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 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
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-227- 1.27% |
$15.8K - $17K
|
17.6K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-229- 1.95% |
$15.9K - $17.1K
|
11.5K
$829K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-235- 4.77% |
$16.4K - $17.6K
|
4.7K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-275- 8.1% |
$19.1K - $20.6K
|
3.12K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-293- 8.3% |
$20.4K - $21.9K
|
3.24K
$233K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-300- 9.04% |
$20.9K - $22.5K
|
3.02K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-306- 18.02% |
$21.3K - $22.9K
|
1.39K
$100K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-346- 1.67% |
$24.1K - $25.9K
|
20.4K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
SELL
|
- |
-353- 1.15% |
$24.6K - $26.4K
|
30.3K
$2.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-353- 2.81% |
$24.6K - $26.4K
|
12.2K
$878K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-356- 1.55% |
$24.8K - $26.7K
|
22.6K
$1.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-362- 3.66% |
$25.2K - $27.1K
|
9.52K
$685K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-391- 7.09% |
$27.2K - $29.3K
|
5.12K
$369K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-391- 1.7% |
$27.2K - $29.3K
|
22.6K
$1.63M
|
|
|
Feb 04, 2025
Q4 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-397- 0.82% |
$27.6K - $29.7K
|
48K
$3.45M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-412- 10.31% |
$28.7K - $30.8K
|
3.58K
$258K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-449- 2.82% |
$31.2K - $33.6K
|
15.5K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-476- 3.59% |
$33.1K - $35.6K
|
12.8K
$919K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-489- 12.63% |
$34K - $36.6K
|
3.38K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-494- 17.13% |
$34.4K - $37K
|
2.39K
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-521- 3.59% |
$36.3K - $39K
|
14K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-548- 2.9% |
$38.1K - $41K
|
18.4K
$1.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-551- 74.46% |
$38.3K - $41.3K
|
189
$13.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 1.03% |
$41.7K - $44.9K
|
57.4K
$4.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-610- 1.97% |
$42.4K - $45.7K
|
30.3K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-625- 58.14% |
$43.5K - $46.8K
|
450
$32.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-625- 1.68% |
$43.5K - $46.8K
|
36.6K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-630- 20.65% |
$43.8K - $47.2K
|
2.42K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 7.38% |
$43.8K - $47.2K
|
7.91K
$569K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-714- 19.18% |
$49.7K - $53.5K
|
3.01K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-722- 6.84% |
$50.2K - $54.1K
|
9.84K
$708K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-746- 7.29% |
$51.9K - $55.9K
|
9.49K
$683K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-812- 4.74% |
$56.5K - $60.8K
|
16.3K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-862- 1.19% |
$60K - $64.5K
|
71.5K
$5.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-941- 5.65% |
$65.5K - $70.5K
|
15.7K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-956- 48.65% |
$66.5K - $71.6K
|
1.01K
$72.6K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-989- 1.01% |
$68.8K - $74K
|
97K
$6.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 4.57% |
$72.2K - $77.6K
|
21.7K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.09K- 23.41% |
$76.1K - $81.8K
|
3.58K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.14K- 1.24% |
$79.3K - $85.4K
|
91.1K
$6.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 25.84% |
$79.5K - $85.5K
|
3.28K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.14K- 1.78% |
$79.5K - $85.5K
|
63K
$4.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.15K- 22.21% |
$80.2K - $86.3K
|
4.03K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.16K- 15.84% |
$81K - $87.1K
|
6.19K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.21K- 3.14% |
$84.1K - $90.5K
|
37.3K
$2.69M
|