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 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-271- 5.31% |
$15.6K - $17.2K
|
4.83K
$347K
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-274- 5.18% |
$15.7K - $17.4K
|
5.01K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-283- 1.05% |
$16.3K - $17.9K
|
26.6K
$1.91M
|
|
|
Jan 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-295- 98.66% |
$17K - $18.7K
|
4
$287
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-298- 8.27% |
$17.1K - $18.9K
|
3.3K
$237K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-300- 9.9% |
$17.2K - $19K
|
2.73K
$196K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-300- 8.17% |
$17.2K - $19K
|
3.37K
$242K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-321- 7.67% |
$18.5K - $20.4K
|
3.87K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-346- 1.54% |
$19.9K - $21.9K
|
22.2K
$1.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-360- 1.39% |
$20.7K - $22.8K
|
25.5K
$1.84M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-363- 33.74% |
$20.9K - $23K
|
713
$51.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-369- 1.15% |
$21.2K - $23.4K
|
31.6K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-396- 2.69% |
$22.8K - $25.1K
|
14.3K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-400- 7.98% |
$23K - $25.4K
|
4.61K
$331K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-400- 9.4% |
$23K - $25.4K
|
3.85K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-406- 10.87% |
$23.3K - $25.7K
|
3.33K
$239K
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-408- 9.86% |
$23.5K - $25.9K
|
3.73K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-416- 0.94% |
$23.9K - $26.4K
|
44K
$3.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-422- 1.13% |
$24.3K - $26.8K
|
36.9K
$2.65M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-422- 4.42% |
$24.3K - $26.8K
|
9.12K
$655K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-440- 9.48% |
$25.3K - $27.9K
|
4.2K
$302K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-442- 8.58% |
$25.4K - $28K
|
4.71K
$338K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-455- 3.33% |
$26.2K - $28.8K
|
13.2K
$950K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-484- 6.73% |
$27.8K - $30.7K
|
6.7K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-494- 6.14% |
$28.4K - $31.3K
|
7.55K
$542K
|
|
|
Jan 18, 2024
Q4 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-497- 1.2% |
$28.6K - $31.5K
|
41K
$2.95M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-498- 9.47% |
$28.6K - $31.6K
|
4.76K
$342K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-500- 2.42% |
$28.7K - $31.7K
|
20.1K
$1.45M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-514- 1.72% |
$29.5K - $32.6K
|
29.3K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-514- 23.01% |
$29.5K - $32.6K
|
1.72K
$124K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-515- 3.96% |
$29.6K - $32.7K
|
12.5K
$898K
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
SELL
|
- |
-515- 13.42% |
$29.6K - $32.7K
|
3.32K
$239K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-519- 9.91% |
$29.8K - $32.9K
|
4.72K
$339K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-520- 3.83% |
$29.9K - $33K
|
13.1K
$939K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-522- 11.53% |
$30K - $33.1K
|
4.01K
$288K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-546- 30.13% |
$31.4K - $34.6K
|
1.27K
$91K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-548- 14.08% |
$31.5K - $34.7K
|
3.34K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-555- 3.38% |
$31.9K - $35.2K
|
15.9K
$1.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-573- 1.87% |
$32.9K - $36.3K
|
30.1K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-590- 2.16% |
$33.9K - $37.4K
|
26.7K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-590- 3.4% |
$33.9K - $37.4K
|
16.8K
$1.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-604- 0.17% |
$34.7K - $38.3K
|
354K
$25.4M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-610- 0.45% |
$35.1K - $38.7K
|
136K
$9.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-637- 5.4% |
$36.6K - $40.4K
|
11.2K
$802K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-649- 4.93% |
$37.3K - $41.1K
|
12.5K
$900K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-657- 12.36% |
$37.8K - $41.7K
|
4.66K
$335K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-661- 1.77% |
$38K - $41.9K
|
36.7K
$2.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-683- 10.41% |
$39.3K - $43.3K
|
5.88K
$423K
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-705- 3.77% |
$40.5K - $44.7K
|
18K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-717- 11.19% |
$41.2K - $45.5K
|
5.69K
$409K
|