Purchases and Sales Made in Q2 2024 in Invesco ETF Tr Ii S&P 500 Low (SPLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Low (SPLV) during Q2 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 LOW .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.38K- 25.2% |
$274K - $290K
|
13K
$937K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-4.4K- 1.18% |
$275K - $291K
|
368K
$26.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-4.6K- 44.2% |
$288K - $304K
|
5.8K
$418K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.6K- 43.33% |
$288K - $304K
|
6.01K
$433K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.73K- 30.05% |
$296K - $313K
|
11K
$792K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-4.83K- 34.79% |
$302K - $319K
|
9.05K
$652K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-4.97K- 9.07% |
$311K - $329K
|
49.8K
$3.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.42K- 4.93% |
$340K - $359K
|
105K
$7.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.49K- 5.58% |
$344K - $363K
|
92.8K
$6.69M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 3.46% |
$359K - $379K
|
160K
$11.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-6.01K- 25.61% |
$376K - $398K
|
17.5K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.5K- 3.68% |
$407K - $430K
|
170K
$12.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-6.54K- 6.09% |
$410K - $433K
|
101K
$7.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.55K- 7.21% |
$410K - $433K
|
84.2K
$6.07M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-6.62K- 17.12% |
$415K - $438K
|
32.1K
$2.31M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-6.79K- 67.73% |
$425K - $449K
|
3.24K
$233K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-7.23K- 98.27% |
$452K - $478K
|
127
$9.15K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.98K- 2.3% |
$499K - $528K
|
338K
$24.4M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.25K- 57.68% |
$517K - $546K
|
6.05K
$436K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.48K- 20.48% |
$531K - $561K
|
32.9K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-8.51K- 22.87% |
$532K - $563K
|
28.7K
$2.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.56K- 31.66% |
$536K - $567K
|
18.5K
$1.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-8.82K- 4.23% |
$552K - $584K
|
200K
$14.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-9.23K- 15.58% |
$578K - $611K
|
50K
$3.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.45K- 0.7% |
$592K - $625K
|
1.34M
$96.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.3K- 8.03% |
$642K - $679K
|
117K
$8.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10.4K- 68.78% |
$649K - $686K
|
4.71K
$339K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.1K- 3.2% |
$693K - $732K
|
335K
$24.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-12.7K- 69.84% |
$797K - $843K
|
5.5K
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-12.9K- 17.63% |
$810K - $856K
|
60.5K
$4.36M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.7K- 6.7% |
$859K - $908K
|
191K
$13.8M
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16.6K- 18.71% |
$1.04M - $1.1M
|
71.9K
$5.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-16.9K- 23.55% |
$1.06M - $1.12M
|
54.9K
$3.95M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.3K- 4.86% |
$1.08M - $1.14M
|
338K
$24.3M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-18.5K- 16.92% |
$1.16M - $1.22M
|
90.8K
$6.54M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-18.9K- 11.25% |
$1.18M - $1.25M
|
149K
$10.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-20.1K- 30.25% |
$1.26M - $1.33M
|
46.4K
$3.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-21.1K- 6.88% |
$1.32M - $1.4M
|
286K
$20.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-21.1K- 3.25% |
$1.32M - $1.4M
|
630K
$45.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.3K- 6.93% |
$1.33M - $1.41M
|
285K
$20.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-22K- 2.24% |
$1.38M - $1.46M
|
962K
$69.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-22.1K- 60.36% |
$1.38M - $1.46M
|
14.5K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.2K- 52.54% |
$1.39M - $1.47M
|
20K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.2K- 6.73% |
$1.39M - $1.47M
|
308K
$22.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.4K- 1.0% |
$1.59M - $1.68M
|
2.53M
$182M
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-26.4K- 68.08% |
$1.65M - $1.74M
|
12.4K
$890K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-27.3K- 73.42% |
$1.71M - $1.81M
|
9.88K
$712K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-33.4K- 71.97% |
$2.09M - $2.21M
|
13K
$938K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-36.4K- 11.98% |
$2.28M - $2.41M
|
267K
$19.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-36.7K- 47.27% |
$2.3M - $2.43M
|
40.9K
$2.95M
|