Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.59K- 57.88% |
$286K - $302K
|
3.34K
$217K
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.68K- 23.28% |
$292K - $308K
|
15.4K
$1M
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.78K- 6.96% |
$298K - $315K
|
63.8K
$4.15M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.86K- 31.02% |
$303K - $320K
|
10.8K
$701K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.92K- 15.3% |
$307K - $324K
|
27.2K
$1.77M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.28K- 5.08% |
$330K - $348K
|
98.7K
$6.41M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.57K- 22.36% |
$348K - $367K
|
19.3K
$1.26M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5.74K- 19.3% |
$358K - $378K
|
24K
$1.56M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.76K- 0.58% |
$360K - $379K
|
984K
$63.9M
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.96K- 5.26% |
$372K - $393K
|
107K
$6.97M
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-6.15K- 3.45% |
$384K - $405K
|
172K
$11.2M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.16K- 1.14% |
$384K - $405K
|
534K
$34.7M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.21K- 85.03% |
$388K - $409K
|
1.09K
$71.1K
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.31K- 18.93% |
$394K - $416K
|
27K
$1.76M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.39K- 4.25% |
$399K - $421K
|
144K
$9.33M
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.7K- 49.4% |
$418K - $442K
|
6.87K
$446K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-7.27K- 6.24% |
$454K - $479K
|
109K
$7.1M
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.78K- 61.91% |
$486K - $512K
|
4.79K
$311K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.8K- 15.97% |
$487K - $514K
|
41K
$2.66M
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.9K- 2.05% |
$493K - $520K
|
378K
$24.6M
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.05K- 4.16% |
$565K - $596K
|
209K
$13.5M
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.6K- 7.95% |
$599K - $632K
|
111K
$7.22M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.92K- 72.87% |
$619K - $654K
|
3.69K
$240K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-10K- 36.17% |
$626K - $661K
|
17.7K
$1.15M
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-10.1K- 36.45% |
$633K - $668K
|
17.7K
$1.15M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.3K- 12.99% |
$641K - $677K
|
68.8K
$4.47M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-10.7K- 68.63% |
$666K - $703K
|
4.88K
$317K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.3K- 32.45% |
$704K - $743K
|
23.5K
$1.52M
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-11.3K- 30.9% |
$707K - $746K
|
25.3K
$1.65M
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-12.3K- 26.34% |
$767K - $809K
|
34.3K
$2.23M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 5.79% |
$786K - $830K
|
205K
$13.3M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13K- 61.9% |
$809K - $854K
|
7.98K
$518K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-14.3K- 77.06% |
$896K - $945K
|
4.27K
$277K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.6K- 9.33% |
$913K - $963K
|
142K
$9.23M
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-15.2K- 13.55% |
$947K - $1M
|
96.8K
$6.29M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.4K- 4.79% |
$1.09M - $1.15M
|
346K
$22.5M
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-18.5K- 83.41% |
$1.15M - $1.22M
|
3.68K
$239K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.7K- 5.35% |
$1.17M - $1.23M
|
330K
$21.4M
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-18.9K- 17.6% |
$1.18M - $1.24M
|
88.5K
$5.75M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-19.7K- 11.81% |
$1.23M - $1.3M
|
147K
$9.56M
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-20.5K- 21.15% |
$1.28M - $1.35M
|
76.5K
$4.97M
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.9K- 1.6% |
$1.31M - $1.38M
|
1.29M
$83.6M
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-24.6K- 4.79% |
$1.54M - $1.62M
|
490K
$31.8M
|
|
May 14, 2024
Q1 2024
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-27.3K- 22.72% |
$1.7M - $1.8M
|
92.8K
$6.03M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-28.8K- 26.93% |
$1.8M - $1.9M
|
78.1K
$5.08M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-29K- 7.14% |
$1.81M - $1.91M
|
377K
$24.5M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-29.2K- 27.56% |
$1.82M - $1.92M
|
76.8K
$4.99M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-29.3K- 8.71% |
$1.83M - $1.93M
|
307K
$19.9M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-32.9K- 4.8% |
$2.05M - $2.16M
|
651K
$42.3M
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-33.2K- 81.86% |
$2.07M - $2.19M
|
7.35K
$478K
|