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 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.72K- 37.29% |
$119K - $129K
|
2.89K
$211K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.72K- 32.42% |
$120K - $129K
|
3.59K
$262K
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.72K- 2.78% |
$120K - $129K
|
60.3K
$4.4M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.76K- 24.14% |
$123K - $132K
|
5.54K
$404K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.81K- 29.49% |
$126K - $136K
|
4.34K
$317K
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.89K- 1.61% |
$132K - $142K
|
116K
$8.43M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.92K- 21.9% |
$134K - $144K
|
6.85K
$500K
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.99K- 6.14% |
$138K - $149K
|
30.4K
$2.22M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.06K- 7.2% |
$143K - $154K
|
26.6K
$1.94M
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.11K- 1.99% |
$147K - $158K
|
104K
$7.58M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.14K- 9.36% |
$149K - $160K
|
20.8K
$1.51M
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.22K- 14.81% |
$154K - $166K
|
12.8K
$931K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.25K- 12.99% |
$156K - $168K
|
15.1K
$1.1M
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.28K- 15.25% |
$159K - $171K
|
12.7K
$926K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.41K- 1.11% |
$167K - $180K
|
214K
$15.6M
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.57K- 2.47% |
$178K - $192K
|
101K
$7.39M
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.57K- 27.52% |
$179K - $192K
|
6.76K
$493K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 1.54% |
$182K - $196K
|
167K
$12.2M
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.64K- 10.04% |
$184K - $198K
|
23.7K
$1.73M
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-2.76K- 2.0% |
$192K - $206K
|
135K
$9.88M
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.8K- 44.79% |
$195K - $209K
|
3.45K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2.91K- 7.52% |
$202K - $218K
|
35.8K
$2.61M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3K- 20.77% |
$209K - $225K
|
11.4K
$835K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.05K- 2.56% |
$212K - $228K
|
116K
$8.46M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.11K- 3.53% |
$217K - $233K
|
85.1K
$6.21M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.35K- 4.51% |
$233K - $251K
|
70.9K
$5.18M
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.41K- 49.21% |
$238K - $256K
|
3.52K
$257K
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.44K- 7.58% |
$239K - $257K
|
41.9K
$3.06M
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3.5K- 50.0% |
$244K - $262K
|
3.5K
$255K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.5K- 1.8% |
$244K - $262K
|
191K
$13.9M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.74K- 4.21% |
$260K - $280K
|
85K
$6.2M
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-3.77K- 47.92% |
$263K - $283K
|
4.1K
$299K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-4.02K- 50.41% |
$280K - $301K
|
3.95K
$288K
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-4.06K- 33.97% |
$283K - $304K
|
7.89K
$576K
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.19K- 20.59% |
$292K - $314K
|
16.2K
$1.18M
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-4.32K- 11.23% |
$301K - $324K
|
34.1K
$2.49M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.65K- 24.9% |
$323K - $348K
|
14K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.85K- 16.44% |
$337K - $363K
|
24.7K
$1.8M
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.07K- 29.68% |
$353K - $380K
|
12K
$876K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.22K- 14.85% |
$363K - $391K
|
30K
$2.19M
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.33K- 6.39% |
$371K - $399K
|
78.1K
$5.7M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.4K- 33.55% |
$376K - $405K
|
10.7K
$781K
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.69K- 10.34% |
$396K - $426K
|
49.3K
$3.6M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.77K- 15.33% |
$401K - $432K
|
31.9K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.9K- 11.93% |
$410K - $441K
|
43.5K
$3.17M
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 1.62% |
$414K - $445K
|
361K
$26.4M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.01K- 99.9% |
$418K - $450K
|
6
$438
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.95K- 24.79% |
$484K - $520K
|
21.1K
$1.54M
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.98K- 26.59% |
$485K - $522K
|
19.3K
$1.41M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.55K- 6.24% |
$665K - $715K
|
144K
$10.5M
|