Purchases and Sales Made in Q2 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 Q2 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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 2.03% |
$99.1K - $105K
|
79.7K
$5.68M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.51KNew |
$94.5K - $99.9K
|
1.51K
$108K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.51K+ 18.98% |
$94.4K - $99.8K
|
9.46K
$674K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.44K+ 3.65% |
$90.1K - $95.2K
|
40.8K
$2.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.37K+ 5.68% |
$85.8K - $90.7K
|
25.5K
$1.82M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
BUY
|
- |
1.35K+ 2.91% |
$84.5K - $89.3K
|
47.7K
$3.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.23K+ 25.68% |
$76.9K - $81.3K
|
6.01K
$429K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.22K+ 27.64% |
$76.6K - $80.9K
|
5.65K
$402K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.13KNew |
$70.4K - $74.5K
|
1.13K
$80.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.09K+ 5.0% |
$68.3K - $72.2K
|
22.9K
$1.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.04K+ 10.24% |
$65.3K - $69K
|
11.2K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.03K+ 10.61% |
$64.7K - $68.4K
|
10.8K
$768K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.02KNew |
$63.9K - $67.5K
|
1.02K
$72.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$62.6K - $66.2K
|
1K
$71.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
971+ 8.65% |
$60.8K - $64.3K
|
12.2K
$869K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
962+ 0.7% |
$60.2K - $63.7K
|
138K
$9.82M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
936+ 4.31% |
$58.6K - $61.9K
|
22.7K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
840+ 15.59% |
$52.6K - $55.6K
|
6.23K
$444K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
837+ 1.11% |
$52.4K - $55.4K
|
76.4K
$5.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
817+ 3.61% |
$51.2K - $54.1K
|
23.5K
$1.67M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
763New |
$47.8K - $50.5K
|
763
$54.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
750+ 6.95% |
$47K - $49.6K
|
11.5K
$823K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
739+ 4.02% |
$46.3K - $48.9K
|
19.1K
$1.36M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
736New |
$46.1K - $48.7K
|
736
$52.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
736+ 9.05% |
$46.1K - $48.7K
|
8.87K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
698+ 2.26% |
$43.7K - $46.2K
|
31.6K
$2.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
671+ 3.34% |
$42K - $44.4K
|
20.8K
$1.48M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
667+ 2.24% |
$41.8K - $44.1K
|
30.4K
$2.17M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
629+ 0.62% |
$39.4K - $41.6K
|
101K
$7.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
620+ 123.75% |
$38.8K - $41K
|
1.12K
$79.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
604+ 11.97% |
$37.8K - $40K
|
5.65K
$403K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
585+ 89.72% |
$36.6K - $38.7K
|
1.24K
$88.1K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
582+ 2.51% |
$36.4K - $38.5K
|
23.8K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
569+ 35.56% |
$35.6K - $37.7K
|
2.17K
$155K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
545+ 5.39% |
$34.1K - $36.1K
|
10.7K
$760K
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
527+ 2.41% |
$33K - $34.9K
|
22.4K
$1.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
515+ 2.23% |
$32.2K - $34.1K
|
23.6K
$1.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
488+ 2.52% |
$30.6K - $32.3K
|
19.8K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
401+ 100.75% |
$25.1K - $26.5K
|
799
$56.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
387+ 0.87% |
$24.2K - $25.6K
|
45K
$3.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
351New |
$22K - $23.2K
|
351
$25K
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
336+ 1.41% |
$21K - $22.2K
|
24.2K
$1.73M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
333+ 8.02% |
$20.8K - $22K
|
4.48K
$320K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
333+ 3.67% |
$20.8K - $22K
|
9.41K
$670K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
313+ 0.76% |
$19.6K - $20.7K
|
41.3K
$2.95M
|
|
|
Jul 19, 2024
Q2 2024
|
Central Bank & Trust CO
|
BUY
|
- |
310New |
$19.4K - $20.5K
|
310
$22.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
260+ 7.07% |
$16.3K - $17.2K
|
3.94K
$281K
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
240+ 1.57% |
$15K - $15.9K
|
15.5K
$1.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
238+ 0.73% |
$14.9K - $15.8K
|
33K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
231+ 1.75% |
$14.5K - $15.3K
|
13.4K
$955K
|