Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.72M+ 11765.36% |
$119M - $129M
|
1.73M
$123M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
556K+ 168.89% |
$38.7M - $41.6M
|
885K
$63.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
73.1K+ 1.63% |
$5.09M - $5.47M
|
4.57M
$325M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
33KNew |
$2.3M - $2.47M
|
33K
$2.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
22.1K+ 56.7% |
$1.54M - $1.66M
|
61.2K
$4.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
18.6KNew |
$1.29M - $1.39M
|
18.6K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.9K+ 44.54% |
$1.04M - $1.12M
|
48.4K
$3.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.9K+ 8.67% |
$761K - $819K
|
137K
$9.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.22K+ 11113.25% |
$642K - $691K
|
9.31K
$663K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.57K+ 511.64% |
$596K - $642K
|
10.2K
$730K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 2.48% |
$564K - $607K
|
335K
$23.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8K+ 1.96% |
$557K - $599K
|
416K
$29.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.75KNew |
$539K - $580K
|
7.75K
$552K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.17K+ 93.12% |
$499K - $537K
|
14.9K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.12K+ 55.0% |
$496K - $533K
|
20.1K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.82K+ 801.88% |
$474K - $510K
|
7.67K
$546K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.63KNew |
$462K - $497K
|
6.63K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.4KNew |
$445K - $479K
|
6.4K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.39K+ 7.75% |
$444K - $478K
|
88.8K
$6.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.27KNew |
$436K - $470K
|
6.27K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.77K+ 10.19% |
$401K - $432K
|
62.3K
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.27K+ 27.89% |
$367K - $395K
|
24.2K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.14K+ 18.82% |
$358K - $385K
|
32.5K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
5.11K+ 2.32% |
$355K - $382K
|
225K
$16M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.1K+ 36.36% |
$285K - $307K
|
15.4K
$1.09M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 1.11% |
$282K - $303K
|
369K
$26.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.04K+ 10.71% |
$281K - $302K
|
41.7K
$2.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.74KNew |
$260K - $280K
|
3.74K
$267K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.36KNew |
$234K - $251K
|
3.36K
$239K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.25KNew |
$226K - $244K
|
3.25K
$232K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
3.1KNew |
$216K - $232K
|
3.1K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
3.08K+ 1.61% |
$214K - $231K
|
195K
$13.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.74K+ 14.49% |
$191K - $205K
|
21.6K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.74K+ 186.12% |
$190K - $205K
|
4.21K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.66K+ 8.19% |
$185K - $199K
|
35.2K
$2.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 11.21% |
$183K - $197K
|
26K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.18K+ 39.21% |
$152K - $163K
|
7.75K
$552K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.93K+ 7.01% |
$134K - $144K
|
29.5K
$2.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.76K+ 7.71% |
$122K - $132K
|
24.6K
$1.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.62K+ 3.43% |
$113K - $121K
|
48.8K
$3.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.57K+ 5.07% |
$109K - $118K
|
32.5K
$2.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.56K+ 8.56% |
$108K - $116K
|
19.7K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.45K+ 1.2% |
$101K - $109K
|
122K
$8.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.36K+ 46.52% |
$94.9K - $102K
|
4.3K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.29K+ 10.27% |
$89.7K - $96.5K
|
13.8K
$986K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.25K+ 21.69% |
$87K - $93.6K
|
7.01K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.22K+ 38.58% |
$85.1K - $91.6K
|
4.39K
$313K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 3.34% |
$84.8K - $91.3K
|
37.7K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07K+ 36.66% |
$74.5K - $80.1K
|
3.99K
$284K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.01K+ 2.24% |
$70.2K - $75.5K
|
46K
$3.28M
|