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
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-100- 2.93% |
$6.26K - $6.62K
|
3.32K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-100- 0.71% |
$6.26K - $6.62K
|
13.9K
$993K
|
|
|
Jul 25, 2024
Q2 2024
|
Tkg Advisors, LLC
|
SELL
|
- |
-103- 1.32% |
$6.45K - $6.82K
|
7.72K
$551K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-111- 0.37% |
$6.95K - $7.35K
|
29.9K
$2.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-114- 1.3% |
$7.14K - $7.54K
|
8.66K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-125- 34.34% |
$7.83K - $8.27K
|
239
$17.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Seneca House Advisors
|
SELL
|
- |
-126- 2.21% |
$7.89K - $8.34K
|
5.58K
$398K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-132- 3.94% |
$8.26K - $8.74K
|
3.22K
$230K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-141- 1.41% |
$8.83K - $9.33K
|
9.85K
$703K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-142- 4.01% |
$8.89K - $9.4K
|
3.4K
$242K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-148- 1.03% |
$9.27K - $9.79K
|
14.3K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-152- 0.2% |
$9.52K - $10.1K
|
77.5K
$5.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-161- 2.34% |
$10.1K - $10.7K
|
6.72K
$479K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-165- 11.43% |
$10.3K - $10.9K
|
1.28K
$91.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-165- 3.39% |
$10.3K - $10.9K
|
4.7K
$335K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-172- 1.95% |
$10.8K - $11.4K
|
8.63K
$615K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-173- 86.5% |
$10.8K - $11.4K
|
27
$1.93K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-175- 19.17% |
$11K - $11.6K
|
738
$52.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-182- 1.34% |
$11.4K - $12K
|
13.4K
$955K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-186- 3.25% |
$11.6K - $12.3K
|
5.54K
$395K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-190- 0.73% |
$11.9K - $12.6K
|
26K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-205- 18.91% |
$12.8K - $13.6K
|
879
$62.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-206- 1.87% |
$12.9K - $13.6K
|
10.8K
$773K
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
SELL
|
- |
-214- 1.15% |
$13.4K - $14.2K
|
18.3K
$1.31M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-215- 13.02% |
$13.5K - $14.2K
|
1.44K
$102K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-222- 47.95% |
$13.9K - $14.7K
|
241
$17.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-231- 2.22% |
$14.5K - $15.3K
|
10.2K
$726K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-254- 0.56% |
$15.9K - $16.8K
|
45K
$3.21M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-255- 0.23% |
$16K - $16.9K
|
111K
$7.93M
|
|
|
Jul 25, 2024
Q2 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-255- 0.96% |
$16K - $16.9K
|
26.2K
$1.87M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-267- 49.72% |
$16.7K - $17.7K
|
270
$19.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-268- 1.69% |
$16.8K - $17.7K
|
15.6K
$1.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-270- 2.35% |
$16.9K - $17.9K
|
11.2K
$801K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-270- 0.66% |
$16.9K - $17.9K
|
40.5K
$2.89M
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-272- 4.21% |
$17K - $18K
|
6.19K
$441K
|
|
|
Aug 13, 2024
Q2 2024
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-272- 0.35% |
$17K - $18K
|
77.8K
$5.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-281- 1.55% |
$17.6K - $18.6K
|
17.9K
$1.27M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-285- 6.04% |
$17.8K - $18.9K
|
4.43K
$316K
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-287- 3.4% |
$18K - $19K
|
8.16K
$582K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-295- 7.25% |
$18.5K - $19.5K
|
3.77K
$269K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-310- 7.3% |
$19.4K - $20.5K
|
3.94K
$281K
|
|
|
Aug 12, 2024
Q2 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-316- 2.61% |
$19.8K - $20.9K
|
11.8K
$841K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-316- 0.54% |
$19.8K - $20.9K
|
58.2K
$4.15M
|
|
|
Jul 09, 2024
Q2 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-322- 0.29% |
$20.2K - $21.3K
|
111K
$7.91M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-330- 1.13% |
$20.7K - $21.8K
|
28.9K
$2.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-336- 2.62% |
$21K - $22.2K
|
12.5K
$892K
|
|
|
Aug 02, 2024
Q2 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-340- 1.08% |
$21.3K - $22.5K
|
31.2K
$2.23M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-347- 1.43% |
$21.7K - $23K
|
23.9K
$1.71M
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-348- 1.88% |
$21.8K - $23K
|
18.2K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-348- 53.87% |
$21.8K - $23K
|
298
$21.3K
|