Purchases and Sales Made in Q2 2024 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
150+ 7.45% |
$14.9K - $16K
|
2.16K
$237K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
142+ 7.24% |
$14.1K - $15.2K
|
2.1K
$231K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
135+ 6.4% |
$13.4K - $14.4K
|
2.25K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
122New |
$12.1K - $13K
|
122
$13.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
108+ 4.06% |
$10.7K - $11.5K
|
2.77K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
101+ 3.15% |
$10K - $10.8K
|
3.31K
$363K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
92+ 4.32% |
$9.14K - $9.82K
|
2.22K
$244K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
85+ 0.14% |
$8.44K - $9.07K
|
62.8K
$6.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
84+ 0.63% |
$8.34K - $8.96K
|
13.4K
$1.47M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
83+ 0.22% |
$8.24K - $8.86K
|
37K
$4.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
72New |
$7.15K - $7.68K
|
72
$7.89K
|
|
|
Jul 10, 2024
Q2 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
71+ 2.62% |
$7.05K - $7.58K
|
2.78K
$305K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
64New |
$6.36K - $6.83K
|
64
$7.02K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
43+ 9.03% |
$4.27K - $4.59K
|
519
$56.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
29New |
$2.88K - $3.09K
|
29
$3.18K
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
29New |
$2.88K - $3.09K
|
29
$3.18K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28New |
$2.78K - $2.99K
|
28
$3.07K
|
|
|
Oct 29, 2024
Q2 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
27+ 1.15% |
$2.68K - $2.88K
|
2.37K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
22+ 2200.0% |
$2.19K - $2.35K
|
23
$2.52K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
20+ 0.12% |
$1.99K - $2.13K
|
16.2K
$1.78M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17New |
$1.69K - $1.81K
|
17
$1.86K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
11+ 0.1% |
$1.09K - $1.17K
|
10.7K
$1.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.33% |
$993 - $1.07K
|
3K
$329K
|
|
|
Jul 25, 2024
Q2 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
9+ 0.33% |
$894 - $960
|
2.77K
$304K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
8+ 0.34% |
$795 - $854
|
2.33K
$255K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
6+ 0.26% |
$596 - $640
|
2.28K
$249K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
3+ 0.37% |
$298 - $320
|
815
$89.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$199 - $213
|
13.6K
$1.49M
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$99.3 - $107
|
3K
$329K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.45% |
$99.3 - $107
|
224
$24.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 0.4% |
$99.3 - $107
|
252
$27.6K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.21% |
$99.3 - $107
|
484
$53.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1+ 0.99% |
$99.3 - $107
|
102
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-6- 0.5% |
$596 - $640
|
1.2K
$131K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-10- 2.17% |
$993 - $1.07K
|
450
$49.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-17- 30.36% |
$1.69K - $1.81K
|
39
$4.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-24- 0.05% |
$2.38K - $2.56K
|
45.7K
$5M
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-29- 2.12% |
$2.88K - $3.09K
|
1.34K
$146K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-30- 1.01% |
$2.98K - $3.2K
|
2.94K
$322K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-72- 30.0% |
$7.15K - $7.68K
|
168
$18.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-76- 0.06% |
$7.55K - $8.11K
|
123K
$13.5M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-99- 4.22% |
$9.83K - $10.6K
|
2.25K
$247K
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-100- 4.36% |
$9.93K - $10.7K
|
2.19K
$240K
|
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-110- 1.03% |
$10.9K - $11.7K
|
10.6K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-127- 3.46% |
$12.6K - $13.6K
|
3.54K
$388K
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-134- 2.57% |
$13.3K - $14.3K
|
5.09K
$558K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-198- 2.27% |
$19.7K - $21.1K
|
8.51K
$932K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-226- 7.09% |
$22.4K - $24.1K
|
2.96K
$324K
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-226- 0.62% |
$22.4K - $24.1K
|
36.4K
$3.99M
|