Purchases and Sales Made in Q2 2025 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
459+ 1.14% |
$39.5K - $49.4K
|
40.7K
$4.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
451+ 5.51% |
$38.8K - $48.6K
|
8.64K
$930K
|
|
|
Jul 30, 2025
Q2 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
437+ 0.33% |
$37.6K - $47.1K
|
134K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
422+ 2.71% |
$36.3K - $45.4K
|
16K
$1.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
410+ 1.27% |
$35.3K - $44.2K
|
32.7K
$3.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
345+ 3.97% |
$29.7K - $37.2K
|
9.03K
$972K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
325+ 2.72% |
$28K - $35K
|
12.3K
$1.32M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
323+ 6.29% |
$27.8K - $34.8K
|
5.46K
$588K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
321+ 11.48% |
$27.6K - $34.6K
|
3.12K
$336K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
315New |
$27.1K - $33.9K
|
315
$33.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
305+ 1.66% |
$26.2K - $32.8K
|
18.6K
$2.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
237+ 0.71% |
$20.4K - $25.5K
|
33.4K
$3.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
215New |
$18.5K - $23.2K
|
215
$23.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
214+ 1.12% |
$18.4K - $23K
|
19.3K
$2.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
180+ 6.83% |
$15.5K - $19.4K
|
2.82K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
179+ 2.75% |
$15.4K - $19.3K
|
6.69K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
128+ 0.76% |
$11K - $13.8K
|
17K
$1.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
116+ 5.02% |
$9.98K - $12.5K
|
2.43K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
96New |
$8.26K - $10.3K
|
96
$10.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
83+ 1.54% |
$7.14K - $8.94K
|
5.46K
$588K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
76+ 96.2% |
$6.54K - $8.19K
|
155
$16.7K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
69+ 1.84% |
$5.94K - $7.43K
|
3.81K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
51New |
$4.39K - $5.49K
|
51
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
49New |
$4.22K - $5.28K
|
49
$5.28K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
47+ 0.09% |
$4.04K - $5.06K
|
50.2K
$5.41M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
44+ 0.24% |
$3.79K - $4.74K
|
18K
$1.94M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 0.22% |
$2.67K - $3.34K
|
14.1K
$1.52M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
30+ 4.29% |
$2.58K - $3.23K
|
730
$78.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
22New |
$1.89K - $2.37K
|
22
$2.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Barry Investment Advisors, LLC
|
BUY
|
- |
16+ 0.25% |
$1.38K - $1.72K
|
6.53K
$703K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 0.29% |
$1.12K - $1.4K
|
4.53K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
10+ 0.33% |
$861 - $1.08K
|
3.04K
$328K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
9+ 8.74% |
$774 - $969
|
112
$12.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
8+ 0.36% |
$688 - $862
|
2.25K
$243K
|
|
|
Jul 23, 2025
Q2 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
6+ 0.18% |
$516 - $646
|
3.34K
$359K
|
|
|
Jul 23, 2025
Q2 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
4+ 11.76% |
$344 - $431
|
38
$4.09K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2+ 0.25% |
$172 - $215
|
817
$88K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.44% |
$86.1 - $108
|
227
$24.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.32% |
$86.1 - $108
|
312
$33.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3- 3.03% |
$258 - $323
|
96
$10.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4- 23.53% |
$344 - $431
|
13
$1.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-19- 0.14% |
$1.63K - $2.05K
|
13.4K
$1.45M
|
|
|
Jul 09, 2025
Q2 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
SELL
|
- |
-19- 0.62% |
$1.63K - $2.05K
|
3.06K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Chb Investment Group, LLC
New Hope, PA |
SELL
|
- |
-24- 0.1% |
$2.07K - $2.58K
|
25K
$2.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-26- 9.63% |
$2.24K - $2.8K
|
244
$26.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-33- 0.98% |
$2.84K - $3.55K
|
3.34K
$360K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-36- 1.15% |
$3.1K - $3.88K
|
3.1K
$334K
|