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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-350- 2.58% |
$21.9K - $23.2K
|
13.2K
$954K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-356- 3.0% |
$22.3K - $23.6K
|
11.5K
$830K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-359- 2.13% |
$22.5K - $23.8K
|
16.5K
$1.19M
|
|
|
Jul 31, 2024
Q2 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-367- 7.95% |
$23K - $24.3K
|
4.25K
$306K
|
|
|
Feb 13, 2025
Q2 2024
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
SELL
|
- |
-372- 10.12% |
$23.3K - $24.6K
|
3.31K
$238K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-373- 8.22% |
$23.4K - $24.7K
|
4.17K
$300K
|
|
|
Aug 01, 2024
Q2 2024
|
Harfst & Associates, Inc.
|
SELL
|
- |
-390- 2.03% |
$24.4K - $25.8K
|
18.9K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-400- 14.65% |
$25K - $26.5K
|
2.33K
$168K
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-403- 2.72% |
$25.2K - $26.7K
|
14.4K
$1.04M
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-406- 9.89% |
$25.4K - $26.9K
|
3.7K
$266K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-420- 8.5% |
$26.3K - $27.8K
|
4.52K
$326K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-430- 95.98% |
$26.9K - $28.5K
|
18
$1.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-430- 5.22% |
$26.9K - $28.5K
|
7.81K
$563K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-432- 7.17% |
$27K - $28.6K
|
5.6K
$403K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-438- 8.69% |
$27.4K - $29K
|
4.61K
$332K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-449- 1.13% |
$28.1K - $29.7K
|
39.2K
$2.82M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-454- 10.93% |
$28.4K - $30K
|
3.7K
$266K
|
|
|
Aug 09, 2024
Q2 2024
|
Gen Trust, LLC
|
SELL
|
- |
-455- 12.28% |
$28.5K - $30.1K
|
3.25K
$234K
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-465- 3.29% |
$29.1K - $30.8K
|
13.7K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-475- 9.18% |
$29.7K - $31.4K
|
4.7K
$339K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-476- 5.32% |
$29.8K - $31.5K
|
8.48K
$610K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-479- 1.52% |
$30K - $31.7K
|
31K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-496- 1.48% |
$31.1K - $32.8K
|
32.9K
$2.37M
|
|
|
Aug 01, 2024
Q2 2024
|
Birinyi Associates Inc
|
SELL
|
- |
-497- 1.02% |
$31.1K - $32.9K
|
48.4K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-499- 3.36% |
$31.2K - $33K
|
14.4K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-500- 12.66% |
$31.3K - $33.1K
|
3.45K
$249K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-500- 6.05% |
$31.3K - $33.1K
|
7.77K
$559K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-501- 93.47% |
$31.4K - $33.2K
|
35
$2.52K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-502- 18.61% |
$31.4K - $33.2K
|
2.2K
$158K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-524- 2.79% |
$32.8K - $34.7K
|
18.2K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-526- 3.49% |
$32.9K - $34.8K
|
14.6K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-528- 11.42% |
$33.1K - $34.9K
|
4.1K
$295K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-531- 82.07% |
$33.2K - $35.1K
|
116
$8.36K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-535- 5.57% |
$33.5K - $35.4K
|
9.08K
$654K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-536- 2.32% |
$33.6K - $35.5K
|
22.6K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-539- 0.84% |
$33.7K - $35.7K
|
63.3K
$4.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-553- 51.35% |
$34.6K - $36.6K
|
524
$37.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-555- 8.29% |
$34.7K - $36.7K
|
6.14K
$442K
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-573- 2.39% |
$35.9K - $37.9K
|
23.4K
$1.68M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-595- 14.45% |
$37.3K - $39.4K
|
3.52K
$254K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-600- 4.94% |
$37.6K - $39.7K
|
11.5K
$831K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-615- 11.09% |
$38.5K - $40.7K
|
4.93K
$355K
|
|
|
Aug 09, 2024
Q2 2024
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-620- 5.86% |
$38.8K - $41K
|
9.96K
$717K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-624- 14.19% |
$39.1K - $41.3K
|
3.77K
$272K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-632- 5.99% |
$39.6K - $41.8K
|
9.91K
$714K
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-641- 5.17% |
$40.1K - $42.4K
|
11.7K
$846K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-666- 13.79% |
$41.7K - $44.1K
|
4.16K
$300K
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-669- 2.37% |
$41.9K - $44.3K
|
27.5K
$1.98M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-682- 1.73% |
$42.7K - $45.1K
|
38.7K
$2.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-688- 16.08% |
$43.1K - $45.5K
|
3.59K
$259K
|