Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-246- 0.94% |
$15.9K - $17.7K
|
25.9K
$1.86M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-261- 4.15% |
$16.9K - $18.7K
|
6.04K
$434K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
SELL
|
- |
-280- 4.03% |
$18.1K - $20.1K
|
6.68K
$480K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-290- 2.8% |
$18.7K - $20.8K
|
10.1K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-295- 1.42% |
$19K - $21.2K
|
20.5K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-298- 4.13% |
$19.2K - $21.4K
|
6.92K
$497K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-300- 2.6% |
$19.4K - $21.5K
|
11.2K
$808K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-305- 1.64% |
$19.7K - $21.9K
|
18.3K
$1.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-307- 2.93% |
$19.8K - $22K
|
10.2K
$731K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-308- 0.46% |
$19.9K - $22.1K
|
67.4K
$4.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-340- 1.64% |
$22K - $24.4K
|
20.4K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-341- 0.84% |
$22K - $24.5K
|
40.5K
$2.91M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-344- 9.3% |
$22.2K - $24.7K
|
3.36K
$241K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-345- 3.23% |
$22.3K - $24.8K
|
10.3K
$742K
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-349- 2.57% |
$22.5K - $25K
|
13.3K
$953K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-359- 45.21% |
$23.2K - $25.8K
|
435
$31.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-362- 1.1% |
$23.4K - $26K
|
32.6K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-389- 5.7% |
$25.1K - $27.9K
|
6.44K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-391- 2.91% |
$25.2K - $28.1K
|
13K
$937K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-411- 6.78% |
$26.5K - $29.5K
|
5.66K
$406K
|
|
|
Oct 17, 2024
Q3 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-414- 1.01% |
$26.7K - $29.7K
|
40.5K
$2.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-415- 2.67% |
$26.8K - $29.8K
|
15.1K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-419- 12.34% |
$27.1K - $30.1K
|
2.98K
$214K
|
|
|
Nov 04, 2024
Q3 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-430- 3.97% |
$27.8K - $30.9K
|
10.4K
$747K
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-434- 2.24% |
$28K - $31.1K
|
18.9K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-472- 1.85% |
$30.5K - $33.9K
|
25.1K
$1.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-480- 2.01% |
$31K - $34.4K
|
23.4K
$1.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-494- 11.98% |
$31.9K - $35.4K
|
3.63K
$261K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-498- 2.34% |
$32.2K - $35.7K
|
20.7K
$1.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-517- 11.42% |
$33.4K - $37.1K
|
4.01K
$288K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-533- 0.31% |
$34.4K - $38.2K
|
170K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-535- 15.64% |
$34.5K - $38.4K
|
2.89K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-537- 0.6% |
$34.7K - $38.5K
|
88.8K
$6.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-540- 5.95% |
$34.9K - $38.8K
|
8.54K
$613K
|
|
|
Oct 23, 2024
Q3 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-550- 9.68% |
$35.5K - $39.5K
|
5.13K
$369K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-553- 5.06% |
$35.7K - $39.7K
|
10.4K
$746K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-554- 8.95% |
$35.8K - $39.8K
|
5.64K
$405K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-564- 1.77% |
$36.4K - $40.5K
|
31.3K
$2.25M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-569- 14.45% |
$36.7K - $40.8K
|
3.37K
$242K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-586- 8.47% |
$37.8K - $42.1K
|
6.33K
$455K
|
|
|
Oct 18, 2024
Q3 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-588- 3.12% |
$38K - $42.2K
|
18.3K
$1.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-593- 14.87% |
$38.3K - $42.6K
|
3.4K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-600- 12.28% |
$38.7K - $43.1K
|
4.29K
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-611- 2.59% |
$39.5K - $43.8K
|
22.9K
$1.65M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-636- 0.45% |
$41.1K - $45.6K
|
141K
$10.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-650- 27.9% |
$42K - $46.6K
|
1.68K
$121K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-653- 8.12% |
$42.2K - $46.9K
|
7.39K
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-664- 5.37% |
$42.9K - $47.6K
|
11.7K
$840K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-698- 1.92% |
$45.1K - $50.1K
|
35.7K
$2.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-703- 1.28% |
$45.4K - $50.4K
|
54.2K
$3.89M
|