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
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$69.6 - $74.9
|
3.55K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.02% |
$69.6 - $74.9
|
5K
$360K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4- 2.67% |
$278 - $299
|
146
$10.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.05% |
$348 - $374
|
10.1K
$725K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.17% |
$557 - $599
|
4.76K
$343K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-14- 0.29% |
$974 - $1.05K
|
4.88K
$351K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-19- 0.22% |
$1.32K - $1.42K
|
8.58K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22- 0.54% |
$1.53K - $1.65K
|
4.02K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-26- 0.11% |
$1.81K - $1.95K
|
24.3K
$1.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-28- 0.21% |
$1.95K - $2.1K
|
13.2K
$949K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.7% |
$2.78K - $2.99K
|
5.64K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-43- 1.48% |
$2.99K - $3.22K
|
2.86K
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-47- 1.03% |
$3.27K - $3.52K
|
4.53K
$326K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.48% |
$3.48K - $3.74K
|
3.32K
$239K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-60- 1.08% |
$4.17K - $4.49K
|
5.5K
$396K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-60- 0.23% |
$4.17K - $4.49K
|
26.4K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-61- 1.32% |
$4.24K - $4.57K
|
4.57K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-67- 0.47% |
$4.66K - $5.02K
|
14.3K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 1.17% |
$4.66K - $5.02K
|
5.68K
$409K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-75- 0.23% |
$5.22K - $5.62K
|
33K
$2.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-75- 14.34% |
$5.22K - $5.62K
|
448
$32.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-78- 1.45% |
$5.43K - $5.84K
|
5.29K
$381K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83- 1.29% |
$5.78K - $6.21K
|
6.35K
$457K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-88- 2.07% |
$6.12K - $6.59K
|
4.16K
$299K
|
|
|
Feb 04, 2025
Q4 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-90- 0.49% |
$6.26K - $6.74K
|
18.2K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-94- 1.52% |
$6.54K - $7.04K
|
6.1K
$439K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-110- 0.61% |
$7.65K - $8.24K
|
18.1K
$1.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-114- 0.59% |
$7.93K - $8.54K
|
19.1K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-115- 0.31% |
$8K - $8.61K
|
37.4K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-127- 0.99% |
$8.84K - $9.51K
|
12.8K
$918K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-128- 8.48% |
$8.91K - $9.58K
|
1.38K
$99.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-131- 3.86% |
$9.11K - $9.81K
|
3.26K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-135- 0.38% |
$9.39K - $10.1K
|
35.5K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-141- 3.21% |
$9.81K - $10.6K
|
4.25K
$306K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-147- 3.17% |
$10.2K - $11K
|
4.49K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-148- 0.27% |
$10.3K - $11.1K
|
54.8K
$3.95M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-150- 1.13% |
$10.4K - $11.2K
|
13.1K
$944K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-150- 1.09% |
$10.4K - $11.2K
|
13.7K
$984K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-154- 1.02% |
$10.7K - $11.5K
|
15K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-157- 0.75% |
$10.9K - $11.8K
|
20.7K
$1.49M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-160- 0.56% |
$11.1K - $12K
|
28.6K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-172- 4.83% |
$12K - $12.9K
|
3.39K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-175- 2.74% |
$12.2K - $13.1K
|
6.22K
$447K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-180- 2.93% |
$12.5K - $13.5K
|
5.96K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-184- 0.94% |
$12.8K - $13.8K
|
19.3K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-186- 0.8% |
$12.9K - $13.9K
|
23.2K
$1.67M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-188- 3.79% |
$13.1K - $14.1K
|
4.78K
$344K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 1.94% |
$13.9K - $15K
|
10.1K
$729K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-209- 0.63% |
$14.5K - $15.6K
|
33K
$2.37M
|