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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.74KNew |
$260K - $280K
|
3.74K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.44KNew |
$239K - $257K
|
3.44K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
3.39KNew |
$236K - $254K
|
3.39K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3.36KNew |
$234K - $251K
|
3.36K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
3.25KNew |
$226K - $244K
|
3.25K
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.23KNew |
$224K - $242K
|
3.23K
$232K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.2KNew |
$222K - $239K
|
3.2K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
3.19KNew |
$222K - $239K
|
3.19K
$229K
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
3.1KNew |
$216K - $232K
|
3.1K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
BUY
|
- |
3.08K+ 1.61% |
$214K - $231K
|
195K
$14M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.74K+ 14.49% |
$191K - $205K
|
21.6K
$1.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.74K+ 186.12% |
$190K - $205K
|
4.21K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.68K+ 2.65% |
$187K - $201K
|
104K
$7.48M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.66K+ 8.19% |
$185K - $199K
|
35.2K
$2.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 11.21% |
$183K - $197K
|
26K
$1.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.57K+ 2.48% |
$179K - $192K
|
106K
$7.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.34K+ 1.66% |
$163K - $175K
|
143K
$10.3M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.18K+ 39.21% |
$152K - $163K
|
7.75K
$557K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.93K+ 7.01% |
$134K - $144K
|
29.5K
$2.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.76K+ 7.71% |
$122K - $132K
|
24.6K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.62K+ 3.43% |
$113K - $121K
|
48.8K
$3.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.57K+ 5.07% |
$109K - $118K
|
32.5K
$2.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Seamount Financial Group Inc
Colorado Springs, CO |
BUY
|
- |
1.56K+ 8.56% |
$108K - $116K
|
19.7K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.5K+ 0.31% |
$104K - $112K
|
477K
$34.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.45K+ 1.2% |
$101K - $109K
|
122K
$8.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.36K+ 46.52% |
$94.9K - $102K
|
4.3K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Genworth Financial Inc
|
BUY
|
- |
1.33K+ 0.29% |
$92.5K - $99.6K
|
465K
$33.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.29K+ 10.27% |
$89.7K - $96.5K
|
13.8K
$995K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
1.25K+ 21.69% |
$87K - $93.6K
|
7.01K
$504K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
1.22K+ 38.58% |
$85.1K - $91.6K
|
4.39K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.22K+ 3.09% |
$84.9K - $91.3K
|
40.7K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.22K+ 3.34% |
$84.8K - $91.3K
|
37.7K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.17K+ 6.28% |
$81.4K - $87.6K
|
19.8K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.07K+ 36.66% |
$74.5K - $80.1K
|
3.99K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1.01K+ 2.24% |
$70.2K - $75.5K
|
46K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1K+ 0.96% |
$69.6K - $74.9K
|
105K
$7.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
961+ 6.05% |
$66.9K - $72K
|
16.8K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
941+ 5.43% |
$65.5K - $70.5K
|
18.3K
$1.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
924+ 1.71% |
$64.3K - $69.2K
|
55.1K
$3.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
922+ 7.58% |
$64.2K - $69K
|
13.1K
$940K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
894+ 3.71% |
$62.2K - $66.9K
|
25K
$1.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
865+ 3.5% |
$60.2K - $64.8K
|
25.6K
$1.84M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
800+ 13.31% |
$55.7K - $59.9K
|
6.81K
$490K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
775+ 553.57% |
$53.9K - $58K
|
915
$65.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
741+ 0.65% |
$51.6K - $55.5K
|
115K
$8.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
709+ 7.06% |
$49.3K - $53.1K
|
10.8K
$773K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
634New |
$44.1K - $47.5K
|
634
$45.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
579+ 2.09% |
$40.3K - $43.3K
|
28.3K
$2.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
577+ 1.43% |
$40.1K - $43.2K
|
41.1K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
541+ 39.69% |
$37.6K - $40.5K
|
1.9K
$137K
|