Planned Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History

Planned Solutions, Inc.

$231 Million
Q1 2025

A detailed history of Planned Solutions, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Planned Solutions, Inc. holds 99,013 shares of SPGP stock, worth $9.31 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

99,013

Previous 96,237 2.88%

Holding current value

$9.31 Million

Previous $10.1 Million 2.84%

% of portfolio

4.25%

Previous 4.38%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$96.88 - $111.25 $268,938 - $308,830	2,776 Added 2.88%	99,013 $9.81 Million
Q4 2024 Jan 16, 2025	SELL	$103.6 - $112.52 $780,004 - $847,163	-7,529 Reduced 7.26%	96,237 $10.1 Million
Q3 2024 Oct 08, 2024	BUY	$96.3 - $106.49 $205,600 - $227,356	2,135 Added 2.1%	103,766 $10.9 Million
Q2 2024 Jul 24, 2024	BUY	$99.32 - $106.72 $51,845 - $55,707	522 Added 0.52%	101,631 $10.4 Million
Q1 2024 Apr 26, 2024	BUY	$94.23 - $106.49 $116,185 - $131,302	1,233 Added 1.23%	101,109 $10.8 Million
Q4 2023 Jan 17, 2024	BUY	$86.55 - $99.14 $449,800 - $515,230	5,197 Added 5.49%	99,876 $9.79 Million
Q3 2023 Feb 06, 2024	SELL	$89.0 - $96.18 $91,848 - $99,257	-1,032 Reduced 1.03%	98,844 $9.02 Million
Q2 2023 Jul 11, 2023	BUY	$83.26 - $90.78 $239,788 - $261,446	2,880 Added 3.14%	94,679 $8.59 Million
Q1 2023 Apr 12, 2023	BUY	$81.44 - $92.77 $589,544 - $671,562	7,239 Added 8.56%	91,799 $7.83 Million
Q4 2022 Jan 25, 2023	BUY	$75.79 - $87.98 $376,979 - $437,612	4,974 Added 6.25%	84,560 $0
Q3 2022 Oct 20, 2022	BUY	$74.83 - $89.86 $5.96 Million - $7.15 Million	79,586 New	79,586 $5.96 Million

Others Institutions Holding SPGP

# of Institutions

355

Shares Held

25.9M

Call Options Held

3.1K

Put Options Held

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About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
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Planned Solutions, Inc. Invesco Exchange Traded Fd Tr Transaction History