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 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
28+ 0.43% |
$1.95K - $2.1K
|
6.52K
$475K
|
|
|
Mar 25, 2025
Q4 2024
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
28+ 0.43% |
$1.95K - $2.1K
|
6.61K
$481K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
28+ 0.18% |
$1.95K - $2.1K
|
15.7K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
27+ 0.14% |
$1.88K - $2.02K
|
18.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
26+ 0.34% |
$1.81K - $1.95K
|
7.58K
$552K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23+ 0.93% |
$1.6K - $1.72K
|
2.5K
$182K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
22+ 0.22% |
$1.53K - $1.65K
|
10K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.19% |
$1.32K - $1.42K
|
9.82K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.25K - $1.35K
|
18
$1.31K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 0.4% |
$1.18K - $1.27K
|
4.26K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15+ 0.44% |
$1.04K - $1.12K
|
3.44K
$250K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 0.35% |
$1.04K - $1.12K
|
4.31K
$314K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.26% |
$905 - $973
|
4.96K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
12+ 0.09% |
$835 - $898
|
13.6K
$993K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11+ 0.17% |
$765 - $824
|
6.35K
$462K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.1% |
$765 - $824
|
11.3K
$826K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.59% |
$696 - $749
|
639
$46.5K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
10+ 0.2% |
$696 - $749
|
5K
$364K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.43% |
$626 - $674
|
2.1K
$153K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.07% |
$487 - $524
|
10.1K
$737K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$487 - $524
|
5.49K
$400K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$487 - $524
|
6.25K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7+ 0.11% |
$487 - $524
|
6.27K
$456K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.09% |
$417 - $449
|
6.43K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.14% |
$417 - $449
|
4.24K
$309K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
5+ 0.06% |
$348 - $374
|
8.82K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
5+ 0.04% |
$348 - $374
|
11.8K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5+ 0.06% |
$348 - $374
|
8.08K
$589K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.41% |
$348 - $374
|
1.23K
$89.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
4+ 0.09% |
$278 - $299
|
4.3K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.11% |
$278 - $299
|
3.53K
$257K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4+ 0.11% |
$278 - $299
|
3.79K
$276K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.04% |
$278 - $299
|
10.7K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4+ 0.11% |
$278 - $299
|
3.63K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.66% |
$209 - $225
|
459
$33.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3+ 0.08% |
$209 - $225
|
3.91K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
3+ 0.1% |
$209 - $225
|
3.15K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
2+ 0.01% |
$139 - $150
|
14.8K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$139 - $150
|
13K
$950K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2+ 0.07% |
$139 - $150
|
3.06K
$223K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.46% |
$139 - $150
|
437
$31.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$139 - $150
|
846
$61.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
2+ 0.62% |
$139 - $150
|
324
$23.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.42% |
$139 - $150
|
479
$34.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.03% |
$69.6 - $74.9
|
3.8K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
1+ 0.02% |
$69.6 - $74.9
|
6.04K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$69.6 - $74.9
|
3.52K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1+ 0.02% |
$69.6 - $74.9
|
5K
$364K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.03% |
$69.6 - $74.9
|
3.55K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$69.6 - $74.9
|
14K
$1.02M
|