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 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.08K+ 30.89% |
$62K - $68.4K
|
4.57K
$326K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$57.5K - $63.4K
|
1K
$71.3K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1KNew |
$57.5K - $63.4K
|
1K
$71.3K
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
973+ 2.9% |
$55.9K - $61.7K
|
34.5K
$2.46M
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
863+ 15.05% |
$49.6K - $54.7K
|
6.6K
$470K
|
|
Jan 29, 2024
Q4 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
824+ 0.9% |
$47.4K - $52.2K
|
92.6K
$6.6M
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
800+ 6.02% |
$46K - $50.7K
|
14.1K
$1M
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
776+ 424.04% |
$44.6K - $49.2K
|
959
$68.3K
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
763+ 8.07% |
$43.9K - $48.4K
|
10.2K
$728K
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
739New |
$42.5K - $46.9K
|
739
$52.7K
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
690+ 12.35% |
$39.7K - $43.7K
|
6.28K
$447K
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
652+ 0.24% |
$37.5K - $41.3K
|
277K
$19.7M
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
610+ 1.76% |
$35.1K - $38.7K
|
35.3K
$2.51M
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
608New |
$34.9K - $38.5K
|
608
$43.3K
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
579+ 15.51% |
$33.3K - $36.7K
|
4.31K
$307K
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
BUY
|
- |
559+ 3.73% |
$32.1K - $35.4K
|
15.6K
$1.11M
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
547+ 5.9% |
$31.4K - $34.7K
|
9.82K
$700K
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
547New |
$31.4K - $34.7K
|
547
$39K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
540New |
$31K - $34.2K
|
540
$38.5K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
521+ 6.9% |
$29.9K - $33K
|
8.07K
$575K
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
469+ 1.32% |
$27K - $29.7K
|
35.9K
$2.56M
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
467+ 11.55% |
$26.8K - $29.6K
|
4.51K
$321K
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
423+ 11.79% |
$24.3K - $26.8K
|
4.01K
$286K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
402+ 7.29% |
$23.1K - $25.5K
|
5.92K
$422K
|
|
Feb 14, 2024
Q4 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
347+ 0.45% |
$19.9K - $22K
|
77.8K
$5.54M
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
322+ 4.15% |
$18.5K - $20.4K
|
8.08K
$575K
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
298+ 0.36% |
$17.1K - $18.9K
|
83.9K
$5.98M
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
295+ 7.06% |
$17K - $18.7K
|
4.47K
$319K
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
293+ 0.38% |
$16.8K - $18.6K
|
76.5K
$5.45M
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
286+ 0.66% |
$16.4K - $18.1K
|
43.7K
$3.11M
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
268+ 1.24% |
$15.4K - $17K
|
22K
$1.56M
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
266+ 0.78% |
$15.3K - $16.9K
|
34.2K
$2.43M
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
264+ 2.25% |
$15.2K - $16.7K
|
12K
$854K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
248+ 83.5% |
$14.3K - $15.7K
|
545
$38.8K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
227+ 18.85% |
$13K - $14.4K
|
1.43K
$102K
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
224+ 2.1% |
$12.9K - $14.2K
|
10.9K
$776K
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
213+ 2.46% |
$12.2K - $13.5K
|
8.86K
$631K
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
212+ 4.21% |
$12.2K - $13.4K
|
5.25K
$374K
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
211+ 1.16% |
$12.1K - $13.4K
|
18.4K
$1.31M
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
188+ 40.52% |
$10.8K - $11.9K
|
652
$46.5K
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
185+ 2.91% |
$10.6K - $11.7K
|
6.55K
$467K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
179+ 27.25% |
$10.3K - $11.3K
|
836
$59.6K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
167New |
$9.6K - $10.6K
|
167
$11.9K
|
|
Feb 09, 2024
Q4 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
142+ 2.42% |
$8.16K - $9K
|
6.02K
$429K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
127New |
$7.3K - $8.05K
|
127
$9.05K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
125New |
$7.19K - $7.93K
|
125
$8.91K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
112New |
$6.44K - $7.1K
|
112
$7.98K
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
108+ 0.12% |
$6.21K - $6.85K
|
92.5K
$6.59M
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
106+ 0.36% |
$6.09K - $6.72K
|
29.9K
$2.13M
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
100New |
$5.75K - $6.34K
|
100
$7.13K
|