Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
894+ 3.71% |
$62.2K - $66.9K
|
25K
$1.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
868+ 0.13% |
$60.4K - $65K
|
679K
$49.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
865+ 3.5% |
$60.2K - $64.8K
|
25.6K
$1.87M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
854New |
$59.4K - $63.9K
|
854
$62.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
840New |
$58.4K - $62.9K
|
840
$61.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
826New |
$57.5K - $61.8K
|
826
$60.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
808+ 1.63% |
$56.2K - $60.5K
|
50.5K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
800+ 13.31% |
$55.7K - $59.9K
|
6.81K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
775+ 553.57% |
$53.9K - $58K
|
915
$67K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
765New |
$53.2K - $57.3K
|
765
$56K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
761+ 6.54% |
$53K - $57K
|
12.4K
$907K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
741+ 0.65% |
$51.6K - $55.5K
|
115K
$8.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
723New |
$50.3K - $54.1K
|
723
$52.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
716+ 15.12% |
$49.8K - $53.6K
|
5.45K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
709+ 7.06% |
$49.3K - $53.1K
|
10.8K
$787K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
680+ 14.24% |
$47.3K - $50.9K
|
5.45K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
634New |
$44.1K - $47.5K
|
634
$46.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
581+ 6.51% |
$40.4K - $43.5K
|
9.51K
$696K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
579+ 2.09% |
$40.3K - $43.3K
|
28.3K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
577+ 1.43% |
$40.1K - $43.2K
|
41.1K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
562New |
$39.1K - $42.1K
|
562
$41.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
541+ 39.69% |
$37.6K - $40.5K
|
1.9K
$139K
|
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
526+ 2.58% |
$36.6K - $39.4K
|
20.9K
$1.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
508+ 3.94% |
$35.3K - $38K
|
13.4K
$981K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
471+ 6.43% |
$32.8K - $35.3K
|
7.8K
$571K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
465+ 8.53% |
$32.4K - $34.8K
|
5.92K
$433K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
431+ 2.36% |
$30K - $32.3K
|
18.7K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
423+ 9.43% |
$29.4K - $31.7K
|
4.91K
$359K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
415+ 1.18% |
$28.9K - $31.1K
|
35.6K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
410New |
$28.5K - $30.7K
|
410
$30K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
378New |
$26.3K - $28.3K
|
378
$27.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
363+ 1.62% |
$25.3K - $27.2K
|
22.7K
$1.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
357+ 12.72% |
$24.8K - $26.7K
|
3.16K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
345+ 1.38% |
$24K - $25.8K
|
25.4K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
329New |
$22.9K - $24.6K
|
329
$24.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
322+ 1.02% |
$22.4K - $24.1K
|
31.8K
$2.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
299+ 17.45% |
$20.8K - $22.4K
|
2.01K
$147K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
290New |
$20.2K - $21.7K
|
290
$21.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
276+ 4.47% |
$19.2K - $20.7K
|
6.45K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
273+ 1.03% |
$19K - $20.4K
|
26.7K
$1.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
262+ 2.02% |
$18.2K - $19.6K
|
13.2K
$967K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
251+ 1.96% |
$17.5K - $18.8K
|
13.1K
$958K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
250+ 2.0% |
$17.4K - $18.7K
|
12.8K
$934K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
244+ 0.89% |
$17K - $18.3K
|
27.8K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
239New |
$16.6K - $17.9K
|
239
$17.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
235New |
$16.4K - $17.6K
|
235
$17.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
210New |
$14.6K - $15.7K
|
210
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
209New |
$14.5K - $15.6K
|
209
$15.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
203New |
$14.1K - $15.2K
|
203
$14.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200+ 28.57% |
$13.9K - $15K
|
900
$65.9K
|