Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
88.7KNew |
$3.36M - $3.95M
|
88.7K
$4.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
53.8K+ 45.39% |
$2.04M - $2.4M
|
172K
$8.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
24.3KNew |
$923K - $1.08M
|
24.3K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.9K+ 13.54% |
$831K - $978K
|
184K
$8.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14K+ 225.56% |
$533K - $626K
|
20.3K
$989K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
9.11K+ 50.12% |
$345K - $406K
|
27.3K
$1.33M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6.48K+ 138.08% |
$246K - $289K
|
11.2K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
6.06K+ 34.88% |
$230K - $270K
|
23.4K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.11K+ 35.58% |
$79.8K - $93.8K
|
8.02K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
759New |
$28.8K - $33.8K
|
759
$37K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$23.3K - $27.4K
|
615
$30K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
445New |
$16.9K - $19.8K
|
445
$21.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
341+ 6.04% |
$12.9K - $15.2K
|
5.99K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
333New |
$12.6K - $14.8K
|
333
$16.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
211+ 3.84% |
$8K - $9.41K
|
5.7K
$278K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
184+ 1.31% |
$6.98K - $8.2K
|
14.2K
$692K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
68+ 2.34% |
$2.58K - $3.03K
|
2.97K
$145K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
43+ 0.55% |
$1.63K - $1.92K
|
7.81K
$381K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$152 - $178
|
4
$195
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.05% |
$37.9 - $44.6
|
2.05K
$99.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.13% |
$37.9 - $44.6
|
759
$37K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-229- 2.21% |
$8.68K - $10.2K
|
10.1K
$494K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-374- 99.73% |
$14.2K - $16.7K
|
1
$48.8
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-893- 17.89% |
$33.9K - $39.8K
|
4.1K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.72K- 31.11% |
$103K - $121K
|
6.02K
$294K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.87K- 16.8% |
$184K - $217K
|
24.1K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-6.55K- 30.62% |
$248K - $292K
|
14.8K
$724K
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-7.1K- 14.58% |
$269K - $317K
|
41.6K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.2K- 80.76% |
$538K - $633K
|
3.38K
$165K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-39.7K- 50.97% |
$1.5M - $1.77M
|
38.2K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.8K- 21.55% |
$1.85M - $2.17M
|
177K
$8.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-69.6K- 38.51% |
$2.64M - $3.1M
|
111K
$5.42M
|