Purchases and Sales Made in Q3 2024 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.11K+ 96.49% |
$299K - $331K
|
6.33K
$634K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.07K+ 0.39% |
$296K - $327K
|
785K
$78.7M
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.55K+ 7.8% |
$246K - $272K
|
35.3K
$3.53M
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.39K+ 2.23% |
$231K - $255K
|
110K
$11M
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.39KNew |
$230K - $255K
|
2.39K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.39KNew |
$230K - $255K
|
2.39K
$239K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.34K+ 104.32% |
$226K - $249K
|
4.59K
$459K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.34K+ 10.44% |
$225K - $249K
|
24.8K
$2.48M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.33K+ 107.54% |
$224K - $248K
|
4.49K
$450K
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
2.14K+ 2.1% |
$206K - $227K
|
104K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.09KNew |
$202K - $223K
|
2.09K
$210K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.04K+ 41.1% |
$196K - $217K
|
7K
$701K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.95KNew |
$188K - $207K
|
1.95K
$195K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.91K+ 1.11% |
$184K - $203K
|
174K
$17.4M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.63K+ 1.95% |
$157K - $174K
|
85.4K
$8.55M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.62KNew |
$156K - $173K
|
1.62K
$162K
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
1.56K+ 3.54% |
$150K - $166K
|
45.5K
$4.56M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.4KNew |
$134K - $149K
|
1.4K
$140K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.35K+ 8.47% |
$130K - $144K
|
17.3K
$1.73M
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
1.19K+ 7.59% |
$114K - $126K
|
16.8K
$1.68M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.17K+ 6852.94% |
$112K - $124K
|
1.18K
$118K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.09K+ 2.22% |
$105K - $116K
|
50.1K
$5.02M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.08K+ 5.29% |
$104K - $115K
|
21.5K
$2.16M
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.06K+ 17.51% |
$102K - $113K
|
7.14K
$715K
|
|
Nov 14, 2024
Q3 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
979+ 6.73% |
$94.3K - $104K
|
15.5K
$1.55M
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
912+ 0.9% |
$87.8K - $97.1K
|
102K
$10.3M
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
885+ 3.01% |
$85.2K - $94.2K
|
30.3K
$3.04M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
879+ 1.35% |
$84.6K - $93.6K
|
65.9K
$6.6M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
833+ 6.43% |
$80.2K - $88.7K
|
13.8K
$1.38M
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
814+ 15.3% |
$78.4K - $86.7K
|
6.14K
$615K
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
810+ 4.13% |
$78K - $86.3K
|
20.4K
$2.05M
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
807New |
$77.7K - $85.9K
|
807
$80.8K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
788+ 2.54% |
$75.9K - $83.9K
|
31.8K
$3.19M
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
780+ 30.79% |
$75.1K - $83.1K
|
3.31K
$332K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
711New |
$68.5K - $75.7K
|
711
$71.2K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
705+ 62.95% |
$67.9K - $75.1K
|
1.83K
$183K
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
586+ 14.99% |
$56.4K - $62.4K
|
4.5K
$450K
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
560+ 1.76% |
$53.9K - $59.6K
|
32.4K
$3.24M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
555New |
$53.4K - $59.1K
|
555
$55.6K
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
549+ 4.48% |
$52.9K - $58.5K
|
12.8K
$1.28M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
545+ 24.52% |
$52.5K - $58K
|
2.77K
$277K
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
533+ 20.23% |
$51.3K - $56.8K
|
3.17K
$317K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
531+ 2.66% |
$51.1K - $56.5K
|
20.5K
$2.05M
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
454+ 180.16% |
$43.7K - $48.3K
|
706
$70.7K
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
433+ 2.42% |
$41.7K - $46.1K
|
18.4K
$1.84M
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
427+ 7.16% |
$41.1K - $45.5K
|
6.39K
$640K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
408+ 1.26% |
$39.3K - $43.4K
|
32.8K
$3.28M
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
370+ 0.86% |
$35.6K - $39.4K
|
43.5K
$4.36M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
343+ 5.8% |
$33K - $36.5K
|
6.25K
$626K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
315+ 0.75% |
$30.3K - $33.5K
|
42.1K
$4.22M
|