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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-246- 6.21% |
$15.4K - $16.2K
|
3.71K
$241K
|
|
May 14, 2024
Q1 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-248- 0.27% |
$15.5K - $16.3K
|
92.3K
$6M
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-257- 2.62% |
$16K - $16.9K
|
9.57K
$621K
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-260- 2.3% |
$16.2K - $17.1K
|
11K
$717K
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-263- 5.13% |
$16.4K - $17.3K
|
4.87K
$316K
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-268- 7.51% |
$16.7K - $17.7K
|
3.3K
$214K
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-273- 1.7% |
$17K - $18K
|
15.8K
$1.03M
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-275- 0.25% |
$17.2K - $18.1K
|
110K
$7.15M
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-277- 1.83% |
$17.3K - $18.2K
|
14.9K
$966K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-288- 2.64% |
$18K - $19K
|
10.6K
$689K
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-293- 4.19% |
$18.3K - $19.3K
|
6.71K
$436K
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-299- 0.89% |
$18.7K - $19.7K
|
33.4K
$2.17M
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-305- 1.24% |
$19K - $20.1K
|
24.3K
$1.58M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-338- 1.56% |
$21.1K - $22.3K
|
21.4K
$1.39M
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-344- 0.58% |
$21.5K - $22.7K
|
59.2K
$3.85M
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-351- 1.37% |
$21.9K - $23.1K
|
25.2K
$1.64M
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-358- 3.4% |
$22.3K - $23.6K
|
10.2K
$660K
|
|
May 14, 2024
Q1 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-365- 2.98% |
$22.8K - $24K
|
11.9K
$772K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-367- 3.89% |
$22.9K - $24.2K
|
9.08K
$589K
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-374- 1.9% |
$23.3K - $24.6K
|
19.3K
$1.25M
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-375- 16.68% |
$23.4K - $24.7K
|
1.87K
$122K
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-377- 3.02% |
$23.5K - $24.8K
|
12.1K
$787K
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-384- 0.77% |
$24K - $25.3K
|
49.2K
$3.2M
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-397- 7.92% |
$24.8K - $26.2K
|
4.62K
$300K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-403- 8.38% |
$25.2K - $26.5K
|
4.41K
$286K
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-413- 2.77% |
$25.8K - $27.2K
|
14.5K
$940K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-425- 9.43% |
$26.5K - $28K
|
4.08K
$265K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-425- 9.1% |
$26.5K - $28K
|
4.25K
$276K
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-435- 6.1% |
$27.2K - $28.7K
|
6.69K
$435K
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-438- 1.27% |
$27.3K - $28.9K
|
34.1K
$2.21M
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-440- 12.35% |
$27.5K - $29K
|
3.12K
$203K
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-440- 10.76% |
$27.5K - $29K
|
3.65K
$237K
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-490- 4.09% |
$30.6K - $32.3K
|
11.5K
$746K
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-519- 6.39% |
$32.4K - $34.2K
|
7.61K
$494K
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-525- 12.41% |
$32.8K - $34.6K
|
3.71K
$241K
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-560- 6.22% |
$35K - $36.9K
|
8.45K
$549K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-562- 34.29% |
$35.1K - $37K
|
1.08K
$70K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-607- 2.55% |
$37.9K - $40K
|
23.2K
$1.51M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-628- 1.99% |
$39.2K - $41.4K
|
30.9K
$2.01M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-634- 1.73% |
$39.6K - $41.8K
|
36K
$2.34M
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-635- 8.24% |
$39.6K - $41.8K
|
7.07K
$459K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 8.63% |
$40.6K - $42.8K
|
6.88K
$447K
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-660- 14.32% |
$41.2K - $43.5K
|
3.95K
$257K
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-669- 17.41% |
$41.8K - $44.1K
|
3.17K
$206K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-671- 9.18% |
$41.9K - $44.2K
|
6.64K
$431K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-672- 17.68% |
$42K - $44.3K
|
3.13K
$203K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-689- 9.13% |
$43K - $45.4K
|
6.86K
$445K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-699- 0.62% |
$43.6K - $46K
|
111K
$7.23M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-700- 18.67% |
$43.7K - $46.1K
|
3.05K
$198K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-709- 13.51% |
$44.3K - $46.7K
|
4.54K
$295K
|