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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.25K- 18.98% |
$78.2K - $82.5K
|
5.34K
$385K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.29K- 3.14% |
$80.4K - $84.8K
|
39.7K
$2.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-1.35K- 14.63% |
$84K - $88.7K
|
7.86K
$566K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.37K- 4.0% |
$85.2K - $89.9K
|
32.8K
$2.36M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.39K- 12.17% |
$86.7K - $91.5K
|
10K
$722K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 8.89% |
$88K - $92.9K
|
14.4K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.41K- 3.92% |
$88K - $92.9K
|
34.6K
$2.49M
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.43K- 10.98% |
$89K - $93.9K
|
11.6K
$832K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.47K- 12.2% |
$91.5K - $96.5K
|
10.5K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.48K- 14.19% |
$92.4K - $97.5K
|
8.95K
$644K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.49K- 4.98% |
$92.8K - $97.9K
|
28.4K
$2.04M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.5K- 0.88% |
$93.6K - $98.8K
|
168K
$12.1M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.53K- 6.54% |
$95.5K - $101K
|
21.8K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.55K- 41.39% |
$96.9K - $102K
|
2.2K
$158K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.55K- 6.62% |
$96.9K - $102K
|
21.9K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.55K- 2.12% |
$96.9K - $102K
|
71.8K
$5.17M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.58K- 1.68% |
$98.6K - $104K
|
92.5K
$6.66M
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-1.64K- 75.8% |
$102K - $108K
|
524
$37.7K
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.69K- 22.16% |
$105K - $111K
|
5.92K
$426K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.69K- 28.37% |
$105K - $111K
|
4.26K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.69K- 2.17% |
$105K - $111K
|
76.1K
$5.48M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.69K- 12.01% |
$106K - $111K
|
12.4K
$892K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.7K- 5.43% |
$106K - $112K
|
29.5K
$2.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.71K- 9.55% |
$106K - $112K
|
16.1K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81K- 11.88% |
$113K - $119K
|
13.4K
$964K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.81K- 6.41% |
$113K - $119K
|
26.4K
$1.9M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.82K- 18.84% |
$113K - $120K
|
7.83K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.82K- 14.9% |
$114K - $120K
|
10.4K
$748K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 34.22% |
$114K - $121K
|
3.52K
$253K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.85K- 99.2% |
$115K - $122K
|
15
$1.08K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.88K- 27.0% |
$118K - $124K
|
5.09K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.95K- 14.7% |
$122K - $129K
|
11.3K
$816K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.96K- 14.78% |
$122K - $129K
|
11.3K
$811K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.01K- 29.91% |
$126K - $133K
|
4.72K
$340K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.09K- 13.96% |
$130K - $138K
|
12.9K
$927K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 7.83% |
$130K - $138K
|
24.6K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.09K- 8.28% |
$131K - $138K
|
23.2K
$1.67M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.11K- 6.67% |
$132K - $139K
|
29.5K
$2.13M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.13K- 12.7% |
$133K - $140K
|
14.6K
$1.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.17K- 56.73% |
$135K - $143K
|
1.65K
$119K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.26K- 91.87% |
$141K - $149K
|
200
$14.4K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.38K- 12.74% |
$149K - $157K
|
16.3K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.39K- 1.56% |
$149K - $158K
|
151K
$10.9M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.5K- 7.24% |
$156K - $165K
|
32K
$2.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.51K- 80.05% |
$157K - $165K
|
625
$45K
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.69K- 20.34% |
$168K - $177K
|
10.5K
$759K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.77K- 10.38% |
$173K - $183K
|
23.9K
$1.72M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.83K- 47.44% |
$176K - $186K
|
3.13K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.85K- 1.27% |
$178K - $188K
|
222K
$15.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.85K- 7.38% |
$178K - $188K
|
35.8K
$2.57M
|