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 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
471+ 6.43% |
$32.8K - $35.3K
|
7.8K
$561K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
423+ 9.43% |
$29.4K - $31.7K
|
4.91K
$353K
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
BUY
|
- |
415+ 1.18% |
$28.9K - $31.1K
|
35.6K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
378New |
$26.3K - $28.3K
|
378
$27.2K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
363+ 1.62% |
$25.3K - $27.2K
|
22.7K
$1.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
329New |
$22.9K - $24.6K
|
329
$23.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
276+ 4.47% |
$19.2K - $20.7K
|
6.45K
$464K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
273+ 1.03% |
$19K - $20.4K
|
26.7K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
262+ 2.02% |
$18.2K - $19.6K
|
13.2K
$950K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
251+ 1.96% |
$17.5K - $18.8K
|
13.1K
$941K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
250+ 2.0% |
$17.4K - $18.7K
|
12.8K
$917K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
244+ 0.89% |
$17K - $18.3K
|
27.8K
$2M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
239New |
$16.6K - $17.9K
|
239
$17.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
235New |
$16.4K - $17.6K
|
235
$16.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
200+ 1.84% |
$13.9K - $15K
|
11.1K
$795K
|
|
|
Jan 16, 2025
Q4 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
200+ 28.57% |
$13.9K - $15K
|
900
$64.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
178+ 0.55% |
$12.4K - $13.3K
|
32.8K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
166+ 162.75% |
$11.6K - $12.4K
|
268
$19.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
154New |
$10.7K - $11.5K
|
154
$11.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
136+ 4.81% |
$9.46K - $10.2K
|
2.96K
$213K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
126+ 2.41% |
$8.77K - $9.43K
|
5.36K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
100New |
$6.96K - $7.49K
|
100
$7.19K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
98+ 3.52% |
$6.82K - $7.34K
|
2.88K
$207K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
78+ 0.07% |
$5.43K - $5.84K
|
107K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
75+ 2.29% |
$5.22K - $5.62K
|
3.35K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
70+ 1.84% |
$4.87K - $5.24K
|
3.87K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
68+ 2.22% |
$4.73K - $5.09K
|
3.13K
$225K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
66+ 11.36% |
$4.59K - $4.94K
|
647
$46.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
50+ 1.16% |
$3.48K - $3.74K
|
4.35K
$313K
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
45+ 0.85% |
$3.13K - $3.37K
|
5.32K
$383K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
37+ 0.32% |
$2.57K - $2.77K
|
11.5K
$830K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
35+ 0.44% |
$2.44K - $2.62K
|
7.94K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29+ 0.42% |
$2.02K - $2.17K
|
6.96K
$500K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
28+ 0.36% |
$1.95K - $2.1K
|
7.73K
$555K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
28+ 0.43% |
$1.95K - $2.1K
|
6.52K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
27+ 0.14% |
$1.88K - $2.02K
|
18.7K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
23+ 0.93% |
$1.6K - $1.72K
|
2.5K
$180K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
19+ 0.19% |
$1.32K - $1.42K
|
9.82K
$706K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
18New |
$1.25K - $1.35K
|
18
$1.29K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
17+ 0.4% |
$1.18K - $1.27K
|
4.26K
$306K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
15+ 0.35% |
$1.04K - $1.12K
|
4.31K
$310K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
15+ 0.44% |
$1.04K - $1.12K
|
3.44K
$247K
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
13+ 0.26% |
$905 - $973
|
4.96K
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
12+ 0.09% |
$835 - $898
|
13.6K
$980K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11+ 0.1% |
$765 - $824
|
11.3K
$815K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
11+ 0.17% |
$765 - $824
|
6.35K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
10+ 1.59% |
$696 - $749
|
639
$45.9K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.43% |
$626 - $674
|
2.1K
$151K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7+ 0.11% |
$487 - $524
|
6.25K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$487 - $524
|
5.49K
$395K
|