Burt Wealth Advisors Invesco ETF Tr Ii S&P 500 Low Transaction History

Burt Wealth Advisors

$393 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 17, 2023	BUY	$61.02 - $65.36 $25,872 - $27,712	424 Added 9.05%	5,109 $326,000
Q3 2022 Oct 11, 2022	BUY	$60.66 - $67.03 $284,192 - $314,035	4,685 New	4,685 $271,000
Q1 2021 Apr 15, 2021	SELL	$53.92 - $58.74 $2,749 - $2,995	-51 Closed	0 $0
Q3 2020 Nov 10, 2020	BUY	$49.96 - $55.57 $2,547 - $2,834	51 New	51 $3,000
Q3 2019 Oct 31, 2019	SELL	$54.33 - $57.96 $21,460 - $22,894	-395 Closed	0 $0

Q2 2019 Aug 05, 2019	SELL	$52.28 - $56.09 $2,875 - $3,084	-55 Reduced 12.22%	395 $22,000
Q3 2018 Oct 30, 2018	BUY	$47.48 - $50.4 $4,748 - $5,040	100 Added 28.57%	450 $22,000
Q2 2018 Jul 27, 2018	BUY	$46.17 - $47.56 $16,159 - $16,646	350 New	350 $17,000

Others Institutions Holding SPLV

# of Institutions

728

Shares Held

76.8M

Call Options Held

59.6K

Put Options Held

11.4K

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

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