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 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-449- 2.82% |
$31.2K - $33.6K
|
15.5K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-476- 3.59% |
$33.1K - $35.6K
|
12.8K
$941K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-484- 37.84% |
$33.7K - $36.2K
|
795
$58.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-489- 12.63% |
$34K - $36.6K
|
3.38K
$249K
|
|
|
Feb 27, 2025
Q4 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-490- 3.72% |
$34.1K - $36.7K
|
12.7K
$936K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-493- 5.85% |
$34.3K - $36.9K
|
7.93K
$585K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-494- 2.51% |
$34.4K - $37K
|
19.2K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-494- 17.13% |
$34.4K - $37K
|
2.39K
$176K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-511- 4.48% |
$35.6K - $38.3K
|
10.9K
$804K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-521- 3.59% |
$36.3K - $39K
|
14K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-525- 1.7% |
$36.5K - $39.3K
|
30.3K
$2.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-525- 2.58% |
$36.5K - $39.3K
|
19.9K
$1.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-530- 6.16% |
$36.9K - $39.7K
|
8.08K
$595K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-548- 2.9% |
$38.1K - $41K
|
18.4K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-551- 74.46% |
$38.3K - $41.3K
|
189
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-566- 7.56% |
$39.4K - $42.4K
|
6.92K
$510K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-600- 1.03% |
$41.7K - $44.9K
|
57.4K
$4.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-610- 1.97% |
$42.4K - $45.7K
|
30.3K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-625- 2.01% |
$43.5K - $46.8K
|
30.5K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-625- 58.14% |
$43.5K - $46.8K
|
450
$33.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Schaeffer Financial LLC
|
SELL
|
- |
-625- 1.68% |
$43.5K - $46.8K
|
36.6K
$2.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-630- 20.65% |
$43.8K - $47.2K
|
2.42K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-630- 7.38% |
$43.8K - $47.2K
|
7.91K
$583K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-635- 14.81% |
$44.2K - $47.5K
|
3.65K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-646- 3.07% |
$44.9K - $48.4K
|
20.4K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-706- 6.76% |
$49.1K - $52.9K
|
9.74K
$718K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-714- 19.18% |
$49.7K - $53.5K
|
3.01K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-722- 6.84% |
$50.2K - $54.1K
|
9.84K
$725K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-746- 7.29% |
$51.9K - $55.9K
|
9.49K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-764- 3.84% |
$53.2K - $57.2K
|
19.1K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-812- 4.74% |
$56.5K - $60.8K
|
16.3K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-862- 1.19% |
$60K - $64.5K
|
71.5K
$5.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-873- 8.26% |
$60.7K - $65.4K
|
9.7K
$715K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-941- 5.65% |
$65.5K - $70.5K
|
15.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-942- 2.68% |
$65.5K - $70.5K
|
34.2K
$2.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-948- 4.85% |
$66K - $71K
|
18.6K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-956- 48.65% |
$66.5K - $71.6K
|
1.01K
$74.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-973- 6.59% |
$67.7K - $72.8K
|
13.8K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-989- 1.01% |
$68.8K - $74K
|
97K
$7.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-999- 11.13% |
$69.5K - $74.8K
|
7.97K
$588K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.02K- 2.52% |
$70.9K - $76.3K
|
39.5K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.04K- 4.57% |
$72.2K - $77.6K
|
21.7K
$1.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-1.09K- 23.41% |
$76.1K - $81.8K
|
3.58K
$264K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.11K- 1.94% |
$77K - $82.8K
|
55.9K
$4.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.12K- 2.33% |
$78K - $83.9K
|
47.1K
$3.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.13K- 1.41% |
$78.3K - $84.2K
|
78.7K
$5.8M
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-1.14K- 1.24% |
$79.3K - $85.4K
|
91.1K
$6.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.14K- 1.78% |
$79.5K - $85.5K
|
63K
$4.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.14K- 25.84% |
$79.5K - $85.5K
|
3.28K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-1.15K- 22.21% |
$80.2K - $86.3K
|
4.03K
$297K
|