Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.68K+ 61.66% |
$302K - $336K
|
12.3K
$884K
|
|
|
Oct 16, 2024
Q3 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
4.64KNew |
$300K - $333K
|
4.64K
$334K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.47K+ 138.07% |
$288K - $321K
|
7.7K
$555K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.06K+ 1.76% |
$262K - $291K
|
235K
$16.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
BUY
|
- |
3.9KNew |
$252K - $280K
|
3.9K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.71K+ 2.47% |
$239K - $266K
|
154K
$11.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.67K+ 54.13% |
$237K - $263K
|
10.5K
$753K
|
|
|
Oct 16, 2024
Q3 2024
|
Ballast, Inc.
|
BUY
|
- |
3.48K+ 1.85% |
$224K - $249K
|
192K
$13.8M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
3.44KNew |
$222K - $247K
|
3.44K
$248K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.42K+ 60.05% |
$221K - $246K
|
9.13K
$657K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.42K+ 96.93% |
$221K - $245K
|
6.94K
$500K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.28KNew |
$212K - $235K
|
3.28K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.22K+ 68.47% |
$208K - $231K
|
7.92K
$570K
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.17KNew |
$205K - $227K
|
3.17K
$228K
|
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.06KNew |
$197K - $219K
|
3.06K
$220K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.06KNew |
$197K - $219K
|
3.06K
$220K
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.04KNew |
$196K - $218K
|
3.04K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
3.03KNew |
$196K - $218K
|
3.03K
$219K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$194K - $215K
|
3K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
2.98KNew |
$193K - $214K
|
2.98K
$215K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.96K+ 52.4% |
$191K - $212K
|
8.61K
$620K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.94KNew |
$190K - $211K
|
2.94K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.93KNew |
$189K - $210K
|
2.93K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.93KNew |
$189K - $210K
|
2.93K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.92KNew |
$188K - $209K
|
2.92K
$210K
|
|
|
Oct 29, 2024
Q3 2024
|
Genworth Financial Inc
|
BUY
|
- |
2.88K+ 0.62% |
$186K - $206K
|
464K
$33.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.87KNew |
$186K - $206K
|
2.87K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
2.85KNew |
$184K - $205K
|
2.85K
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.83KNew |
$182K - $203K
|
2.83K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.81KNew |
$181K - $201K
|
2.81K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.67K+ 3.35% |
$173K - $192K
|
82.4K
$5.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
2.61K+ 181.75% |
$169K - $187K
|
4.05K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.28K+ 4.81% |
$147K - $164K
|
49.7K
$3.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2.26K+ 21.91% |
$146K - $162K
|
12.5K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.18K+ 15.65% |
$141K - $156K
|
16.1K
$1.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.07K+ 11.86% |
$134K - $149K
|
19.5K
$1.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2K+ 3.3% |
$129K - $143K
|
62.5K
$4.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.93K+ 172.17% |
$125K - $138K
|
3.05K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.84K+ 42.51% |
$118K - $132K
|
6.15K
$443K
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.72K+ 1.39% |
$111K - $124K
|
126K
$9.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.7K+ 3.73% |
$110K - $122K
|
47.1K
$3.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.7K+ 6.56% |
$110K - $122K
|
27.5K
$1.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.6K+ 12.53% |
$104K - $115K
|
14.4K
$1.04M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.59K+ 10.26% |
$103K - $114K
|
17.1K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.53KNew |
$98.7K - $110K
|
1.53K
$110K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.47KNew |
$94.9K - $105K
|
1.47K
$106K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1.46K+ 40.64% |
$94.5K - $105K
|
5.07K
$365K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.37K+ 4.41% |
$88.7K - $98.6K
|
32.5K
$2.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.29K+ 7.32% |
$83.2K - $92.4K
|
18.9K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.28K+ 5.46% |
$82.6K - $91.9K
|
24.7K
$1.78M
|