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 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$81.4 - $92.8
|
1
$106
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 0.38% |
$163 - $186
|
519
$54.9K
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-14- 0.41% |
$1.14K - $1.3K
|
3.41K
$361K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-22- 0.67% |
$1.79K - $2.04K
|
3.25K
$344K
|
|
May 15, 2023
Q1 2023
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-161- 1.67% |
$13.1K - $14.9K
|
9.5K
$1.01M
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-191- 0.68% |
$15.6K - $17.7K
|
28K
$2.97M
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-207- 1.52% |
$16.9K - $19.2K
|
13.4K
$1.42M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-237- 1.14% |
$19.3K - $22K
|
20.6K
$2.18M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-273- 8.49% |
$22.2K - $25.3K
|
2.94K
$311K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-360- 4.97% |
$29.3K - $33.4K
|
6.88K
$728K
|
|
May 08, 2023
Q1 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-529- 5.47% |
$43.1K - $49.1K
|
9.14K
$967K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-620Closed |
$50.5K - $57.5K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-800- 5.58% |
$65.2K - $74.2K
|
13.5K
$1.43M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-809- 11.83% |
$65.9K - $75.1K
|
6.03K
$638K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-862- 10.2% |
$70.2K - $80K
|
7.59K
$803K
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.19K- 64.92% |
$96.8K - $110K
|
642
$67.9K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-1.19K- 2.84% |
$97.1K - $111K
|
40.9K
$4.32M
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.19K- 2.84% |
$97.1K - $111K
|
40.9K
$4.32M
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-1.27K- 2.65% |
$103K - $118K
|
46.5K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.72K- 13.24% |
$140K - $159K
|
11.3K
$1.19M
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.87K- 44.08% |
$152K - $173K
|
2.37K
$251K
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 38.5% |
$157K - $179K
|
3.08K
$326K
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-1.99K- 1.02% |
$162K - $185K
|
192K
$20.4M
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.04K- 21.31% |
$248K - $282K
|
11.2K
$1.19M
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-4.06K- 4.31% |
$331K - $377K
|
90.2K
$9.55M
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.12K- 13.91% |
$335K - $382K
|
25.5K
$2.7M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.13K- 43.22% |
$418K - $476K
|
6.75K
$714K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.82K- 2.97% |
$474K - $540K
|
190K
$20.1M
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-5.97K- 5.49% |
$486K - $554K
|
103K
$10.9M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.57K- 49.32% |
$535K - $609K
|
6.75K
$714K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.98K- 19.59% |
$569K - $648K
|
28.7K
$3.03M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 18.77% |
$837K - $953K
|
44.5K
$4.71M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-24.8K- 46.23% |
$2.02M - $2.3M
|
28.8K
$3.05M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-30.8K- 94.48% |
$2.51M - $2.86M
|
1.8K
$191K
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.8K- 68.52% |
$3M - $3.42M
|
16.9K
$1.79M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-45.2K- 23.71% |
$3.68M - $4.19M
|
145K
$15.4M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-55.4K- 16.39% |
$4.51M - $5.14M
|
283K
$29.9M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-59K- 62.34% |
$4.81M - $5.47M
|
35.7K
$3.77M
|