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 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.69K- 2.17% |
$105K - $111K
|
76.1K
$4.95M
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.69K- 12.01% |
$106K - $111K
|
12.4K
$805K
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-1.7K- 5.43% |
$106K - $112K
|
29.5K
$1.92M
|
|
Apr 17, 2024
Q1 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-1.71K- 9.55% |
$106K - $112K
|
16.1K
$1.05M
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.81K- 11.88% |
$113K - $119K
|
13.4K
$870K
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.81K- 6.41% |
$113K - $119K
|
26.4K
$1.72M
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.82K- 18.84% |
$113K - $120K
|
7.83K
$508K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.82K- 14.9% |
$114K - $120K
|
10.4K
$675K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 34.22% |
$114K - $121K
|
3.52K
$229K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.85K- 99.2% |
$115K - $122K
|
15
$974
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.88K- 27.0% |
$118K - $124K
|
5.09K
$331K
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.95K- 14.7% |
$122K - $129K
|
11.3K
$737K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.96K- 14.78% |
$122K - $129K
|
11.3K
$732K
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.01K- 29.91% |
$126K - $133K
|
4.72K
$306K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.09K- 13.96% |
$130K - $138K
|
12.9K
$837K
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.09K- 7.83% |
$130K - $138K
|
24.6K
$1.6M
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.09K- 8.28% |
$131K - $138K
|
23.2K
$1.51M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.11K- 6.67% |
$132K - $139K
|
29.5K
$1.92M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.13K- 12.7% |
$133K - $140K
|
14.6K
$951K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.17K- 56.73% |
$135K - $143K
|
1.65K
$107K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.26K- 91.87% |
$141K - $149K
|
200
$13K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.38K- 12.74% |
$149K - $157K
|
16.3K
$1.06M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.39K- 1.56% |
$149K - $158K
|
151K
$9.84M
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2.5K- 7.24% |
$156K - $165K
|
32K
$2.08M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.51K- 80.05% |
$157K - $165K
|
625
$40.6K
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.69K- 20.34% |
$168K - $177K
|
10.5K
$684K
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.77K- 10.38% |
$173K - $183K
|
23.9K
$1.56M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.83K- 47.44% |
$176K - $186K
|
3.13K
$203K
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.85K- 7.38% |
$178K - $188K
|
35.8K
$2.32M
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.85K- 1.27% |
$178K - $188K
|
222K
$14.4M
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.98K- 3.4% |
$186K - $197K
|
84.7K
$5.5M
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-3.05K- 3.03% |
$190K - $201K
|
97.6K
$6.34M
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.1K- 17.03% |
$193K - $204K
|
15.1K
$979K
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.25K- 3.48% |
$203K - $214K
|
90K
$5.85M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.32K- 6.62% |
$207K - $219K
|
46.8K
$3.04M
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.54K- 21.76% |
$221K - $233K
|
12.7K
$828K
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.56K- 50.0% |
$222K - $234K
|
3.56K
$231K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.6K- 21.46% |
$225K - $237K
|
13.2K
$855K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 2.22% |
$234K - $247K
|
166K
$10.8M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 46.53% |
$235K - $247K
|
4.32K
$280K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.9K- 8.72% |
$243K - $257K
|
40.8K
$2.65M
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-3.98K- 8.09% |
$249K - $262K
|
45.3K
$2.94M
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.09K- 33.39% |
$255K - $269K
|
8.16K
$530K
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.15K- 42.79% |
$259K - $273K
|
5.55K
$360K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.17K- 16.04% |
$260K - $275K
|
21.8K
$1.42M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.19K- 8.56% |
$262K - $276K
|
44.8K
$2.91M
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.23K- 20.83% |
$264K - $279K
|
16.1K
$1.04M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.26K- 24.29% |
$266K - $280K
|
13.3K
$862K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.36K- 15.99% |
$272K - $287K
|
22.9K
$1.49M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.43K- 7.7% |
$277K - $292K
|
53.1K
$3.45M
|