Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Enha (SPVU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
33.3KNew |
$1.57M - $1.66M
|
33.3K
$1.64M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15K+ 7.83% |
$706K - $747K
|
207K
$10.2M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.8KNew |
$697K - $738K
|
14.8K
$728K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.5K+ 156.92% |
$633K - $669K
|
22K
$1.08M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
10.8KNew |
$507K - $536K
|
10.8K
$529K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.59KNew |
$357K - $377K
|
7.59K
$373K
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.89K+ 4.18% |
$324K - $342K
|
172K
$8.42M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.44KNew |
$303K - $320K
|
6.44K
$316K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.88KNew |
$229K - $242K
|
4.88K
$239K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
2.88K+ 24.11% |
$136K - $143K
|
14.8K
$729K
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.24K+ 26.81% |
$105K - $112K
|
10.6K
$521K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
917+ 1.65% |
$43.1K - $45.6K
|
56.5K
$2.77M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
509+ 2.69% |
$23.9K - $25.3K
|
19.4K
$954K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
180+ 7.25% |
$8.46K - $8.95K
|
2.66K
$131K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 1.96% |
$5.12K - $5.42K
|
5.67K
$278K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
52+ 1.49% |
$2.44K - $2.58K
|
3.54K
$174K
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
35+ 0.45% |
$1.64K - $1.74K
|
7.88K
$387K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.1% |
$47 - $49.7
|
1.05K
$51.4K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$47 - $49.7
|
2
$98.2
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57.5K+ 245.45% |
$2.48M - $2.87M
|
81K
$3.97M
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
17.4K+ 63.9% |
$750K - $869K
|
44.7K
$2.19M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.88KNew |
$339K - $393K
|
7.88K
$387K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
879+ 115.81% |
$37.8K - $43.8K
|
1.64K
$80.4K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
456+ 3040.0% |
$19.6K - $22.7K
|
471
$23.1K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
60New |
$2.58K - $2.99K
|
60
$2.94K
|
|
Q4 2023 | |||||||
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
88.7KNew |
$3.36M - $3.95M
|
88.7K
$4.35M
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$23.3K - $27.4K
|
615
$30.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
445New |
$16.9K - $19.8K
|
445
$21.8K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
333New |
$12.6K - $14.8K
|
333
$16.3K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$152 - $178
|
4
$196
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$464K - $506K
|
12.3K
$604K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
325New |
$12.3K - $13.4K
|
325
$16K
|
|
Q4 2022 | |||||||
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.82KNew |
$274K - $299K
|
6.82K
$335K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.4KNew |
$217K - $237K
|
5.4K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.93KNew |
$198K - $216K
|
4.93K
$242K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
915+ 98.18% |
$36.8K - $40.1K
|
1.85K
$90.7K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
370New |
$14.9K - $16.2K
|
370
$18.2K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
101+ 272.97% |
$4.07K - $4.43K
|
138
$6.77K
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44New |
$1.77K - $1.93K
|
44
$2.16K
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
800New |
N/A
|
800
$39.3K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
283New |
N/A
|
283
$13.9K
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.87% |
N/A
|
116
$5.69K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
356New |
N/A
|
356
$17.5K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
96New |
N/A
|
96
$4.71K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
30.6KNew |
N/A
|
30.6K
$1.5M
|
|
Q3 2021 | |||||||
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.42KNew |
N/A
|
7.42K
$364K
|
|
Q1 2019 | |||||||
Sep 07, 2021
Q1 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
N/A
|
300
$14.7K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
453New |
N/A
|
453
$22.2K
|