Purchases and Sales Made in Q4 2023 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 2023. 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 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.27K+ 26.65% |
$246K - $271K
|
20.3K
$1.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.2K+ 665.29% |
$241K - $266K
|
4.83K
$349K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.15KNew |
$239K - $263K
|
4.15K
$300K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.11KNew |
$236K - $261K
|
4.11K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.06K+ 5.5% |
$233K - $257K
|
77.8K
$5.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
4K+ 3.7% |
$230K - $254K
|
112K
$8.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
BUY
|
- |
3.9KNew |
$224K - $247K
|
3.9K
$282K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.84KNew |
$221K - $244K
|
3.84K
$278K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.76KNew |
$216K - $239K
|
3.76K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.72KNew |
$214K - $236K
|
3.72K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
3.67KNew |
$211K - $232K
|
3.67K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
3.57K+ 37.61% |
$205K - $226K
|
13K
$944K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.56KNew |
$205K - $226K
|
3.56K
$258K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3.56KNew |
$205K - $226K
|
3.56K
$258K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3.45KNew |
$199K - $219K
|
3.45K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
3.42KNew |
$196K - $217K
|
3.42K
$247K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.41KNew |
$196K - $216K
|
3.41K
$246K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.4KNew |
$195K - $215K
|
3.4K
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
3.34KNew |
$192K - $211K
|
3.34K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
3.33KNew |
$192K - $211K
|
3.33K
$241K
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.33K+ 98.2% |
$191K - $211K
|
6.72K
$486K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.28KNew |
$189K - $208K
|
3.28K
$237K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
3.21KNew |
$184K - $203K
|
3.21K
$232K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.21K+ 60.74% |
$184K - $203K
|
8.48K
$614K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.12KNew |
$180K - $198K
|
3.12K
$226K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.01K+ 16.0% |
$173K - $191K
|
21.8K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3K+ 37.25% |
$172K - $190K
|
11.1K
$800K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
2.69K+ 11.34% |
$155K - $171K
|
26.5K
$1.91M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.62K+ 27.89% |
$151K - $166K
|
12K
$869K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$144K - $159K
|
2.51K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.29K+ 6.27% |
$132K - $145K
|
38.8K
$2.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.15K+ 43.8% |
$123K - $136K
|
7.04K
$509K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.06KNew |
$118K - $130K
|
2.06K
$149K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.92K+ 10.08% |
$110K - $121K
|
20.9K
$1.51M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.86K+ 3.34% |
$107K - $118K
|
57.6K
$4.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85K+ 78.96% |
$107K - $118K
|
4.2K
$304K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.85K+ 12333.33% |
$106K - $117K
|
1.87K
$135K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.83K+ 1.81% |
$105K - $116K
|
103K
$7.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.66K+ 33.5% |
$95.4K - $105K
|
6.62K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.54K+ 6.92% |
$88.7K - $97.8K
|
23.8K
$1.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.53K+ 5.0% |
$88.1K - $97.1K
|
32.2K
$2.33M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.48K+ 59.64% |
$85K - $93.8K
|
3.96K
$286K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.38KNew |
$79.1K - $87.3K
|
1.38K
$99.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.35KNew |
$77.6K - $85.6K
|
1.35K
$97.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.71% |
$74.1K - $81.8K
|
48.8K
$3.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.25K+ 5.29% |
$71.9K - $79.3K
|
24.9K
$1.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.23K+ 0.63% |
$70.5K - $77.7K
|
195K
$14.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
1.18K+ 3.16% |
$67.7K - $74.7K
|
38.4K
$2.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.14K+ 30.08% |
$65.6K - $72.4K
|
4.94K
$357K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.09KNew |
$62.5K - $69K
|
1.09K
$78.7K
|