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 $10.3 Million. This represents 4.25% of its overall portfolio holdings.

Number of Shares

99,013

Previous 96,237 2.88%

Holding current value

$10.3 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

353

Shares Held

23.1M

Call Options Held

6.3K

Put Options Held

1.7K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker SPGP
Sector ETFs
Industry ETFs

More about SPGP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planned Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planned Solutions, Inc. with notifications on news.

Account

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