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 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-519- 6.39% |
$32.4K - $34.2K
|
7.61K
$548K
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
SELL
|
- |
-525- 12.41% |
$32.8K - $34.6K
|
3.71K
$267K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-532- 82.23% |
$33.2K - $35K
|
115
$8.28K
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-541- 1.38% |
$33.8K - $35.6K
|
38.7K
$2.79M
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-560- 6.22% |
$35K - $36.9K
|
8.45K
$608K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-562- 34.29% |
$35.1K - $37K
|
1.08K
$77.5K
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-607- 2.55% |
$37.9K - $40K
|
23.2K
$1.67M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-628- 1.99% |
$39.2K - $41.4K
|
30.9K
$2.22M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-634- 1.73% |
$39.6K - $41.8K
|
36K
$2.59M
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-635- 8.24% |
$39.6K - $41.8K
|
7.07K
$509K
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-650- 8.63% |
$40.6K - $42.8K
|
6.88K
$495K
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-660- 14.32% |
$41.2K - $43.5K
|
3.95K
$284K
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-669- 17.41% |
$41.8K - $44.1K
|
3.17K
$228K
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-671- 9.18% |
$41.9K - $44.2K
|
6.64K
$478K
|
|
May 01, 2024
Q1 2024
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-672- 17.68% |
$42K - $44.3K
|
3.13K
$225K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-689- 9.13% |
$43K - $45.4K
|
6.86K
$494K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-699- 0.62% |
$43.6K - $46K
|
111K
$8.02M
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-700- 18.67% |
$43.7K - $46.1K
|
3.05K
$220K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-709- 13.51% |
$44.3K - $46.7K
|
4.54K
$327K
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-717- 6.09% |
$44.8K - $47.2K
|
11.1K
$797K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-721- 2.71% |
$45K - $47.5K
|
25.9K
$1.87M
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-736- 6.46% |
$45.9K - $48.5K
|
10.7K
$768K
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-744- 15.31% |
$46.4K - $49K
|
4.12K
$296K
|
|
May 10, 2024
Q1 2024
|
Kendall Capital Management
|
SELL
|
- |
-750- 7.89% |
$46.8K - $49.4K
|
8.75K
$630K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-769- 5.1% |
$48K - $50.7K
|
14.3K
$1.03M
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-787- 11.19% |
$49.1K - $51.8K
|
6.24K
$450K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-798- 0.92% |
$49.8K - $52.6K
|
86K
$6.19M
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-799- 4.39% |
$49.9K - $52.6K
|
17.4K
$1.25M
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-889- 21.0% |
$55.5K - $58.6K
|
3.34K
$241K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-900- 21.67% |
$56.2K - $59.3K
|
3.25K
$234K
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-903- 0.85% |
$56.4K - $59.5K
|
106K
$7.6M
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-938- 2.59% |
$58.6K - $61.8K
|
35.3K
$2.54M
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-952- 23.32% |
$59.4K - $62.7K
|
3.13K
$225K
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-958- 8.31% |
$59.8K - $63.1K
|
10.6K
$761K
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1K- 1.68% |
$62.4K - $65.9K
|
58.4K
$4.21M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-1K- 7.61% |
$62.4K - $65.9K
|
12.1K
$874K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1K- 1.22% |
$62.7K - $66.1K
|
81.6K
$5.87M
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.01K- 4.37% |
$62.7K - $66.2K
|
22K
$1.58M
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.03K- 5.07% |
$64.2K - $67.8K
|
19.3K
$1.39M
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.07K- 5.04% |
$66.8K - $70.5K
|
20.2K
$1.45M
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.1K- 40.43% |
$68.7K - $72.5K
|
1.62K
$117K
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.11K- 22.27% |
$69K - $72.9K
|
3.86K
$278K
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.11K- 19.06% |
$69.5K - $73.4K
|
4.73K
$341K
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.14K- 8.01% |
$71.1K - $75K
|
13.1K
$942K
|
|
Apr 17, 2024
Q1 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.15K- 2.83% |
$71.5K - $75.4K
|
39.4K
$2.83M
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.16K- 7.12% |
$72.2K - $76.1K
|
15.1K
$1.09M
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-1.16K- 6.26% |
$72.4K - $76.3K
|
17.4K
$1.25M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.17K- 8.37% |
$73.2K - $77.2K
|
12.8K
$924K
|
|
Apr 30, 2024
Q1 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.18K- 4.55% |
$73.7K - $77.7K
|
24.8K
$1.78M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.25K- 24.42% |
$78.2K - $82.5K
|
3.87K
$279K
|