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 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
192+ 3.92% |
$17.1K - $18.5K
|
5.09K
$561K
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
172+ 6.13% |
$15.3K - $16.5K
|
2.98K
$328K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
138+ 3.72% |
$12.3K - $13.3K
|
3.85K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
129+ 3.27% |
$11.5K - $12.4K
|
4.08K
$450K
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
124+ 0.44% |
$11K - $11.9K
|
28.3K
$3.12M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
116+ 2.47% |
$10.3K - $11.2K
|
4.81K
$530K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
105+ 0.66% |
$9.35K - $10.1K
|
16K
$1.76M
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
105+ 1.77% |
$9.35K - $10.1K
|
6.03K
$665K
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
100New |
$8.9K - $9.62K
|
100
$11K
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
93+ 0.37% |
$8.28K - $8.94K
|
25K
$2.76M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
78New |
$6.94K - $7.5K
|
78
$8.6K
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
70+ 1.25% |
$6.23K - $6.73K
|
5.68K
$626K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
68+ 0.33% |
$6.05K - $6.54K
|
20.9K
$2.31M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$4.45K - $4.81K
|
50
$5.51K
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
33+ 26.19% |
$2.94K - $3.17K
|
159
$17.5K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
30+ 0.09% |
$2.67K - $2.89K
|
33.4K
$3.68M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11New |
$979 - $1.06K
|
11
$1.21K
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
11+ 0.37% |
$979 - $1.06K
|
3K
$331K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
10New |
$890 - $962
|
10
$1.1K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10+ 1.1% |
$890 - $962
|
922
$102K
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.26% |
$178 - $192
|
768
$84.6K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.42% |
$178 - $192
|
481
$53K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-28- 5.28% |
$2.49K - $2.69K
|
502
$55.3K
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-59- 2.31% |
$5.25K - $5.67K
|
2.49K
$275K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 2.61% |
$6.05K - $6.54K
|
2.54K
$280K
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-95- 10.69% |
$8.46K - $9.14K
|
794
$87.5K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-116- 49.36% |
$10.3K - $11.2K
|
119
$13.1K
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
SELL
|
- |
-160- 5.27% |
$14.2K - $15.4K
|
2.88K
$317K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-171- 7.09% |
$15.2K - $16.4K
|
2.24K
$247K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-172- 6.14% |
$15.3K - $16.5K
|
2.63K
$290K
|
|
Oct 26, 2023
Q3 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-179- 1.66% |
$15.9K - $17.2K
|
10.6K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-193- 1.94% |
$17.2K - $18.6K
|
9.76K
$1.08M
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-197- 2.06% |
$17.5K - $18.9K
|
9.37K
$1.03M
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-238- 0.88% |
$21.2K - $22.9K
|
26.9K
$2.97M
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-255- 8.21% |
$22.7K - $24.5K
|
2.85K
$314K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-279- 0.93% |
$24.8K - $26.8K
|
29.6K
$3.26M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-308- 3.02% |
$27.4K - $29.6K
|
9.91K
$1.09M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-324- 1.84% |
$28.8K - $31.2K
|
17.3K
$1.9M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-409- 40.1% |
$36.4K - $39.3K
|
611
$67.3K
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-463- 15.82% |
$41.2K - $44.5K
|
2.46K
$272K
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-472- 2.78% |
$42K - $45.4K
|
16.5K
$1.82M
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-513- 16.63% |
$45.7K - $49.3K
|
2.57K
$283K
|
|
Oct 05, 2023
Q3 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-517- 0.63% |
$46K - $49.7K
|
81.6K
$8.99M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-755- 7.87% |
$67.2K - $72.6K
|
8.84K
$974K
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-787- 4.12% |
$70K - $75.7K
|
18.3K
$2.02M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-842- 1.62% |
$74.9K - $81K
|
51K
$5.62M
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-968- 2.48% |
$86.2K - $93.1K
|
38.1K
$4.2M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-983- 1.56% |
$87.5K - $94.5K
|
61.9K
$6.82M
|
|
Feb 06, 2024
Q3 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.03K- 1.03% |
$91.8K - $99.3K
|
98.8K
$10.9M
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.06K- 13.0% |
$94.7K - $102K
|
7.12K
$785K
|