Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4.95KNew |
$310K - $327K
|
4.95K
$359K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.89KNew |
$306K - $324K
|
4.89K
$355K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.86K+ 38.13% |
$304K - $322K
|
17.6K
$1.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4.66K+ 12.83% |
$292K - $308K
|
41K
$2.98M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.64KNew |
$290K - $307K
|
4.64K
$337K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
4.62KNew |
$289K - $305K
|
4.62K
$335K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
4.61KNew |
$289K - $305K
|
4.61K
$335K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4.52K+ 4.44% |
$283K - $299K
|
106K
$7.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
4.49K+ 3.93% |
$281K - $297K
|
119K
$8.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.29KNew |
$268K - $284K
|
4.29K
$312K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
BUY
|
- |
4.14K+ 27.16% |
$259K - $274K
|
19.4K
$1.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
4KNew |
$250K - $265K
|
4K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.93KNew |
$246K - $260K
|
3.93K
$285K
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.89K+ 14.28% |
$243K - $257K
|
31.1K
$2.26M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.86K+ 65.34% |
$241K - $255K
|
9.76K
$709K
|
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
3.84KNew |
$240K - $254K
|
3.84K
$279K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.65K+ 115.53% |
$229K - $242K
|
6.81K
$495K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.65K+ 5.13% |
$228K - $241K
|
74.7K
$5.43M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.65K+ 10.85% |
$228K - $241K
|
37.3K
$2.71M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3.61KNew |
$226K - $239K
|
3.61K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
3.6KNew |
$225K - $238K
|
3.6K
$261K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.46K+ 37.23% |
$217K - $229K
|
12.7K
$926K
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
3.45K+ 7.2% |
$216K - $229K
|
51.5K
$3.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.43K+ 42.94% |
$215K - $227K
|
11.4K
$829K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
3.4KNew |
$213K - $225K
|
3.4K
$247K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
3.11K+ 4.08% |
$194K - $206K
|
79.2K
$5.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.92K+ 75.65% |
$183K - $193K
|
6.78K
$493K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.9K+ 7.59% |
$181K - $192K
|
41.1K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.84K+ 1.25% |
$178K - $188K
|
230K
$16.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.66K+ 19.88% |
$167K - $176K
|
16.1K
$1.17M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2.66K+ 0.7% |
$166K - $176K
|
381K
$27.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
2.65KNew |
$166K - $175K
|
2.65K
$193K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.58K+ 8889.66% |
$161K - $171K
|
2.61K
$189K
|
|
|
Jul 29, 2024
Q2 2024
|
Genworth Financial Inc
|
BUY
|
- |
2.55K+ 0.56% |
$160K - $169K
|
461K
$33.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.52K+ 26.38% |
$158K - $167K
|
12.1K
$878K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.35K+ 7.98% |
$147K - $156K
|
31.8K
$2.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.35K+ 2.88% |
$147K - $155K
|
83.9K
$6.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
2.27K+ 68.53% |
$142K - $150K
|
5.59K
$406K
|
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.27K+ 2.65% |
$142K - $150K
|
88K
$6.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.22K+ 43.68% |
$139K - $147K
|
7.32K
$532K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 0.57% |
$132K - $139K
|
372K
$27M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.99K+ 12.18% |
$124K - $131K
|
18.3K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.97K+ 31.54% |
$123K - $130K
|
8.2K
$596K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.93K+ 2.2% |
$121K - $127K
|
89.3K
$6.49M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.92K+ 45.01% |
$120K - $127K
|
6.19K
$450K
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.91K+ 1.81% |
$120K - $127K
|
107K
$7.81M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.77K+ 1.44% |
$111K - $117K
|
124K
$9.03M
|
|
|
Jul 17, 2024
Q2 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.69K+ 10.5% |
$106K - $112K
|
17.8K
$1.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.68KNew |
$105K - $111K
|
1.68K
$122K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.58K+ 2.03% |
$99.1K - $105K
|
79.7K
$5.79M
|