Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Enha (SPVU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.16KNew |
$287K - $311K
|
6.16K
$308K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3+ 0.29% |
$140 - $151
|
1.05K
$52.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.15KNew |
$240K - $260K
|
5.15K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-607- 3.68% |
$28.3K - $30.6K
|
15.9K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
7.89K+ 207.55% |
$367K - $398K
|
11.7K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.19KNew |
$428K - $464K
|
9.19K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-103- 3.87% |
$4.8K - $5.2K
|
2.56K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-7.71K- 51.93% |
$359K - $389K
|
7.14K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.6K- 2.59% |
$214K - $232K
|
173K
$8.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26+ 3.42% |
$1.21K - $1.31K
|
786
$39.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-534- 8.29% |
$24.9K - $27K
|
5.91K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.08K+ 14.27% |
$50.5K - $54.7K
|
8.68K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-46- 13.81% |
$2.14K - $2.32K
|
287
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
SELL
|
- |
-871- 8.08% |
$40.6K - $44K
|
9.91K
$496K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$46.6 - $50.5
|
1
$50
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200- 5.71% |
$9.32K - $10.1K
|
3.3K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.57KNew |
$119K - $129K
|
2.57K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-199- 0.2% |
$9.27K - $10K
|
97.4K
$4.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.7K- 9.03% |
$871K - $943K
|
188K
$9.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.02K- 6.85% |
$47.4K - $51.3K
|
13.8K
$691K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.23K- 1.88% |
$150K - $163K
|
168K
$8.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-333- 70.7% |
$15.5K - $16.8K
|
138
$6.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.03K- 19.3% |
$94.5K - $102K
|
8.48K
$424K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 0.71% |
$1.16K - $1.26K
|
3.56K
$178K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-663- 68.49% |
$30.9K - $33.5K
|
305
$15.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
738+ 6.95% |
$34.4K - $37.3K
|
11.4K
$567K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
986+ 0.57% |
$45.9K - $49.8K
|
173K
$8.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.34K+ 4.15% |
$109K - $118K
|
58.9K
$2.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.75KNew |
$81.5K - $88.3K
|
1.75K
$87.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-13K- 67.06% |
$607K - $658K
|
6.4K
$320K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
49New |
$2.28K - $2.47K
|
49
$2.45K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.46K- 4.37% |
$67.8K - $73.5K
|
31.9K
$1.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.75K- 45.44% |
$174K - $189K
|
4.5K
$225K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-911- 16.06% |
$42.4K - $46K
|
4.76K
$238K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
39+ 0.5% |
$1.82K - $1.97K
|
7.92K
$396K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
743New |
$34.6K - $37.5K
|
743
$37.1K
|
|
| Q2 2024 | |||||||
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
586+ 5.86% |
$27.5K - $29.1K
|
10.6K
$529K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5K+ 156.92% |
$633K - $669K
|
22K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.88KNew |
$229K - $242K
|
4.88K
$244K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.88KNew |
$339K - $393K
|
7.88K
$394K
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57.5K+ 245.45% |
$2.48M - $2.87M
|
81K
$4.05M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
60New |
$2.58K - $2.99K
|
60
$3K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-23- 5.03% |
$989 - $1.15K
|
434
$21.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
17.4K+ 63.9% |
$750K - $869K
|
44.7K
$2.23M
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$152 - $178
|
4
$200
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
445New |
$16.9K - $19.8K
|
445
$22.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$23.3K - $27.4K
|
615
$30.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-229- 2.21% |
$8.68K - $10.2K
|
10.1K
$506K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
88.7KNew |
$3.36M - $3.95M
|
88.7K
$4.43M
|
|