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 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.44K- 4.03% |
$90.2K - $95.3K
|
34.3K
$2.47M
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.46K- 12.88% |
$91.3K - $96.6K
|
9.87K
$711K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.49K- 6.96% |
$93.2K - $98.5K
|
19.9K
$1.43M
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.54K- 60.67% |
$96.1K - $102K
|
995
$71.6K
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.56K- 7.72% |
$97.5K - $103K
|
18.6K
$1.34M
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.6K- 12.03% |
$99.9K - $106K
|
11.7K
$840K
|
|
Jul 29, 2024
Q2 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.6K- 12.77% |
$100K - $106K
|
10.9K
$787K
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.61K- 9.09% |
$101K - $107K
|
16.1K
$1.16M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.64K- 30.74% |
$103K - $109K
|
3.7K
$266K
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.65K- 1.09% |
$103K - $109K
|
150K
$10.8M
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.67K- 26.47% |
$105K - $111K
|
4.64K
$334K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.71K- 6.95% |
$107K - $113K
|
22.9K
$1.65M
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.75K- 3.3% |
$110K - $116K
|
51.4K
$3.7M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.75K- 5.15% |
$110K - $116K
|
32.3K
$2.33M
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 7.03% |
$111K - $118K
|
23.6K
$1.7M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.84K- 10.37% |
$115K - $122K
|
15.9K
$1.14M
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.86K- 0.39% |
$117K - $123K
|
475K
$34.2M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.87K- 16.45% |
$117K - $123K
|
9.48K
$682K
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.91K- 27.9% |
$120K - $127K
|
4.95K
$356K
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.98K- 12.84% |
$124K - $131K
|
13.4K
$967K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2K- 53.86% |
$125K - $132K
|
1.71K
$123K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.01K- 19.8% |
$126K - $133K
|
8.15K
$587K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2.09K- 8.71% |
$131K - $138K
|
21.9K
$1.58M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.1K- 16.34% |
$131K - $139K
|
10.7K
$772K
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.12K- 7.17% |
$133K - $140K
|
27.4K
$1.97M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.13K- 2.3% |
$133K - $141K
|
90.3K
$6.5M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.17K- 1.51% |
$136K - $143K
|
142K
$10.2M
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.25K- 27.58% |
$141K - $149K
|
5.91K
$425K
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.26K- 2.62% |
$141K - $149K
|
83.8K
$6.03M
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.26K- 17.08% |
$142K - $150K
|
11K
$791K
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.31K- 32.12% |
$145K - $153K
|
4.89K
$352K
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-2.35K- 13.31% |
$147K - $155K
|
15.3K
$1.1M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.38K- 30.4% |
$149K - $158K
|
5.46K
$393K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.4K- 12.09% |
$151K - $159K
|
17.5K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 11.46% |
$157K - $166K
|
19.3K
$1.39M
|
|
Aug 12, 2024
Q2 2024
|
Kendall Capital Management
|
SELL
|
- |
-2.55K- 29.14% |
$160K - $169K
|
6.2K
$446K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.64K- 1.86% |
$165K - $175K
|
139K
$10M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.96K- 6.62% |
$186K - $196K
|
41.8K
$3.01M
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
SELL
|
- |
-2.97K- 3.04% |
$186K - $197K
|
94.6K
$6.81M
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.13K- 50.15% |
$196K - $207K
|
3.11K
$224K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-3.18K- 65.19% |
$199K - $210K
|
1.7K
$122K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.46K- 7.08% |
$217K - $229K
|
45.4K
$3.27M
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.63K- 88.98% |
$228K - $240K
|
450
$32.4K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-3.67K- 4.34% |
$230K - $243K
|
81K
$5.83M
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.82K- 10.82% |
$239K - $253K
|
31.5K
$2.27M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.05KClosed |
$253K - $268K
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.28K- 6.92% |
$268K - $283K
|
57.5K
$4.14M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.38K- 25.2% |
$274K - $290K
|
13K
$936K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.4K- 1.18% |
$275K - $291K
|
368K
$26.5M
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.6K- 44.2% |
$288K - $304K
|
5.8K
$418K
|