Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
3.18KNew |
$199K - $210K
|
3.18K
$231K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.17KNew |
$198K - $209K
|
3.17K
$231K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.16KNew |
$197K - $208K
|
3.16K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.15KNew |
$197K - $208K
|
3.15K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.12KNew |
$195K - $206K
|
3.12K
$227K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.1K+ 8.09% |
$194K - $204K
|
41.4K
$3.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Genworth Financial Inc
|
BUY
|
- |
3K+ 0.66% |
$187K - $198K
|
458K
$33.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2.93K+ 88.77% |
$183K - $193K
|
6.24K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.92K+ 8.29% |
$182K - $192K
|
38.2K
$2.77M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.59KNew |
$162K - $171K
|
2.59K
$188K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.46K+ 6.66% |
$154K - $162K
|
39.4K
$2.86M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.35K+ 15.35% |
$147K - $155K
|
17.6K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
BUY
|
- |
2.34K+ 1.31% |
$146K - $154K
|
181K
$13.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.3K+ 66.4% |
$144K - $152K
|
5.76K
$419K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.3K+ 61.65% |
$144K - $151K
|
6.03K
$438K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.19K+ 443.72% |
$137K - $144K
|
2.69K
$195K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2K+ 5.66% |
$125K - $132K
|
37.4K
$2.71M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96K+ 33.37% |
$122K - $129K
|
7.84K
$570K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.86KNew |
$116K - $122K
|
1.86K
$135K
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.86K+ 4.02% |
$116K - $122K
|
48K
$3.49M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.85K+ 0.96% |
$115K - $122K
|
195K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
1.8KNew |
$112K - $119K
|
1.8K
$131K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.7K+ 13.47% |
$106K - $112K
|
14.3K
$1.04M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
1.59K+ 0.39% |
$99.3K - $105K
|
409K
$29.7M
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
1.55K+ 9.02% |
$96.9K - $102K
|
18.8K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.51K+ 6.67% |
$94.3K - $99.5K
|
24.2K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
ETF Store, Inc.
|
BUY
|
- |
1.51K+ 45.19% |
$94.1K - $99.3K
|
4.84K
$352K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 0.2% |
$91.5K - $96.5K
|
746K
$54.2M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.46K+ 17.58% |
$91K - $96K
|
9.74K
$708K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 0.4% |
$88.7K - $93.6K
|
355K
$25.8M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.4K+ 28.02% |
$87.7K - $92.5K
|
6.41K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
1.33K+ 9.55% |
$82.9K - $87.5K
|
15.2K
$1.11M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 6.02% |
$82K - $86.5K
|
23.1K
$1.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.31K+ 3.65% |
$81.8K - $86.4K
|
37.2K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.19K+ 10.62% |
$74K - $78.1K
|
12.3K
$897K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.16K+ 12.82% |
$72.3K - $76.3K
|
10.2K
$740K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.09K+ 100.46% |
$68.2K - $72K
|
2.18K
$158K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.09K+ 1.42% |
$68K - $71.8K
|
77.6K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 0.8% |
$63.1K - $66.5K
|
128K
$9.28M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
984+ 0.72% |
$61.4K - $64.8K
|
137K
$9.95M
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
975+ 2.23% |
$60.9K - $64.2K
|
44.7K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
953+ 13.63% |
$59.5K - $62.8K
|
7.95K
$577K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
940+ 18.65% |
$58.7K - $61.9K
|
5.98K
$435K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
930New |
$58.1K - $61.3K
|
930
$67.6K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
884+ 19.63% |
$55.2K - $58.2K
|
5.39K
$391K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
875+ 8.75% |
$54.6K - $57.6K
|
10.9K
$790K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
822New |
$51.3K - $54.1K
|
822
$59.7K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
767+ 4.42% |
$47.9K - $50.5K
|
18.1K
$1.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
757+ 30.17% |
$47.3K - $49.9K
|
3.27K
$237K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
736+ 13.23% |
$45.9K - $48.5K
|
6.3K
$458K
|