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 |
---|---|---|---|---|---|---|---|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
11.2KNew |
$778K - $837K
|
11.2K
$806K
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
10.9K+ 8.67% |
$761K - $819K
|
137K
$9.88M
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
10.7KNew |
$745K - $802K
|
10.7K
$772K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
10.4KNew |
$726K - $781K
|
10.4K
$752K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.4KNew |
$723K - $778K
|
10.4K
$749K
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10.2K+ 4.36% |
$712K - $766K
|
245K
$17.7M
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
9.64KNew |
$671K - $722K
|
9.64K
$695K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
9.22K+ 11113.25% |
$642K - $691K
|
9.31K
$671K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.57K+ 511.64% |
$596K - $642K
|
10.2K
$739K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
8.12KNew |
$565K - $608K
|
8.12K
$585K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.1K+ 2.48% |
$564K - $607K
|
335K
$24.2M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
8K+ 1.96% |
$557K - $599K
|
416K
$30M
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
7.79K+ 100.03% |
$542K - $583K
|
15.6K
$1.12M
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.75KNew |
$539K - $580K
|
7.75K
$559K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.17K+ 93.12% |
$499K - $537K
|
14.9K
$1.07M
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
7.12K+ 55.0% |
$496K - $533K
|
20.1K
$1.45M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.82K+ 801.88% |
$474K - $510K
|
7.67K
$553K
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
6.63KNew |
$462K - $497K
|
6.63K
$478K
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
6.62K+ 57.35% |
$461K - $496K
|
18.2K
$1.31M
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.61K+ 37.56% |
$460K - $495K
|
24.2K
$1.75M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
6.4KNew |
$445K - $479K
|
6.4K
$462K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.39K+ 7.75% |
$444K - $478K
|
88.8K
$6.4M
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.31K+ 6.0% |
$439K - $472K
|
111K
$8.03M
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
6.27KNew |
$436K - $470K
|
6.27K
$452K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
5.8K+ 31.91% |
$404K - $434K
|
24K
$1.73M
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
5.77K+ 10.19% |
$401K - $432K
|
62.3K
$4.5M
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.67K+ 2.42% |
$395K - $425K
|
240K
$17.3M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
5.65KNew |
$393K - $423K
|
5.65K
$408K
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
5.41KNew |
$377K - $405K
|
5.41K
$390K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
5.27K+ 27.89% |
$367K - $395K
|
24.2K
$1.74M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
5.27KNew |
$367K - $394K
|
5.27K
$380K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.14K+ 18.82% |
$358K - $385K
|
32.5K
$2.34M
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
BUY
|
- |
5.11K+ 2.32% |
$355K - $382K
|
225K
$16.2M
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
4.84K+ 221.24% |
$337K - $363K
|
7.03K
$507K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4.66KNew |
$324K - $349K
|
4.66K
$336K
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
4.63K+ 8.3% |
$322K - $347K
|
60.4K
$4.35M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.61KNew |
$320K - $345K
|
4.61K
$332K
|
|
Feb 14, 2025
Q4 2024
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
4.54KNew |
$316K - $340K
|
4.54K
$327K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.51K+ 15.36% |
$314K - $338K
|
33.9K
$2.44M
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.5KNew |
$313K - $337K
|
4.5K
$325K
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.46KNew |
$310K - $334K
|
4.46K
$321K
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.39KNew |
$305K - $328K
|
4.39K
$316K
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.38KNew |
$305K - $328K
|
4.38K
$316K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
4.28KNew |
$298K - $321K
|
4.28K
$309K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.1K+ 36.36% |
$285K - $307K
|
15.4K
$1.11M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.05K+ 1.11% |
$282K - $303K
|
369K
$26.6M
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.04K+ 10.71% |
$281K - $302K
|
41.7K
$3.01M
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
3.81KNew |
$265K - $285K
|
3.81K
$275K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
3.78KNew |
$263K - $283K
|
3.78K
$273K
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
3.77K+ 7.48% |
$262K - $282K
|
54.2K
$3.91M
|