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 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-717- 6.09% |
$44.8K - $47.2K
|
11.1K
$719K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-721- 2.71% |
$45K - $47.5K
|
25.9K
$1.68M
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-736- 6.46% |
$45.9K - $48.5K
|
10.7K
$693K
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-744- 15.31% |
$46.4K - $49K
|
4.12K
$267K
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-750- 7.89% |
$46.8K - $49.4K
|
8.75K
$568K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-769- 5.1% |
$48K - $50.7K
|
14.3K
$929K
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-787- 11.19% |
$49.1K - $51.8K
|
6.24K
$406K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-798- 0.92% |
$49.8K - $52.6K
|
86K
$5.59M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-799- 4.39% |
$49.9K - $52.6K
|
17.4K
$1.13M
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-889- 21.0% |
$55.5K - $58.6K
|
3.34K
$217K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-900- 21.67% |
$56.2K - $59.3K
|
3.25K
$211K
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-903- 0.85% |
$56.4K - $59.5K
|
106K
$6.85M
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-938- 2.59% |
$58.6K - $61.8K
|
35.3K
$2.3M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-952- 23.32% |
$59.4K - $62.7K
|
3.13K
$203K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-958- 8.31% |
$59.8K - $63.1K
|
10.6K
$687K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-1K- 7.61% |
$62.4K - $65.9K
|
12.1K
$789K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1K- 1.68% |
$62.4K - $65.9K
|
58.4K
$3.79M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1K- 1.22% |
$62.7K - $66.1K
|
81.6K
$5.3M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.01K- 4.37% |
$62.7K - $66.2K
|
22K
$1.43M
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.03K- 5.07% |
$64.2K - $67.8K
|
19.3K
$1.25M
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.07K- 5.04% |
$66.8K - $70.5K
|
20.2K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.1K- 40.43% |
$68.7K - $72.5K
|
1.62K
$105K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.11K- 22.27% |
$69K - $72.9K
|
3.86K
$251K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.11K- 19.06% |
$69.5K - $73.4K
|
4.73K
$307K
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.14K- 8.01% |
$71.1K - $75K
|
13.1K
$849K
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.15K- 2.83% |
$71.5K - $75.4K
|
39.4K
$2.56M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.16K- 7.12% |
$72.2K - $76.1K
|
15.1K
$979K
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.16K- 6.26% |
$72.4K - $76.3K
|
17.4K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.17K- 8.37% |
$73.2K - $77.2K
|
12.8K
$834K
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.18K- 4.55% |
$73.7K - $77.7K
|
24.8K
$1.61M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 24.42% |
$78.2K - $82.5K
|
3.87K
$252K
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.29K- 3.14% |
$80.4K - $84.8K
|
39.7K
$2.58M
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.35K- 14.63% |
$84K - $88.7K
|
7.86K
$510K
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 4.0% |
$85.2K - $89.9K
|
32.8K
$2.13M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.39K- 12.17% |
$86.7K - $91.5K
|
10K
$651K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 8.89% |
$88K - $92.9K
|
14.4K
$938K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 3.92% |
$88K - $92.9K
|
34.6K
$2.25M
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.43K- 10.98% |
$89K - $93.9K
|
11.6K
$750K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.47K- 12.2% |
$91.5K - $96.5K
|
10.5K
$685K
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.48K- 14.19% |
$92.4K - $97.5K
|
8.95K
$581K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.49K- 4.98% |
$92.8K - $97.9K
|
28.4K
$1.84M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.5K- 0.88% |
$93.6K - $98.8K
|
168K
$10.9M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 6.54% |
$95.5K - $101K
|
21.8K
$1.42M
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.55K- 2.12% |
$96.9K - $102K
|
71.8K
$4.66M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 41.39% |
$96.9K - $102K
|
2.2K
$143K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 6.62% |
$96.9K - $102K
|
21.9K
$1.42M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 1.68% |
$98.6K - $104K
|
92.5K
$6.01M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.64K- 75.8% |
$102K - $108K
|
524
$34K
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.69K- 22.16% |
$105K - $111K
|
5.92K
$385K
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.69K- 28.37% |
$105K - $111K
|
4.26K
$276K
|