Purchases and Sales Made in Q4 2023 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.69K+ 15.16% |
$406K - $465K
|
35.6K
$3.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
4.67K+ 26.55% |
$404K - $463K
|
22.3K
$2.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.64K+ 59.63% |
$402K - $460K
|
12.4K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4.43K+ 9.99% |
$384K - $439K
|
48.8K
$5.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
4.36K+ 181.24% |
$377K - $432K
|
6.76K
$745K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.35KNew |
$376K - $431K
|
4.35K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.31KNew |
$373K - $427K
|
4.31K
$475K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.25K+ 19.38% |
$367K - $421K
|
26.2K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23KNew |
$366K - $420K
|
4.23K
$466K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
4.2K+ 8.67% |
$363K - $416K
|
52.6K
$5.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
4.04K+ 97.3% |
$350K - $401K
|
8.19K
$903K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.98KNew |
$345K - $395K
|
3.98K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.98KNew |
$344K - $394K
|
3.98K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.95K+ 60.09% |
$342K - $392K
|
10.5K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.87K+ 19.71% |
$335K - $384K
|
23.5K
$2.59M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
3.85K+ 10.05% |
$334K - $382K
|
42.2K
$4.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.57KNew |
$309K - $353K
|
3.57K
$393K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.47KNew |
$301K - $344K
|
3.47K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
3.31K+ 838.83% |
$286K - $328K
|
3.7K
$408K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.24K+ 4.32% |
$281K - $321K
|
78.3K
$8.63M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.04K+ 12.61% |
$263K - $301K
|
27.1K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
3KNew |
$259K - $297K
|
3K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.96K+ 99.29% |
$256K - $293K
|
5.93K
$654K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.93KNew |
$254K - $291K
|
2.93K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.92KNew |
$253K - $289K
|
2.92K
$322K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.84K+ 39.82% |
$245K - $281K
|
9.96K
$1.1M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.79K+ 41.28% |
$241K - $276K
|
9.53K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.79K+ 41.28% |
$241K - $276K
|
9.53K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
2.77K+ 4.57% |
$239K - $274K
|
63.3K
$6.98M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
2.77K+ 7.98% |
$239K - $274K
|
37.4K
$4.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
BUY
|
- |
2.74KNew |
$237K - $272K
|
2.74K
$302K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.6K+ 86.04% |
$225K - $258K
|
5.62K
$620K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.57KNew |
$223K - $255K
|
2.57K
$284K
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.49KNew |
$215K - $246K
|
2.49K
$274K
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.41K+ 95.25% |
$208K - $238K
|
4.93K
$543K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.35KNew |
$203K - $233K
|
2.35K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.31KNew |
$200K - $229K
|
2.31K
$255K
|
|
|
Oct 28, 2024
Q4 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.31KNew |
$200K - $229K
|
2.31K
$255K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.12K+ 12.53% |
$183K - $210K
|
19K
$2.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.1KNew |
$182K - $208K
|
2.1K
$232K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.03K+ 2029.0% |
$176K - $201K
|
2.13K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.97K+ 29.42% |
$171K - $196K
|
8.68K
$957K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.77K+ 6.0% |
$154K - $176K
|
31.3K
$3.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.48K+ 4.06% |
$128K - $146K
|
37.8K
$4.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 1.42% |
$127K - $146K
|
105K
$11.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.41K+ 1.77% |
$122K - $139K
|
81K
$8.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.34K+ 0.15% |
$116K - $133K
|
867K
$95.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.28K+ 8.48% |
$110K - $126K
|
16.3K
$1.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.27K+ 7.97% |
$110K - $126K
|
17.2K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.24K+ 24.58% |
$108K - $123K
|
6.3K
$694K
|