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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
12.7KNew |
$730K - $805K
|
12.7K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.6K+ 11.02% |
$723K - $798K
|
127K
$9.12M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
11.8K+ 73.71% |
$676K - $746K
|
27.7K
$2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
11.6KNew |
$669K - $738K
|
11.6K
$838K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.6K+ 11.5% |
$664K - $733K
|
112K
$8.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
11K+ 843.68% |
$629K - $694K
|
12.2K
$882K
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
10.5KNew |
$605K - $667K
|
10.5K
$758K
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
9.7K+ 5.76% |
$558K - $615K
|
178K
$12.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
9.64K+ 26.39% |
$554K - $611K
|
46.1K
$3.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
9.12K+ 47.73% |
$524K - $578K
|
28.2K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
8.91K+ 30.28% |
$512K - $565K
|
38.3K
$2.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
8.65KNew |
$497K - $548K
|
8.65K
$623K
|
|
|
Jan 30, 2024
Q4 2023
|
Genworth Financial Inc
|
BUY
|
- |
8.6K+ 1.93% |
$494K - $545K
|
455K
$32.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
8.42KNew |
$484K - $534K
|
8.42K
$606K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.31K+ 5.6% |
$478K - $527K
|
157K
$11.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
8.1KNew |
$465K - $513K
|
8.1K
$583K
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
7.9KNew |
$454K - $501K
|
7.9K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.32KNew |
$421K - $464K
|
7.32K
$527K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.2KNew |
$414K - $456K
|
7.2K
$518K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
7.16K+ 203.73% |
$412K - $454K
|
10.7K
$769K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.13KNew |
$410K - $452K
|
7.13K
$513K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
7.12KNew |
$409K - $451K
|
7.12K
$512K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.08KNew |
$407K - $449K
|
7.08K
$510K
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.03KNew |
$404K - $446K
|
7.03K
$506K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
7KNew |
$402K - $444K
|
7K
$504K
|
|
|
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
6.63KNew |
$381K - $420K
|
6.63K
$477K
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
6.51K+ 30.55% |
$374K - $413K
|
27.8K
$2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.32K+ 5.62% |
$363K - $401K
|
119K
$8.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
6.22K+ 15.4% |
$358K - $394K
|
46.6K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6.17KNew |
$355K - $391K
|
6.17K
$444K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.92KNew |
$340K - $375K
|
5.92K
$426K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.85KNew |
$336K - $371K
|
5.85K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
5.83KNew |
$335K - $370K
|
5.83K
$420K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
5.77KNew |
$332K - $366K
|
5.77K
$416K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.01K+ 2.32% |
$288K - $318K
|
221K
$15.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.97KNew |
$285K - $315K
|
4.97K
$358K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
4.92KNew |
$283K - $312K
|
4.92K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
4.84KNew |
$278K - $307K
|
4.84K
$349K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
4.82K+ 2.77% |
$277K - $306K
|
179K
$12.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.81KNew |
$276K - $305K
|
4.81K
$346K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.76K+ 189.15% |
$273K - $302K
|
7.27K
$524K
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4.73K+ 10.9% |
$272K - $300K
|
48.1K
$3.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.72K+ 70.36% |
$271K - $299K
|
11.4K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.62KNew |
$266K - $293K
|
4.62K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
4.55KNew |
$262K - $289K
|
4.55K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.53K+ 27.61% |
$260K - $287K
|
20.9K
$1.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.43K+ 9.94% |
$255K - $281K
|
49K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
4.41K+ 87.51% |
$253K - $279K
|
9.44K
$680K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.4K+ 49.54% |
$253K - $279K
|
13.3K
$957K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.38K+ 36.79% |
$252K - $278K
|
16.3K
$1.17M
|