Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29+ 0.42% |
$2.02K - $2.17K
|
6.96K
$497K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
28+ 0.36% |
$1.95K - $2.1K
|
7.73K
$551K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
28+ 0.43% |
$1.95K - $2.1K
|
6.52K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
27+ 0.14% |
$1.88K - $2.02K
|
18.7K
$1.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.19% |
$1.32K - $1.42K
|
9.82K
$701K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.25K - $1.35K
|
18
$1.28K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 0.4% |
$1.18K - $1.27K
|
4.26K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15+ 0.44% |
$1.04K - $1.12K
|
3.44K
$245K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.59% |
$696 - $749
|
639
$45.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.43% |
$626 - $674
|
2.1K
$150K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$487 - $524
|
10.1K
$721K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$487 - $524
|
6.25K
$446K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$487 - $524
|
5.49K
$392K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.11% |
$487 - $524
|
6.27K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$417 - $449
|
4.24K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.11% |
$278 - $299
|
3.79K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4+ 0.09% |
$278 - $299
|
4.3K
$307K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3+ 0.1% |
$209 - $225
|
3.15K
$225K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$139 - $150
|
13K
$930K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2+ 0.07% |
$139 - $150
|
3.06K
$218K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$139 - $150
|
846
$60.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.62% |
$139 - $150
|
324
$23.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$69.6 - $74.9
|
14.9K
$1.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$69.6 - $74.9
|
6.04K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.02% |
$69.6 - $74.9
|
5K
$357K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.03% |
$69.6 - $74.9
|
3.8K
$271K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-4- 2.67% |
$278 - $299
|
146
$10.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-5- 0.05% |
$348 - $374
|
10.1K
$718K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.17% |
$557 - $599
|
4.76K
$340K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-19- 0.22% |
$1.32K - $1.42K
|
8.58K
$612K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-22- 0.54% |
$1.53K - $1.65K
|
4.02K
$287K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 0.7% |
$2.78K - $2.99K
|
5.64K
$402K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-43- 1.48% |
$2.99K - $3.22K
|
2.86K
$204K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-47- 1.03% |
$3.27K - $3.52K
|
4.53K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-50- 1.48% |
$3.48K - $3.74K
|
3.32K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-60- 0.23% |
$4.17K - $4.49K
|
26.4K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
SELL
|
- |
-60- 1.08% |
$4.17K - $4.49K
|
5.5K
$393K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-61- 1.32% |
$4.24K - $4.57K
|
4.57K
$326K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-67- 1.17% |
$4.66K - $5.02K
|
5.68K
$405K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-67- 0.47% |
$4.66K - $5.02K
|
14.3K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-75- 14.34% |
$5.22K - $5.62K
|
448
$32K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-75- 0.23% |
$5.22K - $5.62K
|
33K
$2.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-78- 1.45% |
$5.43K - $5.84K
|
5.29K
$378K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-83- 1.29% |
$5.78K - $6.21K
|
6.35K
$453K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-88- 2.07% |
$6.12K - $6.59K
|
4.16K
$297K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-94- 1.52% |
$6.54K - $7.04K
|
6.1K
$435K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-110- 0.61% |
$7.65K - $8.24K
|
18.1K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-114- 0.59% |
$7.93K - $8.54K
|
19.1K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-115- 0.31% |
$8K - $8.61K
|
37.4K
$2.67M
|