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 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.32K- 11.78% |
$92K - $99K
|
9.9K
$706K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 1.53% |
$93K - $100K
|
86.2K
$6.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.34K- 2.56% |
$93.4K - $100K
|
51.1K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.58K- 11.5% |
$110K - $118K
|
12.2K
$869K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.69K- 34.2% |
$117K - $126K
|
3.25K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.72K- 37.29% |
$119K - $129K
|
2.89K
$206K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.72K- 32.42% |
$120K - $129K
|
3.59K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.81K- 29.49% |
$126K - $136K
|
4.34K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.92K- 21.9% |
$134K - $144K
|
6.85K
$489K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.11K- 1.99% |
$147K - $158K
|
104K
$7.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.22K- 14.81% |
$154K - $166K
|
12.8K
$911K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.41K- 1.11% |
$167K - $180K
|
214K
$15.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.57K- 2.47% |
$178K - $192K
|
101K
$7.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.57K- 27.52% |
$179K - $192K
|
6.76K
$482K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 1.54% |
$182K - $196K
|
167K
$11.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.64K- 10.04% |
$184K - $198K
|
23.7K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.8K- 44.79% |
$195K - $209K
|
3.45K
$246K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3K- 20.77% |
$209K - $225K
|
11.4K
$816K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.35K- 4.51% |
$233K - $251K
|
70.9K
$5.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3.5K- 50.0% |
$244K - $262K
|
3.5K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.74K- 4.21% |
$260K - $280K
|
85K
$6.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.65K- 24.9% |
$323K - $348K
|
14K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.22K- 14.85% |
$363K - $391K
|
30K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.4K- 33.55% |
$376K - $405K
|
10.7K
$763K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.69K- 10.34% |
$396K - $426K
|
49.3K
$3.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-5.95K- 1.62% |
$414K - $445K
|
361K
$25.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.01K- 99.9% |
$418K - $450K
|
6
$428
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12.2K- 3.62% |
$847K - $911K
|
324K
$23.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-22K- 3.51% |
$1.53M - $1.65M
|
606K
$43.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.5K- 13.61% |
$1.7M - $1.83M
|
155K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-32.8K- 29.61% |
$2.28M - $2.46M
|
78K
$5.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-53.9K- 39.61% |
$3.75M - $4.04M
|
82.2K
$5.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-134K- 99.51% |
$9.29M - $10M
|
659
$47K
|