Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Enha (SPVU) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 ENHA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
140K+ 576.51% |
$6.04M - $7M
|
165K
$8.03M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57.5K+ 245.45% |
$2.48M - $2.87M
|
81K
$3.95M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.6KNew |
$2.39M - $2.77M
|
55.6K
$2.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
17.4K+ 63.9% |
$750K - $869K
|
44.7K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
12KNew |
$515K - $597K
|
12K
$584K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.06K+ 4.38% |
$347K - $402K
|
192K
$9.36M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.88KNew |
$339K - $393K
|
7.88K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
7.74K+ 69.27% |
$333K - $386K
|
18.9K
$923K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.57K+ 4.26% |
$326K - $377K
|
185K
$9.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.59K+ 87.02% |
$111K - $129K
|
5.56K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
2.56K+ 42.57% |
$110K - $128K
|
8.58K
$419K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.38K+ 39.76% |
$102K - $119K
|
8.37K
$408K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.17KNew |
$50.2K - $58.1K
|
1.17K
$56.9K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
879+ 115.81% |
$37.8K - $43.8K
|
1.64K
$79.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
879+ 115.81% |
$37.8K - $43.8K
|
1.64K
$79.9K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
878+ 115.53% |
$37.8K - $43.8K
|
1.64K
$79.9K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
615+ 2.55% |
$26.5K - $30.7K
|
24.7K
$1.21M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
456+ 3040.0% |
$19.6K - $22.7K
|
471
$23K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
60New |
$2.58K - $2.99K
|
60
$2.93K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
36+ 0.46% |
$1.55K - $1.79K
|
7.84K
$383K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-23- 5.03% |
$989 - $1.15K
|
434
$21.2K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-180- 6.76% |
$7.74K - $8.97K
|
2.48K
$121K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-613- 14.95% |
$26.4K - $30.6K
|
3.49K
$170K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-725- 0.42% |
$31.2K - $36.1K
|
172K
$8.37M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-797- 9.94% |
$34.3K - $39.7K
|
7.22K
$352K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-900- 26.6% |
$38.7K - $44.9K
|
2.48K
$121K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-945- 2.48% |
$40.7K - $47.1K
|
37.2K
$1.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-999- 48.85% |
$43K - $49.8K
|
1.05K
$51K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.86K- 32.68% |
$80.1K - $92.9K
|
3.84K
$187K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.94K- 1.74% |
$83.3K - $96.6K
|
109K
$5.33M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.99K- 13.4% |
$85.6K - $99.2K
|
12.9K
$627K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.19K- 29.54% |
$180K - $209K
|
10K
$488K
|