Purchases and Sales Made in Q1 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 Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.83K- 47.44% |
$176K - $186K
|
3.13K
$231K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.85K- 1.27% |
$178K - $188K
|
222K
$16.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.85K- 7.38% |
$178K - $188K
|
35.8K
$2.64M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.98K- 3.4% |
$186K - $197K
|
84.7K
$6.24M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-3.05K- 3.03% |
$190K - $201K
|
97.6K
$7.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-3.1K- 17.03% |
$193K - $204K
|
15.1K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.25K- 3.48% |
$203K - $214K
|
90K
$6.64M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3.32K- 6.62% |
$207K - $219K
|
46.8K
$3.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-3.54K- 21.76% |
$221K - $233K
|
12.7K
$940K
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-3.56K- 50.0% |
$222K - $234K
|
3.56K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.6K- 21.46% |
$225K - $237K
|
13.2K
$971K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.75K- 2.22% |
$234K - $247K
|
166K
$12.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.76K- 46.53% |
$235K - $247K
|
4.32K
$318K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.9K- 8.72% |
$243K - $257K
|
40.8K
$3.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-3.98K- 8.09% |
$249K - $262K
|
45.3K
$3.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-4.09K- 33.39% |
$255K - $269K
|
8.16K
$602K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.15K- 42.79% |
$259K - $273K
|
5.55K
$409K
|
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-4.17K- 16.04% |
$260K - $275K
|
21.8K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.19K- 8.56% |
$262K - $276K
|
44.8K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.23K- 20.83% |
$264K - $279K
|
16.1K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-4.26K- 24.29% |
$266K - $280K
|
13.3K
$978K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-4.36K- 15.99% |
$272K - $287K
|
22.9K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.43K- 7.7% |
$277K - $292K
|
53.1K
$3.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.59K- 57.88% |
$286K - $302K
|
3.34K
$246K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-4.68K- 23.28% |
$292K - $308K
|
15.4K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.78K- 6.96% |
$298K - $315K
|
63.8K
$4.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.86K- 31.02% |
$303K - $320K
|
10.8K
$796K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-4.92K- 15.3% |
$307K - $324K
|
27.2K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.28K- 5.08% |
$330K - $348K
|
98.7K
$7.27M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.57K- 22.36% |
$348K - $367K
|
19.3K
$1.43M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-5.74K- 19.3% |
$358K - $378K
|
24K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-5.76K- 0.58% |
$360K - $379K
|
984K
$72.6M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-5.96K- 5.26% |
$372K - $393K
|
107K
$7.91M
|
|
|
May 09, 2024
Q1 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
SELL
|
- |
-6.15K- 3.45% |
$384K - $405K
|
172K
$12.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.16K- 1.14% |
$384K - $405K
|
534K
$39.4M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.21K- 85.03% |
$388K - $409K
|
1.09K
$80.6K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.31K- 18.93% |
$394K - $416K
|
27K
$1.99M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.39K- 4.25% |
$399K - $421K
|
144K
$10.6M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-6.7K- 49.4% |
$418K - $442K
|
6.87K
$506K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-7.27K- 6.24% |
$454K - $479K
|
109K
$8.06M
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-7.78K- 61.91% |
$486K - $512K
|
4.79K
$353K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.8K- 15.97% |
$487K - $514K
|
41K
$3.02M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-7.87KClosed |
$491K - $518K
|
0
$0
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.9K- 2.05% |
$493K - $520K
|
378K
$27.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-9.05K- 4.16% |
$565K - $596K
|
209K
$15.4M
|
|
|
Apr 04, 2024
Q1 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-9.6K- 7.95% |
$599K - $632K
|
111K
$8.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-9.92K- 72.87% |
$619K - $654K
|
3.69K
$272K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-10K- 36.17% |
$626K - $661K
|
17.7K
$1.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Derbend Asset Management
|
SELL
|
- |
-10.1K- 36.45% |
$633K - $668K
|
17.7K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.3K- 12.99% |
$641K - $677K
|
68.8K
$5.07M
|