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 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
276+ 4.47% |
$19.2K - $20.7K
|
6.45K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
273+ 1.03% |
$19K - $20.4K
|
26.7K
$1.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
262+ 2.02% |
$18.2K - $19.6K
|
13.2K
$963K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
253+ 4.49% |
$17.6K - $18.9K
|
5.89K
$429K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
251+ 1.96% |
$17.5K - $18.8K
|
13.1K
$953K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
250+ 2.0% |
$17.4K - $18.7K
|
12.8K
$930K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
244+ 0.89% |
$17K - $18.3K
|
27.8K
$2.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
239New |
$16.6K - $17.9K
|
239
$17.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
235New |
$16.4K - $17.6K
|
235
$17.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
210New |
$14.6K - $15.7K
|
210
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
209New |
$14.5K - $15.6K
|
209
$15.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
203New |
$14.1K - $15.2K
|
203
$14.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200+ 28.57% |
$13.9K - $15K
|
900
$65.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
200+ 1.84% |
$13.9K - $15K
|
11.1K
$805K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
185+ 0.27% |
$12.9K - $13.9K
|
68.5K
$4.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
178+ 0.55% |
$12.4K - $13.3K
|
32.8K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 1.41% |
$12.2K - $13.1K
|
12.6K
$915K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
169New |
$11.8K - $12.7K
|
169
$12.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
167+ 0.36% |
$11.6K - $12.5K
|
46K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
167+ 6.36% |
$11.6K - $12.5K
|
2.79K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
166+ 162.75% |
$11.6K - $12.4K
|
268
$19.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
157+ 3.1% |
$10.9K - $11.8K
|
5.22K
$380K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
156New |
$10.9K - $11.7K
|
156
$11.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
154New |
$10.7K - $11.5K
|
154
$11.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
136+ 4.81% |
$9.46K - $10.2K
|
2.96K
$216K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
135+ 1.33% |
$9.39K - $10.1K
|
10.3K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
135+ 0.01% |
$9.39K - $10.1K
|
1.12M
$81.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
129New |
$8.98K - $9.66K
|
129
$9.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
126+ 2.41% |
$8.77K - $9.43K
|
5.36K
$391K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
118+ 0.84% |
$8.21K - $8.83K
|
14.2K
$1.03M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
115New |
$8K - $8.61K
|
115
$8.38K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$6.96K - $7.49K
|
100
$7.28K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
98+ 3.52% |
$6.82K - $7.34K
|
2.88K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
92+ 0.34% |
$6.4K - $6.89K
|
27.4K
$1.99M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
81+ 9.07% |
$5.64K - $6.06K
|
974
$70.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
78+ 0.07% |
$5.43K - $5.84K
|
107K
$7.79M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
75+ 2.29% |
$5.22K - $5.62K
|
3.35K
$244K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
70+ 1.84% |
$4.87K - $5.24K
|
3.87K
$282K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
68+ 2.22% |
$4.73K - $5.09K
|
3.13K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
66+ 11.36% |
$4.59K - $4.94K
|
647
$47.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
62+ 0.28% |
$4.31K - $4.64K
|
21.9K
$1.6M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
58New |
$4.04K - $4.34K
|
58
$4.22K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
50+ 1.16% |
$3.48K - $3.74K
|
4.35K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
45+ 0.85% |
$3.13K - $3.37K
|
5.32K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
42+ 0.43% |
$2.92K - $3.14K
|
9.89K
$720K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
37+ 0.32% |
$2.57K - $2.77K
|
11.5K
$841K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
35+ 0.44% |
$2.44K - $2.62K
|
7.94K
$578K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
32New |
$2.23K - $2.4K
|
32
$2.33K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29+ 0.42% |
$2.02K - $2.17K
|
6.96K
$507K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
28+ 0.36% |
$1.95K - $2.1K
|
7.73K
$563K
|