394
$43.4K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
356+ 17.38% |
$31.7K - $34.2K
|
2.4K
$265K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
351+ 8.58% |
$31.2K - $33.8K
|
4.44K
$490K
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
350New |
$31.2K - $33.7K
|
350
$38.6K
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
342New |
$30.4K - $32.9K
|
342
$37.7K
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
340+ 5.6% |
$30.3K - $32.7K
|
6.41K
$707K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
285New |
$25.4K - $27.4K
|
285
$31.4K
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
231+ 7.59% |
$20.6K - $22.2K
|
3.27K
$361K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
216+ 526.83% |
$19.2K - $20.8K
|
257
$28.3K
|