Modern Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Modern Wealth Management, LLC holds 243,512 shares of SPGP stock, worth $26.9 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
243,512
Previous 32,689 644.94%
Holding current value
$26.9 Million
Previous $3.52 Million 785916.99%
% of portfolio
0.55%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$107.27 - $113.94 $22.6 Million - $24 Million
210,823 Added 644.94%
243,512 $27.7 Billion
Q2 2025

Aug 14, 2025
BUY
$86.05 - $107.7 $35,280 - $44,157
410 Added 1.27%
32,689 $3.52 Million
Q1 2025

May 30, 2025
BUY
$96.88 - $111.25 $12,981 - $14,907
134 Added 0.42%
32,279 $3.22 Million
Q1 2025

May 15, 2025
BUY
$96.88 - $111.25 $24,801 - $28,480
256 Added 0.8%
32,145 $3.21 Billion
Q4 2024

May 30, 2025
SELL
$103.6 - $112.52 $98,005 - $106,443
-946 Reduced 2.94%
31,199 $3.27 Million
Q4 2024

May 29, 2025
SELL
$103.6 - $112.52 $3.06 Million - $3.32 Million
-29,545 Reduced 91.91%
2,600 $272,000
Q4 2024

Feb 11, 2025
SELL
$103.6 - $112.52 $430,976 - $468,083
-4,160 Reduced 11.54%
31,889 $3.45 Billion
Q3 2024

May 30, 2025
BUY
$96.3 - $106.49 $362,280 - $400,615
3,762 Added 11.7%
35,907 $3.76 Million
Q3 2024

Nov 05, 2024
BUY
$96.3 - $106.49 $3.47 Million - $3.84 Million
36,049 New
36,049 $3.77 Billion

Others Institutions Holding SPGP

# of Institutions
341
Shares Held
17.1M
Call Options Held
6.6K
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

SPGP Quotes by TradingView
  • Ticker SPGP
  • Sector ETFs
  • Industry ETFs
More about SPGP
Track This Portfolio

Track Modern Wealth Management, LLC Portfolio

Follow Modern Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email