Purchases and Sales Made in Q4 2023 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 2023. 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 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-10K- 5.57% |
$575K - $634K
|
170K
$12.2M
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10K- 39.99% |
$577K - $637K
|
15.1K
$1.08M
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-10.6K- 4.63% |
$607K - $670K
|
218K
$15.6M
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.7K- 56.29% |
$614K - $677K
|
8.29K
$596K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-10.9K- 63.29% |
$627K - $692K
|
6.33K
$455K
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.1K- 64.18% |
$638K - $704K
|
6.2K
$445K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.2K- 6.29% |
$644K - $710K
|
167K
$12M
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11.7K- 54.9% |
$675K - $745K
|
9.65K
$693K
|
|
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12K- 74.66% |
$691K - $763K
|
4.08K
$293K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 10.75% |
$720K - $794K
|
104K
$7.47M
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-14.6K- 35.57% |
$841K - $927K
|
26.5K
$1.9M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15.2K- 68.8% |
$871K - $961K
|
6.87K
$494K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-15.4K- 11.68% |
$886K - $977K
|
117K
$8.38M
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-15.9K- 46.0% |
$912K - $1.01M
|
18.6K
$1.34M
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-16.7K- 16.14% |
$957K - $1.06M
|
86.5K
$6.22M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-17K- 10.18% |
$978K - $1.08M
|
150K
$10.8M
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-17K- 7.07% |
$979K - $1.08M
|
224K
$16.1M
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-18.4K- 43.55% |
$1.06M - $1.16M
|
23.8K
$1.71M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-20.6K- 22.21% |
$1.19M - $1.31M
|
72.3K
$5.2M
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-21.8K- 2.85% |
$1.26M - $1.38M
|
744K
$53.5M
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.6K- 74.09% |
$1.3M - $1.44M
|
7.92K
$569K
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-23.3K- 13.14% |
$1.34M - $1.48M
|
154K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-24.5K- 77.06% |
$1.41M - $1.56M
|
7.31K
$525K
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-24.5K- 5.98% |
$1.41M - $1.56M
|
386K
$27.7M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.7K- 23.04% |
$1.42M - $1.57M
|
82.6K
$5.94M
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-24.9K- 63.66% |
$1.43M - $1.58M
|
14.2K
$1.02M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-27.3K- 16.93% |
$1.57M - $1.73M
|
134K
$9.62M
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.9K- 17.95% |
$1.66M - $1.83M
|
132K
$9.49M
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-29.8K- 6.81% |
$1.71M - $1.89M
|
408K
$29.3M
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-30K- 7.44% |
$1.72M - $1.9M
|
373K
$26.8M
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-30.6K- 49.7% |
$1.76M - $1.94M
|
30.9K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-30.7K- 56.19% |
$1.76M - $1.94M
|
23.9K
$1.72M
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-32.3K- 34.29% |
$1.86M - $2.05M
|
61.9K
$4.45M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-35.9K- 89.33% |
$2.06M - $2.28M
|
4.29K
$308K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-37.6K- 5.21% |
$2.16M - $2.38M
|
684K
$49.2M
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-39.4K- 10.48% |
$2.26M - $2.5M
|
336K
$24.2M
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-41.7K- 61.64% |
$2.4M - $2.65M
|
26K
$1.87M
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-43.5K- 15.03% |
$2.5M - $2.76M
|
246K
$17.7M
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-45.4K- 6.64% |
$2.61M - $2.88M
|
638K
$45.9M
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-45.8K- 61.08% |
$2.63M - $2.91M
|
29.2K
$2.1M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46.9K- 3.47% |
$2.7M - $2.98M
|
1.31M
$94M
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-47.9K- 17.58% |
$2.75M - $3.03M
|
224K
$16.1M
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-48.5K- 31.4% |
$2.79M - $3.08M
|
106K
$7.62M
|
|
Feb 09, 2024
Q4 2023
|
Schaeffer Financial LLC
|
SELL
|
- |
-49.2K- 56.86% |
$2.83M - $3.12M
|
37.3K
$2.68M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-49.3K- 27.45% |
$2.83M - $3.12M
|
130K
$9.36M
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-49.5K- 39.39% |
$2.85M - $3.14M
|
76.2K
$5.47M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-56.1K- 13.86% |
$3.22M - $3.56M
|
349K
$25.1M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-59.1K- 77.13% |
$3.4M - $3.75M
|
17.5K
$1.26M
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-60.7K- 3.76% |
$3.49M - $3.85M
|
1.55M
$112M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-61.8K- 41.83% |
$3.55M - $3.92M
|
86K
$6.18M
|