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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
48K+ 30.51% |
$2.35M - $2.51M
|
205K
$10.1M
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.02KNew |
$345K - $368K
|
7.02K
$344K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
893+ 47.15% |
$43.8K - $46.8K
|
2.79K
$137K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 0.55% |
$49.1 - $52.4
|
183
$8.97K
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2New |
$98.2 - $105
|
2
$98
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30- 1.19% |
$1.47K - $1.57K
|
2.5K
$122K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$754K - $805K
|
15.4K
$753K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4K- 47.48% |
$196K - $210K
|
4.43K
$217K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-685- 14.1% |
$33.6K - $35.9K
|
4.17K
$205K
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.84KNew |
$287K - $306K
|
5.84K
$286K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-40- 0.32% |
$1.96K - $2.1K
|
12.3K
$602K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$49.1 - $52.4
|
1
$49
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
112+ 3.58% |
$5.5K - $5.87K
|
3.24K
$159K
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.69K- 5.45% |
$83.1K - $88.8K
|
29.4K
$1.44M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.47K+ 1063.04% |
$72K - $76.9K
|
1.61K
$78.7K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
696+ 0.32% |
$34.2K - $36.5K
|
215K
$10.6M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-164- 4.01% |
$8.05K - $8.6K
|
3.93K
$193K
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
766New |
$37.6K - $40.2K
|
766
$37.5K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
53+ 3.53% |
$2.6K - $2.78K
|
1.56K
$76.2K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-480- 3.64% |
$23.6K - $25.2K
|
12.7K
$623K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-944- 9.75% |
$46.3K - $49.5K
|
8.74K
$428K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-19- 0.57% |
$933 - $996
|
3.3K
$162K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
590+ 7.21% |
$29K - $30.9K
|
8.78K
$430K
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
197+ 1.86% |
$9.67K - $10.3K
|
10.8K
$528K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
799+ 12.13% |
$39.2K - $41.9K
|
7.39K
$362K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 19.92% |
$570K - $609K
|
69.9K
$3.43M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.41KNew |
$216K - $231K
|
4.41K
$216K
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.46K- 1.47% |
$121K - $129K
|
165K
$8.07M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
28.4KNew |
$1.39M - $1.49M
|
28.4K
$1.39M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.57% |
$491 - $524
|
1.77K
$86.7K
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8.2K+ 46.7% |
$403K - $430K
|
25.8K
$1.26M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.09K+ 91.07% |
$299K - $319K
|
12.8K
$627K
|
|
Q4 2024 | |||||||
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-397- 37.81% |
$19.3K - $21.5K
|
653
$32K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
54+ 0.34% |
$2.63K - $2.92K
|
15.9K
$781K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11New |
$535 - $595
|
11
$539
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$97.3 - $108
|
97.4K
$4.77M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.7% |
$876 - $974
|
2.58K
$127K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
211New |
$10.3K - $11.4K
|
211
$10.3K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 0.9% |
$2.09K - $2.33K
|
4.8K
$235K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
421+ 6.83% |
$20.5K - $22.8K
|
6.59K
$323K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
133New |
$6.47K - $7.2K
|
133
$6.52K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13K+ 7.54% |
$633K - $704K
|
186K
$9.09M
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 0.48% |
$1.85K - $2.06K
|
7.95K
$390K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-7.71K- 51.93% |
$359K - $389K
|
7.14K
$350K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.19KNew |
$428K - $464K
|
9.19K
$451K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-663- 68.49% |
$30.9K - $33.5K
|
305
$15K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
49New |
$2.28K - $2.47K
|
49
$2.4K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.75K- 45.44% |
$174K - $189K
|
4.5K
$220K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.88KNew |
$229K - $242K
|
4.88K
$239K
|