Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-3.55K- 22.51% |
$204K - $225K
|
12.2K
$870K
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3.56K- 12.22% |
$205K - $226K
|
25.6K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.6K- 17.95% |
$207K - $228K
|
16.5K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.83K- 20.14% |
$220K - $243K
|
15.2K
$1.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.93K- 70.56% |
$226K - $249K
|
1.64K
$117K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.94K- 4.3% |
$227K - $250K
|
87.7K
$6.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.03K- 14.7% |
$232K - $255K
|
23.4K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.33K- 38.23% |
$249K - $274K
|
6.99K
$498K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.39K- 8.94% |
$252K - $278K
|
44.7K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-4.44K- 10.16% |
$255K - $281K
|
39.2K
$2.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.45K- 27.42% |
$256K - $282K
|
11.8K
$840K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-4.58K- 54.63% |
$263K - $290K
|
3.8K
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.65K- 6.13% |
$267K - $295K
|
71.2K
$5.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-4.69K- 11.88% |
$269K - $297K
|
34.8K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.78K- 11.68% |
$275K - $303K
|
36.1K
$2.57M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-4.86K- 16.95% |
$279K - $308K
|
23.8K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-5.02K- 19.57% |
$288K - $318K
|
20.6K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-5.16K- 40.41% |
$296K - $327K
|
7.61K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.24K- 2.65% |
$301K - $332K
|
193K
$13.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-5.45K- 19.63% |
$313K - $345K
|
22.3K
$1.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-5.46K- 61.53% |
$314K - $346K
|
3.41K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-5.56K- 34.77% |
$320K - $353K
|
10.4K
$743K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.64K- 38.76% |
$324K - $357K
|
8.9K
$634K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.65K- 31.56% |
$325K - $358K
|
12.3K
$873K
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-5.75K- 7.95% |
$330K - $364K
|
66.5K
$4.74M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.77K- 43.05% |
$332K - $366K
|
7.63K
$544K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.78K- 57.89% |
$332K - $366K
|
4.2K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-5.99K- 32.29% |
$344K - $380K
|
12.6K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.08K- 14.7% |
$349K - $385K
|
35.2K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-6.17K- 48.44% |
$355K - $391K
|
6.57K
$468K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.27K- 7.45% |
$361K - $398K
|
78K
$5.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.38K- 5.33% |
$366K - $404K
|
113K
$8.07M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.4K- 98.28% |
$368K - $406K
|
112
$7.98K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-6.42K- 15.13% |
$369K - $407K
|
36K
$2.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.5K- 7.59% |
$373K - $412K
|
79.1K
$5.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-6.7K- 12.06% |
$385K - $425K
|
48.9K
$3.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.72K- 30.96% |
$386K - $426K
|
15K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-6.72K- 27.01% |
$386K - $426K
|
18.2K
$1.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.8K- 1.84% |
$391K - $431K
|
364K
$25.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6.95K- 6.11% |
$400K - $441K
|
107K
$7.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7.19K- 6.27% |
$413K - $456K
|
107K
$7.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-7.76K- 77.53% |
$446K - $492K
|
2.25K
$160K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.9K- 42.46% |
$454K - $501K
|
10.7K
$763K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-8.52K- 93.42% |
$490K - $540K
|
600
$42.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.75K- 2.56% |
$503K - $555K
|
333K
$23.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-8.91K- 24.05% |
$512K - $565K
|
28.1K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.15K- 20.17% |
$526K - $580K
|
36.2K
$2.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-9.41K- 37.55% |
$541K - $597K
|
15.7K
$1.12M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
SELL
|
- |
-9.44K- 8.58% |
$543K - $599K
|
101K
$7.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-9.85K- 12.55% |
$566K - $624K
|
68.6K
$4.89M
|