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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
222+ 159.71% |
$13.9K - $14.7K
|
361
$25.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
217+ 5.16% |
$13.6K - $14.4K
|
4.42K
$315K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
205+ 102.5% |
$12.8K - $13.6K
|
405
$28.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
200+ 1.81% |
$12.5K - $13.2K
|
11.3K
$802K
|
|
|
Jul 26, 2024
Q2 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
181+ 5.41% |
$11.3K - $12K
|
3.53K
$251K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
178+ 5.0% |
$11.1K - $11.8K
|
3.74K
$266K
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
150New |
$9.39K - $9.93K
|
150
$10.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
150+ 2.49% |
$9.39K - $9.93K
|
6.16K
$439K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
136+ 0.46% |
$8.51K - $9K
|
29.9K
$2.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
134+ 0.42% |
$8.39K - $8.87K
|
32.1K
$2.29M
|
|
|
Aug 05, 2024
Q2 2024
|
ETF Store, Inc.
|
BUY
|
- |
128+ 2.64% |
$8.01K - $8.47K
|
4.97K
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
127New |
$7.95K - $8.4K
|
127
$9.05K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125+ 0.09% |
$7.83K - $8.27K
|
136K
$9.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
121+ 0.43% |
$7.58K - $8.01K
|
28.5K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
119+ 1.77% |
$7.45K - $7.88K
|
6.83K
$486K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
117+ 0.38% |
$7.33K - $7.74K
|
30.9K
$2.2M
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
106+ 0.49% |
$6.64K - $7.02K
|
21.8K
$1.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
104+ 2.38% |
$6.51K - $6.88K
|
4.48K
$319K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
100New |
$6.26K - $6.62K
|
100
$7.13K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
85+ 1.42% |
$5.32K - $5.63K
|
6.07K
$432K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
75+ 1.53% |
$4.7K - $4.96K
|
4.98K
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Schaeffer Financial LLC
|
BUY
|
- |
71+ 0.19% |
$4.45K - $4.7K
|
37.2K
$2.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
64+ 0.98% |
$4.01K - $4.24K
|
6.58K
$469K
|
|
|
Aug 07, 2024
Q2 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
63+ 0.83% |
$3.94K - $4.17K
|
7.67K
$547K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
62+ 1.05% |
$3.88K - $4.1K
|
5.96K
$425K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
60+ 1.43% |
$3.76K - $3.97K
|
4.26K
$304K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.24% |
$3.51K - $3.71K
|
23.4K
$1.67M
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
54+ 0.28% |
$3.38K - $3.57K
|
19.3K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
46+ 0.16% |
$2.88K - $3.04K
|
28K
$1.99M
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
BUY
|
- |
40+ 0.87% |
$2.5K - $2.65K
|
4.61K
$329K
|
|
|
Jul 16, 2024
Q2 2024
|
Cox Capital Mgt LLC
|
BUY
|
- |
40+ 0.56% |
$2.5K - $2.65K
|
7.22K
$514K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
35+ 0.51% |
$2.19K - $2.32K
|
6.9K
$492K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
23+ 0.37% |
$1.44K - $1.52K
|
6.23K
$444K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
20+ 0.48% |
$1.25K - $1.32K
|
4.23K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
19+ 0.45% |
$1.19K - $1.26K
|
4.28K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
18+ 1.17% |
$1.13K - $1.19K
|
1.56K
$111K
|
|
|
Aug 07, 2024
Q2 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
18+ 0.53% |
$1.13K - $1.19K
|
3.41K
$243K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
16+ 0.33% |
$1K - $1.06K
|
4.93K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
16+ 0.15% |
$1K - $1.06K
|
10.6K
$752K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
16+ 0.38% |
$1K - $1.06K
|
4.21K
$300K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.51% |
$814 - $860
|
2.59K
$184K
|
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
13+ 0.37% |
$814 - $860
|
3.52K
$251K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
12+ 0.2% |
$751 - $794
|
5.98K
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11+ 0.23% |
$689 - $728
|
4.86K
$347K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.53% |
$689 - $728
|
2.08K
$148K
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
10+ 0.27% |
$626 - $662
|
3.7K
$264K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
9+ 0.07% |
$563 - $596
|
12.4K
$881K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8+ 0.08% |
$501 - $529
|
9.79K
$698K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8+ 0.13% |
$501 - $529
|
6.25K
$446K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
8+ 0.37% |
$501 - $529
|
2.19K
$156K
|