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
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
56+ 1.62% |
$3.5K - $3.69K
|
3.51K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
54+ 0.44% |
$3.37K - $3.56K
|
12.3K
$883K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
50+ 0.14% |
$3.12K - $3.29K
|
35.3K
$2.54M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
49+ 1633.33% |
$3.06K - $3.23K
|
52
$3.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
47+ 0.57% |
$2.93K - $3.1K
|
8.24K
$593K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
46+ 0.31% |
$2.87K - $3.03K
|
14.8K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
43+ 0.92% |
$2.68K - $2.83K
|
4.7K
$339K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
41+ 0.37% |
$2.56K - $2.7K
|
11.1K
$796K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
39+ 0.16% |
$2.43K - $2.57K
|
23.9K
$1.72M
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
37+ 0.49% |
$2.31K - $2.44K
|
7.64K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
34+ 0.97% |
$2.12K - $2.24K
|
3.53K
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
26+ 0.18% |
$1.62K - $1.71K
|
14.1K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
23+ 0.56% |
$1.44K - $1.52K
|
4.15K
$299K
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
22+ 0.53% |
$1.37K - $1.45K
|
4.21K
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
18+ 0.2% |
$1.12K - $1.19K
|
9.14K
$658K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
18+ 0.17% |
$1.12K - $1.19K
|
10.4K
$749K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
18+ 0.37% |
$1.12K - $1.19K
|
4.92K
$354K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
17+ 0.19% |
$1.06K - $1.12K
|
8.8K
$633K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.55% |
$874 - $922
|
2.57K
$185K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
14+ 0.35% |
$874 - $922
|
4.05K
$291K
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
BUY
|
- |
14+ 0.25% |
$874 - $922
|
5.71K
$411K
|
|
|
May 09, 2024
Q1 2024
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
13+ 0.09% |
$812 - $856
|
14.1K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
13+ 0.22% |
$812 - $856
|
5.97K
$429K
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
12+ 0.36% |
$749 - $790
|
3.39K
$244K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.58% |
$749 - $790
|
2.07K
$149K
|
|
|
Apr 26, 2024
Q1 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11+ 0.23% |
$687 - $725
|
4.85K
$349K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10+ 0.16% |
$624 - $659
|
6.34K
$456K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 0.4% |
$624 - $659
|
2.53K
$182K
|
|
|
Apr 10, 2024
Q1 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
10+ 0.03% |
$624 - $659
|
29.7K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.09% |
$562 - $593
|
9.78K
$704K
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
8+ 0.19% |
$499 - $527
|
4.12K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
7+ 0.17% |
$437 - $461
|
4.24K
$306K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.13% |
$375 - $395
|
4.72K
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.14% |
$375 - $395
|
4.29K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5+ 0.06% |
$312 - $329
|
8.07K
$581K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
4+ 0.26% |
$250 - $263
|
1.55K
$111K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$125 - $132
|
838
$60.3K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$125 - $132
|
3.51K
$253K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.49% |
$62.4 - $65.9
|
204
$14.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.02% |
$62.4 - $65.9
|
6.21K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1+ 3.03% |
$62.4 - $65.9
|
34
$2.45K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.81% |
$62.4 - $65.9
|
125
$9K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1+ 0.02% |
$62.4 - $65.9
|
5.33K
$384K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.02% |
$62.4 - $65.9
|
6.18K
$445K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
SELL
|
- |
-1- 0.01% |
$62.4 - $65.9
|
8.71K
$627K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1- 3.33% |
$62.4 - $65.9
|
29
$2.09K
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1- 0.01% |
$62.4 - $65.9
|
7.01K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2- 0.01% |
$125 - $132
|
24.4K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2- 0.43% |
$125 - $132
|
463
$33.3K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 0.03% |
$250 - $263
|
14.7K
$1.06M
|