Purchases and Sales Made in Q4 2024 in Invesco Exchange Traded Fd Tr (SPGP)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (SPGP) during Q4 2024. 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 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
607+ 116.96% |
$62.9K - $68.3K
|
1.13K
$112K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
592+ 0.52% |
$61.3K - $66.6K
|
115K
$11.4M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
558New |
$57.8K - $62.8K
|
558
$55.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
542+ 8.48% |
$56.2K - $61K
|
6.93K
$687K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
538+ 3.9% |
$55.7K - $60.5K
|
14.3K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
418+ 1.38% |
$43.3K - $47K
|
30.7K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
406New |
$42.1K - $45.7K
|
406
$40.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
405New |
$42K - $45.6K
|
405
$40.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
373+ 9.43% |
$38.6K - $42K
|
4.33K
$429K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
355+ 11.21% |
$36.8K - $39.9K
|
3.52K
$349K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
355+ 2.98% |
$36.8K - $39.9K
|
12.3K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
299+ 1.73% |
$31K - $33.6K
|
17.6K
$1.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
281+ 86.2% |
$29.1K - $31.6K
|
607
$60.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
250+ 9.58% |
$25.9K - $28.1K
|
2.86K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
185+ 8.83% |
$19.2K - $20.8K
|
2.28K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
179+ 0.35% |
$18.5K - $20.1K
|
51.2K
$5.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
177+ 3.94% |
$18.3K - $19.9K
|
4.67K
$463K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
163+ 39.28% |
$16.9K - $18.3K
|
578
$57.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
155+ 5.23% |
$16.1K - $17.4K
|
3.12K
$309K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
137+ 0.3% |
$14.2K - $15.4K
|
45.7K
$4.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
129+ 2.95% |
$13.4K - $14.5K
|
4.5K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
100New |
$10.4K - $11.3K
|
100
$9.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 34.13% |
$10.4K - $11.3K
|
393
$38.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
80+ 3.43% |
$8.29K - $9K
|
2.41K
$239K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
79New |
$8.18K - $8.89K
|
79
$7.82K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
77New |
$7.98K - $8.66K
|
77
$7.63K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
64+ 5.41% |
$6.63K - $7.2K
|
1.25K
$123K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
45+ 0.25% |
$4.66K - $5.06K
|
18.2K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
40+ 0.22% |
$4.14K - $4.5K
|
18.4K
$1.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
25+ 1.04% |
$2.59K - $2.81K
|
2.44K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
18+ 3.2% |
$1.86K - $2.03K
|
580
$57.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
17New |
$1.76K - $1.91K
|
17
$1.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
12+ 0.4% |
$1.24K - $1.35K
|
3.02K
$299K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
9+ 0.39% |
$932 - $1.01K
|
2.35K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.66% |
$207 - $225
|
303
$30K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.5% |
$104 - $113
|
203
$20.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.45% |
$104 - $113
|
225
$22.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1+ 0.21% |
$104 - $113
|
486
$48.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$104 - $113
|
16.5K
$1.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.12% |
$207 - $225
|
1.62K
$160K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2- 0.06% |
$207 - $225
|
3.08K
$305K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-3- 0.12% |
$311 - $338
|
2.46K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-8- 1.13% |
$829 - $900
|
703
$69.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12- 2.11% |
$1.24K - $1.35K
|
557
$55.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-15- 0.02% |
$1.55K - $1.69K
|
68K
$6.74M
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-15- 0.6% |
$1.55K - $1.69K
|
2.5K
$248K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-19- 0.66% |
$1.97K - $2.14K
|
2.87K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-19- 0.44% |
$1.97K - $2.14K
|
4.33K
$429K
|