Purchases and Sales Made in Q1 2023 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q1 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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
19KNew |
$1.55M - $1.76M
|
19K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
18.1K+ 57.69% |
$1.47M - $1.67M
|
49.4K
$5.22M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18K+ 21.88% |
$1.47M - $1.67M
|
100K
$10.6M
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
17.9KNew |
$1.46M - $1.66M
|
17.9K
$1.9M
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
16.9KNew |
$1.38M - $1.57M
|
16.9K
$1.79M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.3K+ 14.17% |
$1.33M - $1.51M
|
132K
$13.9M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
16.1KNew |
$1.31M - $1.49M
|
16.1K
$1.7M
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
14.5KNew |
$1.18M - $1.34M
|
14.5K
$1.53M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
13.6K+ 22.64% |
$1.11M - $1.26M
|
73.5K
$7.78M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
12.4K+ 1.89% |
$1.01M - $1.15M
|
667K
$70.6M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
12.3K+ 50.11% |
$1.01M - $1.15M
|
37K
$3.92M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3KNew |
$999K - $1.14M
|
12.3K
$1.3M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 5.19% |
$873K - $994K
|
217K
$23M
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.76K+ 29.7% |
$795K - $905K
|
42.6K
$4.51M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.74K+ 13.26% |
$793K - $903K
|
83.2K
$8.8M
|
|
May 02, 2023
Q1 2023
|
Keeler T Homas Management LLC
|
BUY
|
- |
9.5KNew |
$773K - $881K
|
9.5K
$1.01M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.29K+ 5.72% |
$756K - $861K
|
172K
$18.2M
|
|
Apr 28, 2023
Q1 2023
|
Win Advisors, Inc
|
BUY
|
- |
9.16KNew |
$746K - $850K
|
9.16K
$970K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
9.11KNew |
$742K - $845K
|
9.11K
$964K
|
|
May 11, 2023
Q1 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
9.05KNew |
$737K - $840K
|
9.05K
$958K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.91K+ 9.57% |
$725K - $826K
|
102K
$10.8M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
8.7K+ 106.2% |
$708K - $807K
|
16.9K
$1.79M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.56K+ 12.25% |
$697K - $794K
|
78.4K
$8.3M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.25K+ 17.85% |
$672K - $765K
|
54.5K
$5.76M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.78KNew |
$634K - $722K
|
7.78K
$823K
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
BUY
|
- |
7.76K+ 2.83% |
$632K - $720K
|
282K
$29.8M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
7.63K+ 49.58% |
$621K - $707K
|
23K
$2.44M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.41K+ 294.75% |
$603K - $687K
|
9.92K
$1.05M
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
7.24K+ 8.56% |
$590K - $672K
|
91.8K
$9.72M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.98K+ 24.36% |
$569K - $648K
|
35.7K
$3.77M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
6.66KNew |
$542K - $617K
|
6.66K
$704K
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.6K+ 25.29% |
$537K - $612K
|
32.7K
$3.46M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
6.53KNew |
$532K - $606K
|
6.53K
$691K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.12KNew |
$498K - $567K
|
6.12K
$647K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.09K+ 30.83% |
$496K - $565K
|
25.8K
$2.73M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.85KNew |
$476K - $542K
|
5.85K
$619K
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.82KNew |
$474K - $540K
|
5.82K
$616K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
5.63KNew |
$459K - $523K
|
5.63K
$596K
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.34KNew |
$435K - $495K
|
5.34K
$565K
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
5.13K+ 12.33% |
$418K - $476K
|
46.7K
$4.95M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.85K+ 10.02% |
$395K - $450K
|
53.2K
$5.63M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.79KNew |
$390K - $444K
|
4.79K
$507K
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.69KNew |
$382K - $435K
|
4.69K
$497K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.44KNew |
$362K - $412K
|
4.44K
$470K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4.13KNew |
$336K - $383K
|
4.13K
$437K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.93KNew |
$320K - $364K
|
3.93K
$416K
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.89K+ 43.63% |
$316K - $360K
|
12.8K
$1.35M
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.8KNew |
$309K - $353K
|
3.8K
$402K
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
3.79K+ 21.57% |
$309K - $352K
|
21.4K
$2.26M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.48K+ 9.3% |
$283K - $323K
|
40.9K
$4.33M
|