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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
736+ 13.23% |
$45.9K - $48.5K
|
6.3K
$454K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
731+ 19.85% |
$45.6K - $48.2K
|
4.41K
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
698+ 8.64% |
$43.6K - $46K
|
8.77K
$632K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
685+ 20.16% |
$42.8K - $45.1K
|
4.08K
$294K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
685+ 3.12% |
$42.8K - $45.1K
|
22.6K
$1.63M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
629+ 15.11% |
$39.3K - $41.4K
|
4.79K
$345K
|
|
|
Apr 10, 2024
Q1 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
625+ 9.54% |
$39K - $41.2K
|
7.18K
$517K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
615+ 15.34% |
$38.4K - $40.5K
|
4.63K
$333K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
566+ 13.04% |
$35.3K - $37.3K
|
4.91K
$353K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
559+ 14.46% |
$34.9K - $36.8K
|
4.42K
$318K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
536New |
$33.5K - $35.3K
|
536
$38.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
523+ 1.79% |
$32.7K - $34.5K
|
29.7K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
517+ 3.96% |
$32.3K - $34.1K
|
13.6K
$976K
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
517+ 3.89% |
$32.3K - $34.1K
|
13.8K
$995K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
465+ 2.42% |
$29K - $30.6K
|
19.6K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
446+ 9.97% |
$27.8K - $29.4K
|
4.92K
$354K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
367New |
$22.9K - $24.2K
|
367
$26.4K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
364+ 4.09% |
$22.7K - $24K
|
9.27K
$667K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
344+ 1.64% |
$21.5K - $22.7K
|
21.3K
$1.53M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
333+ 512.31% |
$20.8K - $21.9K
|
398
$28.7K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
315+ 5.32% |
$19.7K - $20.7K
|
6.23K
$449K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
314+ 0.46% |
$19.6K - $20.7K
|
68.5K
$4.93M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
311+ 2.85% |
$19.4K - $20.5K
|
11.2K
$808K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 149.25% |
$18.7K - $19.8K
|
501
$36.1K
|
|
|
May 13, 2024
Q1 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
272+ 0.35% |
$17K - $17.9K
|
78K
$5.62M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
242New |
$15.1K - $15.9K
|
242
$17.4K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
229New |
$14.3K - $15.1K
|
229
$16.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
228+ 0.88% |
$14.2K - $15K
|
26.2K
$1.88M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
223+ 16.19% |
$13.9K - $14.7K
|
1.6K
$115K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
208+ 0.58% |
$13K - $13.7K
|
36.3K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
206New |
$12.9K - $13.6K
|
206
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
194New |
$12.1K - $12.8K
|
194
$14K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
190+ 4.75% |
$11.9K - $12.5K
|
4.19K
$302K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
188+ 40.52% |
$11.7K - $12.4K
|
652
$46.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
186+ 0.38% |
$11.6K - $12.3K
|
48.9K
$3.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
182+ 2.9% |
$11.4K - $12K
|
6.46K
$465K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
181+ 0.99% |
$11.3K - $11.9K
|
18.5K
$1.33M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
180New |
$11.2K - $11.9K
|
180
$13K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
173+ 640.74% |
$10.8K - $11.4K
|
200
$14.4K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
172+ 13.53% |
$10.7K - $11.3K
|
1.44K
$104K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
165+ 2.88% |
$10.3K - $10.9K
|
5.9K
$425K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
162New |
$10.1K - $10.7K
|
162
$11.7K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
149New |
$9.3K - $9.81K
|
149
$10.7K
|
|
|
Jun 14, 2024
Q1 2024
|
Chelsea Counsel CO
|
BUY
|
- |
147New |
$9.18K - $9.68K
|
147
$10.6K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
128+ 3.09% |
$7.99K - $8.43K
|
4.27K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
127+ 2.58% |
$7.93K - $8.37K
|
5.05K
$363K
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
123+ 0.57% |
$7.68K - $8.1K
|
21.7K
$1.56M
|
|
|
Oct 31, 2024
Q1 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
116+ 1.75% |
$7.24K - $7.64K
|
6.74K
$485K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
73+ 1.25% |
$4.56K - $4.81K
|
5.9K
$425K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
72+ 1.51% |
$4.49K - $4.74K
|
4.84K
$348K
|