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
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-630- 20.65% |
$43.8K - $47.2K
|
2.42K
$174K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 7.38% |
$43.8K - $47.2K
|
7.91K
$568K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-714- 19.18% |
$49.7K - $53.5K
|
3.01K
$216K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-722- 6.84% |
$50.2K - $54.1K
|
9.84K
$707K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-746- 7.29% |
$51.9K - $55.9K
|
9.49K
$682K
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-812- 4.74% |
$56.5K - $60.8K
|
16.3K
$1.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-862- 1.19% |
$60K - $64.5K
|
71.5K
$5.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-941- 5.65% |
$65.5K - $70.5K
|
15.7K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-956- 48.65% |
$66.5K - $71.6K
|
1.01K
$72.5K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-989- 1.01% |
$68.8K - $74K
|
97K
$6.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 4.57% |
$72.2K - $77.6K
|
21.7K
$1.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.09K- 23.41% |
$76.1K - $81.8K
|
3.58K
$257K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.14K- 1.24% |
$79.3K - $85.4K
|
91.1K
$6.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.14K- 1.78% |
$79.5K - $85.5K
|
63K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 25.84% |
$79.5K - $85.5K
|
3.28K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.15K- 22.21% |
$80.2K - $86.3K
|
4.03K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.16K- 15.84% |
$81K - $87.1K
|
6.19K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-1.21K- 3.14% |
$84.1K - $90.5K
|
37.3K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.23K- 2.11% |
$85.6K - $92.1K
|
57.2K
$4.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.25K- 2.0% |
$86.9K - $93.5K
|
61.2K
$4.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.29K- 7.39% |
$89.7K - $96.5K
|
16.1K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.32K- 11.78% |
$92K - $99K
|
9.9K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.34K- 1.53% |
$93K - $100K
|
86.2K
$6.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.34K- 2.56% |
$93.4K - $100K
|
51.1K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.39K- 0.91% |
$97K - $104K
|
152K
$10.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.52K- 7.04% |
$105K - $113K
|
20K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.55K- 15.88% |
$108K - $116K
|
8.23K
$591K
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.58K- 11.5% |
$110K - $118K
|
12.2K
$875K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.69K- 34.2% |
$117K - $126K
|
3.25K
$233K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.72K- 37.29% |
$119K - $129K
|
2.89K
$208K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.72K- 32.42% |
$120K - $129K
|
3.59K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-1.81K- 29.49% |
$126K - $136K
|
4.34K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-1.92K- 21.9% |
$134K - $144K
|
6.85K
$492K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.99K- 6.14% |
$138K - $149K
|
30.4K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.06K- 7.2% |
$143K - $154K
|
26.6K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-2.11K- 1.99% |
$147K - $158K
|
104K
$7.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-2.22K- 14.81% |
$154K - $166K
|
12.8K
$917K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.28K- 15.25% |
$159K - $171K
|
12.7K
$912K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.41K- 1.11% |
$167K - $180K
|
214K
$15.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.57K- 2.47% |
$178K - $192K
|
101K
$7.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-2.57K- 27.52% |
$179K - $192K
|
6.76K
$486K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.61K- 1.54% |
$182K - $196K
|
167K
$12M
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-2.64K- 10.04% |
$184K - $198K
|
23.7K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.8K- 44.79% |
$195K - $209K
|
3.45K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3K- 20.77% |
$209K - $225K
|
11.4K
$823K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.35K- 4.51% |
$233K - $251K
|
70.9K
$5.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-3.41K- 49.21% |
$238K - $256K
|
3.52K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-3.44K- 7.58% |
$239K - $257K
|
41.9K
$3.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3.5K- 50.0% |
$244K - $262K
|
3.5K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.5K- 1.8% |
$244K - $262K
|
191K
$13.7M
|