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 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-1- 0.01% |
$62.4 - $65.9
|
7.01K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2- 0.43% |
$125 - $132
|
463
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-2- 0.01% |
$125 - $132
|
24.4K
$1.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4- 0.03% |
$250 - $263
|
14.7K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 1.24% |
$375 - $395
|
476
$34.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-10- 0.23% |
$624 - $659
|
4.28K
$314K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-11- 0.16% |
$687 - $725
|
6.69K
$491K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-15Closed |
$936 - $988
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Coombe, Bender & CO LLC
|
SELL
|
- |
-19- 0.57% |
$1.19K - $1.25K
|
3.31K
$243K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-26Closed |
$1.62K - $1.71K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-39- 0.14% |
$2.43K - $2.57K
|
28.2K
$2.07M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-44- 0.07% |
$2.75K - $2.9K
|
66.5K
$4.87M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-45- 1.28% |
$2.81K - $2.96K
|
3.46K
$254K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-46- 4.8% |
$2.87K - $3.03K
|
913
$66.9K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-47- 1.12% |
$2.93K - $3.1K
|
4.15K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-48- 1.5% |
$3K - $3.16K
|
3.15K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-49- 0.85% |
$3.06K - $3.23K
|
5.73K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-49- 9.07% |
$3.06K - $3.23K
|
491
$36K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-60- 1.14% |
$3.75K - $3.95K
|
5.19K
$380K
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-67- 0.27% |
$4.18K - $4.41K
|
24.7K
$1.81M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.45% |
$4.37K - $4.61K
|
4.77K
$350K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-71- 4.27% |
$4.43K - $4.68K
|
1.59K
$117K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-76- 0.35% |
$4.74K - $5.01K
|
21.7K
$1.59M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-80- 0.57% |
$4.99K - $5.27K
|
14K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-82- 2.21% |
$5.12K - $5.4K
|
3.62K
$266K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83- 1.26% |
$5.18K - $5.47K
|
6.52K
$478K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-86- 0.22% |
$5.37K - $5.66K
|
38.7K
$2.84M
|
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-96- 0.12% |
$5.99K - $6.32K
|
77.6K
$5.69M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-100- 1.68% |
$6.24K - $6.59K
|
5.87K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-103- 2.51% |
$6.43K - $6.78K
|
4K
$293K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-104- 92.86% |
$6.49K - $6.85K
|
8
$586
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-105- 0.67% |
$6.56K - $6.92K
|
15.5K
$1.13M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-107- 0.59% |
$6.68K - $7.05K
|
17.9K
$1.31M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-108- 0.79% |
$6.74K - $7.11K
|
13.6K
$997K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-110- 1.31% |
$6.87K - $7.25K
|
8.31K
$609K
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-115- 1.08% |
$7.18K - $7.58K
|
10.5K
$773K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-116- 2.61% |
$7.24K - $7.64K
|
4.32K
$317K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-130- 3.52% |
$8.12K - $8.56K
|
3.56K
$261K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-132- 1.3% |
$8.24K - $8.69K
|
9.99K
$733K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-140- 11.44% |
$8.74K - $9.22K
|
1.08K
$79.5K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-141- 3.52% |
$8.8K - $9.29K
|
3.86K
$283K
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-144- 2.71% |
$8.99K - $9.49K
|
5.18K
$379K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-151- 0.21% |
$9.43K - $9.95K
|
71.1K
$5.21M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-152- 25.33% |
$9.49K - $10K
|
448
$32.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-153- 0.51% |
$9.55K - $10.1K
|
30K
$2.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-155- 0.53% |
$9.68K - $10.2K
|
29.2K
$2.14M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-158- 0.84% |
$9.86K - $10.4K
|
18.5K
$1.36M
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-160- 44.44% |
$9.99K - $10.5K
|
200
$14.7K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 4.52% |
$10.1K - $10.6K
|
3.4K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-180- 1.17% |
$11.2K - $11.9K
|
15.3K
$1.12M
|