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 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-67- 0.27% |
$4.18K - $4.41K
|
24.7K
$1.6M
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-70- 1.45% |
$4.37K - $4.61K
|
4.77K
$310K
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-71- 4.27% |
$4.43K - $4.68K
|
1.59K
$103K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-76- 0.35% |
$4.74K - $5.01K
|
21.7K
$1.41M
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-80- 0.57% |
$4.99K - $5.27K
|
14K
$911K
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-82- 2.21% |
$5.12K - $5.4K
|
3.62K
$235K
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83- 1.26% |
$5.18K - $5.47K
|
6.52K
$423K
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-86- 0.22% |
$5.37K - $5.66K
|
38.7K
$2.51M
|
|
Apr 15, 2024
Q1 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-96- 0.12% |
$5.99K - $6.32K
|
77.6K
$5.04M
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-100- 1.68% |
$6.24K - $6.59K
|
5.87K
$381K
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-103- 2.51% |
$6.43K - $6.78K
|
4K
$260K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-104- 92.86% |
$6.49K - $6.85K
|
8
$520
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-105- 0.67% |
$6.56K - $6.92K
|
15.5K
$1M
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-107- 0.59% |
$6.68K - $7.05K
|
17.9K
$1.16M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-110- 1.31% |
$6.87K - $7.25K
|
8.31K
$540K
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-115- 1.08% |
$7.18K - $7.58K
|
10.5K
$685K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-116- 2.61% |
$7.24K - $7.64K
|
4.32K
$281K
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-130- 3.52% |
$8.12K - $8.56K
|
3.56K
$231K
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-132- 1.3% |
$8.24K - $8.69K
|
9.99K
$649K
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-140- 11.44% |
$8.74K - $9.22K
|
1.08K
$70.4K
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-141- 3.52% |
$8.8K - $9.29K
|
3.86K
$251K
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-144- 2.71% |
$8.99K - $9.49K
|
5.18K
$336K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-151- 0.21% |
$9.43K - $9.95K
|
71.1K
$4.62M
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-152- 25.33% |
$9.49K - $10K
|
448
$29.1K
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-153- 0.51% |
$9.55K - $10.1K
|
30K
$1.95M
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-155- 0.53% |
$9.68K - $10.2K
|
29.2K
$1.9M
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-158- 0.84% |
$9.86K - $10.4K
|
18.5K
$1.2M
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-161- 4.52% |
$10.1K - $10.6K
|
3.4K
$221K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-180- 1.17% |
$11.2K - $11.9K
|
15.3K
$990K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-182- 1.27% |
$11.4K - $12K
|
14.1K
$918K
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-186- 1.24% |
$11.6K - $12.3K
|
14.8K
$961K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-186- 6.45% |
$11.6K - $12.3K
|
2.7K
$175K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-189- 0.6% |
$11.8K - $12.4K
|
31.5K
$2.05M
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-190- 3.99% |
$11.9K - $12.5K
|
4.57K
$297K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-201- 1.74% |
$12.5K - $13.2K
|
11.4K
$737K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-204- 0.64% |
$12.7K - $13.4K
|
31.4K
$2.04M
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-205- 1.46% |
$12.8K - $13.5K
|
13.9K
$901K
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-208- 24.36% |
$13K - $13.7K
|
646
$42K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-212- 14.81% |
$13.2K - $14K
|
1.22K
$79.2K
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-213- 1.58% |
$13.3K - $14K
|
13.3K
$861K
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 2.59% |
$13.7K - $14.5K
|
8.27K
$537K
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-224- 0.6% |
$14K - $14.8K
|
37.1K
$2.41M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-224- 3.79% |
$14K - $14.8K
|
5.68K
$369K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-224- 7.17% |
$14K - $14.8K
|
2.9K
$188K
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-225- 5.98% |
$14K - $14.8K
|
3.54K
$230K
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-226- 2.3% |
$14.1K - $14.9K
|
9.61K
$624K
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-232- 0.06% |
$14.5K - $15.3K
|
373K
$24.2M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-236- 33.1% |
$14.7K - $15.5K
|
477
$31K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-240- 1.3% |
$15K - $15.8K
|
18.2K
$1.18M
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-246- 3.05% |
$15.4K - $16.2K
|
7.83K
$508K
|