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 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 0.47% |
$1.64K - $1.88K
|
4.1K
$452K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
18+ 0.4% |
$1.56K - $1.78K
|
4.56K
$503K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
18New |
$1.56K - $1.78K
|
18
$1.98K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.07% |
$260 - $297
|
4.45K
$490K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
2New |
$173 - $198
|
2
$220
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.21% |
$86.6 - $99.1
|
482
$53.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6- 0.01% |
$519 - $595
|
111K
$12.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-20- 0.67% |
$1.73K - $1.98K
|
2.98K
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-51- 0.5% |
$4.41K - $5.06K
|
10.1K
$1.11M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-63- 0.64% |
$5.45K - $6.25K
|
9.84K
$1.08M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-110- 21.91% |
$9.52K - $10.9K
|
392
$43.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-123- 2.04% |
$10.6K - $12.2K
|
5.9K
$650K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-126- 5.34% |
$10.9K - $12.5K
|
2.24K
$246K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-127- 2.95% |
$11K - $12.6K
|
4.18K
$461K
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-146- 18.39% |
$12.6K - $14.5K
|
648
$71.4K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-158- 2.78% |
$13.7K - $15.7K
|
5.53K
$609K
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-184- 1.12% |
$15.9K - $18.2K
|
16.3K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-255- 2.88% |
$22.1K - $25.3K
|
8.58K
$946K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-261- 2.09% |
$22.6K - $25.9K
|
12.2K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-369- 1.52% |
$31.9K - $36.6K
|
23.9K
$2.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-420- 3.78% |
$36.4K - $41.6K
|
10.7K
$1.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-497- 45.1% |
$43K - $49.3K
|
605
$66.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-679- 2.02% |
$58.8K - $67.3K
|
33K
$3.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-739- 25.93% |
$64K - $73.3K
|
2.11K
$233K
|
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-830- 1.58% |
$71.8K - $82.3K
|
51.8K
$5.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-832- 56.56% |
$72K - $82.5K
|
639
$70.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-906- 84.44% |
$78.4K - $89.8K
|
167
$18.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-974- 5.64% |
$84.3K - $96.6K
|
16.3K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.03K- 9.39% |
$89.4K - $102K
|
9.96K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.07K- 29.18% |
$92.7K - $106K
|
2.6K
$286K
|
|
|
Jan 25, 2024
Q4 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.11K- 6.07% |
$96.1K - $110K
|
17.2K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.14K- 2.75% |
$98.8K - $113K
|
40.4K
$4.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.15K- 4.59% |
$99.5K - $114K
|
23.9K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.25K- 1.06% |
$108K - $124K
|
117K
$12.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.26K- 27.53% |
$109K - $125K
|
3.33K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.5K- 4.16% |
$130K - $148K
|
34.5K
$3.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.52K- 0.64% |
$131K - $150K
|
237K
$26.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.67K- 2.08% |
$144K - $165K
|
78.4K
$8.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.89K- 7.14% |
$164K - $188K
|
24.6K
$2.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.04K- 12.46% |
$177K - $203K
|
14.4K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.63K- 16.47% |
$228K - $261K
|
13.4K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-3.22K- 6.31% |
$279K - $319K
|
47.8K
$5.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.25K- 1.6% |
$282K - $323K
|
201K
$22.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.79K- 35.69% |
$328K - $376K
|
6.83K
$752K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-5K- 13.22% |
$433K - $496K
|
32.8K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.76K- 6.63% |
$585K - $671K
|
95.2K
$10.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.99K- 11.87% |
$605K - $693K
|
51.9K
$5.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-7.61K- 12.3% |
$659K - $755K
|
54.3K
$5.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-9.9K- 1.11% |
$857K - $981K
|
879K
$96.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12K- 62.73% |
$1.04M - $1.19M
|
7.11K
$784K
|