Ellis Investment Partners, LLC Invesco ETF Tr Ii S&P 500 Enha Transaction History

Ellis Investment Partners, LLC

$469 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$38.97 - $46.17 $7,832 - $9,280	-201 Closed	0 $0
Q1 2022 May 03, 2022	BUY	$42.65 - $47.25 $8,572 - $9,497	201 New	201 $9,000

Others Institutions Holding SPVU

# of Institutions

45

Shares Held

944K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

215K
Shares

$10.5 Million
0.0% of portfolio
Armbruster Capital Management, Inc.

165K
Shares

$8.07 Million
1.69% of portfolio
Bank Of America Corp Charlotte, NC

157K
Shares

$7.71 Million
0.0% of portfolio
Invesco Ltd. Atlanta, GA

97.4K
Shares

$4.77 Million
0.0% of portfolio
Cambridge Investment Research Advisors, Inc.

69.9K
Shares

$3.43 Million
0.01% of portfolio

About INVESCO ETF TR II S&P 500 ENHA

Ticker SPVU
Sector ETFs
Industry ETFs

More about SPVU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ellis Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ellis Investment Partners, LLC with notifications on news.