Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
21.7K+ 34.68% |
$1.88M - $2.15M
|
84.4K
$8.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 5.64% |
$1.68M - $1.92M
|
363K
$38.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.1K+ 19.87% |
$1.66M - $1.9M
|
115K
$12.1M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
17.8KNew |
$1.54M - $1.77M
|
17.8K
$1.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
17.6KNew |
$1.52M - $1.75M
|
17.6K
$1.85M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
15.9K+ 627.33% |
$1.38M - $1.58M
|
18.5K
$1.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 13.66% |
$1.34M - $1.53M
|
128K
$13.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.1K+ 3.56% |
$1.31M - $1.5M
|
440K
$46.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
15.1K+ 53.3% |
$1.3M - $1.49M
|
43.3K
$4.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
14.8K+ 20.6% |
$1.28M - $1.47M
|
86.9K
$9.12M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.6KNew |
$1.27M - $1.45M
|
14.6K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.6K+ 18.94% |
$1.26M - $1.45M
|
91.7K
$9.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
12.8K+ 12.03% |
$1.11M - $1.27M
|
119K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12.5K+ 30.23% |
$1.08M - $1.23M
|
53.7K
$5.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.4K+ 179.23% |
$1.07M - $1.23M
|
19.3K
$2.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.4KNew |
$991K - $1.13M
|
11.4K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 19.32% |
$951K - $1.09M
|
67.9K
$7.12M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.6K+ 27.79% |
$916K - $1.05M
|
48.7K
$5.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.4K+ 25.91% |
$897K - $1.03M
|
50.4K
$5.28M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.2K+ 6.82% |
$882K - $1.01M
|
160K
$16.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
9.93K+ 906.02% |
$859K - $984K
|
11K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
9.9K+ 36.89% |
$857K - $981K
|
36.7K
$3.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
9.75KNew |
$844K - $967K
|
9.75K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.74K+ 14.13% |
$843K - $966K
|
78.7K
$8.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
9.43K+ 16.07% |
$816K - $935K
|
68.1K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.39K+ 10.54% |
$813K - $931K
|
98.5K
$10.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.27KNew |
$802K - $919K
|
9.27K
$972K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
9.24K+ 17.7% |
$800K - $916K
|
61.5K
$6.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.88K+ 86.98% |
$768K - $880K
|
19.1K
$2M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
8.79KNew |
$760K - $871K
|
8.79K
$921K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
8.68K+ 33.36% |
$751K - $860K
|
34.7K
$3.64M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
8.59K+ 29.42% |
$743K - $851K
|
37.8K
$3.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8.01K+ 13.77% |
$694K - $794K
|
66.2K
$6.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.43K+ 6.74% |
$643K - $736K
|
118K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
7.26KNew |
$629K - $720K
|
7.26K
$762K
|
|
|
Feb 13, 2024
Q4 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
7.25K+ 117.49% |
$627K - $719K
|
13.4K
$1.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.21K+ 18.86% |
$624K - $714K
|
45.4K
$4.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7.15K+ 18.48% |
$619K - $709K
|
45.8K
$4.81M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.56K+ 14.83% |
$568K - $651K
|
50.8K
$5.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.23KNew |
$540K - $618K
|
6.23K
$654K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
6.15K+ 103.43% |
$532K - $609K
|
12.1K
$1.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.79K+ 16.0% |
$501K - $574K
|
42K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
5.75K+ 79.49% |
$497K - $570K
|
13K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
5.53K+ 50.83% |
$479K - $548K
|
16.4K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
5.26KNew |
$455K - $521K
|
5.26K
$551K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
5.22K+ 679.17% |
$451K - $517K
|
5.98K
$628K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
5.2K+ 5.49% |
$450K - $515K
|
99.9K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
4.88KNew |
$423K - $484K
|
4.88K
$512K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.78KNew |
$414K - $474K
|
4.78K
$501K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.69K+ 15.16% |
$406K - $465K
|
35.6K
$3.73M
|