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 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-204- 0.64% |
$12.7K - $13.4K
|
31.4K
$2.26M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-205- 1.46% |
$12.8K - $13.5K
|
13.9K
$999K
|
|
|
May 13, 2024
Q1 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-208- 24.36% |
$13K - $13.7K
|
646
$46.5K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-212- 14.81% |
$13.2K - $14K
|
1.22K
$87.8K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-213- 1.58% |
$13.3K - $14K
|
13.3K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-220- 2.59% |
$13.7K - $14.5K
|
8.27K
$595K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-224- 7.17% |
$14K - $14.8K
|
2.9K
$209K
|
|
|
May 01, 2024
Q1 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-224- 0.6% |
$14K - $14.8K
|
37.1K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-224- 3.79% |
$14K - $14.8K
|
5.68K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-225- 5.98% |
$14K - $14.8K
|
3.54K
$255K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-226- 2.3% |
$14.1K - $14.9K
|
9.61K
$692K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-232- 0.06% |
$14.5K - $15.3K
|
373K
$26.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-236- 33.1% |
$14.7K - $15.5K
|
477
$34.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-240- 1.3% |
$15K - $15.8K
|
18.2K
$1.31M
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-246- 3.05% |
$15.4K - $16.2K
|
7.83K
$563K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-246- 6.21% |
$15.4K - $16.2K
|
3.71K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-248- 0.27% |
$15.5K - $16.3K
|
92.3K
$6.65M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-257- 2.62% |
$16K - $16.9K
|
9.57K
$689K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-260- 2.3% |
$16.2K - $17.1K
|
11K
$794K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-263- 5.13% |
$16.4K - $17.3K
|
4.87K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-268- 7.51% |
$16.7K - $17.7K
|
3.3K
$238K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-273- 1.7% |
$17K - $18K
|
15.8K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-275- 0.25% |
$17.2K - $18.1K
|
110K
$7.93M
|
|
|
Jan 27, 2025
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-276- 4.28% |
$17.2K - $18.2K
|
6.18K
$445K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-277- 1.83% |
$17.3K - $18.2K
|
14.9K
$1.07M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-288- 2.64% |
$18K - $19K
|
10.6K
$764K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-293- 4.19% |
$18.3K - $19.3K
|
6.71K
$483K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-299- 0.89% |
$18.7K - $19.7K
|
33.4K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-305- 1.24% |
$19K - $20.1K
|
24.3K
$1.75M
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-325- 4.0% |
$20.3K - $21.4K
|
7.79K
$561K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-338- 1.56% |
$21.1K - $22.3K
|
21.4K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-344- 0.58% |
$21.5K - $22.7K
|
59.2K
$4.26M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-351- 1.37% |
$21.9K - $23.1K
|
25.2K
$1.82M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-358- 3.4% |
$22.3K - $23.6K
|
10.2K
$732K
|
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-365- 2.98% |
$22.8K - $24K
|
11.9K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-367- 3.89% |
$22.9K - $24.2K
|
9.08K
$653K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-374- 1.9% |
$23.3K - $24.6K
|
19.3K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-375- 16.68% |
$23.4K - $24.7K
|
1.87K
$135K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-377- 3.02% |
$23.5K - $24.8K
|
12.1K
$872K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-384- 0.77% |
$24K - $25.3K
|
49.2K
$3.54M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-397- 7.92% |
$24.8K - $26.2K
|
4.62K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-403- 8.38% |
$25.2K - $26.5K
|
4.41K
$317K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-413- 2.77% |
$25.8K - $27.2K
|
14.5K
$1.04M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-425- 9.43% |
$26.5K - $28K
|
4.08K
$294K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-425- 9.1% |
$26.5K - $28K
|
4.25K
$306K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-435- 6.1% |
$27.2K - $28.7K
|
6.69K
$482K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-438- 1.27% |
$27.3K - $28.9K
|
34.1K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-440- 10.76% |
$27.5K - $29K
|
3.65K
$263K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-440- 12.35% |
$27.5K - $29K
|
3.12K
$225K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-490- 4.09% |
$30.6K - $32.3K
|
11.5K
$827K
|