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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
95+ 3.13% |
$5.46K - $6.02K
|
3.13K
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
94+ 0.7% |
$5.4K - $5.96K
|
13.6K
$986K
|
|
|
Jan 29, 2024
Q4 2023
|
Moneywise, Inc.
|
BUY
|
- |
71+ 0.38% |
$4.08K - $4.5K
|
18.5K
$1.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
65+ 0.54% |
$3.74K - $4.12K
|
12.2K
$887K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
63+ 0.25% |
$3.62K - $3.99K
|
25.3K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
61+ 0.33% |
$3.51K - $3.87K
|
18.4K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
60+ 1.16% |
$3.45K - $3.8K
|
5.25K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
59New |
$3.39K - $3.74K
|
59
$4.29K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
55+ 1.57% |
$3.16K - $3.49K
|
3.57K
$259K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
54+ 0.15% |
$3.1K - $3.42K
|
36.7K
$2.66M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
49+ 0.68% |
$2.82K - $3.11K
|
7.31K
$531K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
49New |
$2.82K - $3.11K
|
49
$3.56K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
45+ 0.6% |
$2.59K - $2.85K
|
7.6K
$552K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
41+ 0.67% |
$2.36K - $2.6K
|
6.21K
$451K
|
|
|
Jan 09, 2024
Q4 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
41+ 0.04% |
$2.36K - $2.6K
|
106K
$7.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
40+ 0.61% |
$2.3K - $2.54K
|
6.6K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
36+ 0.9% |
$2.07K - $2.28K
|
4.03K
$293K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
30New |
$1.72K - $1.9K
|
30
$2.18K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
28+ 0.56% |
$1.61K - $1.78K
|
5.01K
$364K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
27+ 0.65% |
$1.55K - $1.71K
|
4.19K
$304K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26New |
$1.49K - $1.65K
|
26
$1.89K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
21+ 0.43% |
$1.21K - $1.33K
|
4.9K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
21+ 0.51% |
$1.21K - $1.33K
|
4.1K
$298K
|
|
|
Jan 29, 2024
Q4 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
20+ 0.24% |
$1.15K - $1.27K
|
8.2K
$595K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19+ 0.07% |
$1.09K - $1.2K
|
27.2K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
18+ 0.71% |
$1.03K - $1.14K
|
2.56K
$186K
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.15% |
$862 - $951
|
10.1K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.2% |
$690 - $761
|
5.91K
$429K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
11+ 0.11% |
$632 - $697
|
9.77K
$710K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
11+ 0.44% |
$632 - $697
|
2.52K
$183K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$575 - $634
|
10
$727
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
8+ 0.1% |
$460 - $507
|
8.06K
$586K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.43% |
$460 - $507
|
1.85K
$135K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
7New |
$402 - $444
|
7
$509
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.14% |
$345 - $380
|
4.24K
$308K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.14% |
$345 - $380
|
4.28K
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
5+ 0.04% |
$287 - $317
|
11.4K
$828K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$172 - $190
|
20.1K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
3+ 0.03% |
$172 - $190
|
9.2K
$669K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.67% |
$172 - $190
|
451
$32.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.16% |
$115 - $127
|
1.27K
$92.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$115 - $127
|
3.51K
$255K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 1.0% |
$115 - $127
|
203
$14.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
1+ 0.06% |
$57.5 - $63.4
|
1.54K
$112K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.81% |
$57.5 - $63.4
|
124
$9.01K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2- 0.06% |
$115 - $127
|
3.55K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6- 0.14% |
$345 - $380
|
4.14K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-17- 20.73% |
$977 - $1.08K
|
65
$4.72K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-29- 0.81% |
$1.67K - $1.84K
|
3.53K
$257K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-31- 0.58% |
$1.78K - $1.97K
|
5.33K
$387K
|