Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Enha (SPVU)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Enha (SPVU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-397- 37.81% |
$19.3K - $21.5K
|
653
$34.2K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
630+ 5.39% |
$30.6K - $34.1K
|
12.3K
$645K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-578- 0.98% |
$28.1K - $31.3K
|
58.3K
$3.05M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.9K- 9.16% |
$771K - $858K
|
157K
$8.23M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
182New |
$8.85K - $9.85K
|
182
$9.53K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36- 1.41% |
$1.75K - $1.95K
|
2.53K
$132K
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
54+ 0.34% |
$2.63K - $2.92K
|
15.9K
$835K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.11K+ 140.97% |
$53.9K - $60K
|
1.89K
$99.2K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$410K - $456K
|
8.43K
$441K
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-293- 5.69% |
$14.3K - $15.9K
|
4.86K
$254K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
11New |
$535 - $595
|
11
$576
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2+ 0.0% |
$97.3 - $108
|
97.4K
$5.1M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
18+ 0.7% |
$876 - $974
|
2.58K
$135K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.09KNew |
$199K - $222K
|
4.09K
$214K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-644- 4.66% |
$31.3K - $34.9K
|
13.2K
$690K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$48.7 - $54.1
|
0
$0
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.3K+ 13.98% |
$1.28M - $1.42M
|
215K
$11.2M
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-804- 2.52% |
$39.1K - $43.5K
|
31.1K
$1.63M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
186+ 2.91% |
$9.05K - $10.1K
|
6.59K
$345K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.57% |
$487 - $541
|
1.76K
$92.1K
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1+ 0.01% |
$48.7 - $54.1
|
10.6K
$554K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-178- 5.39% |
$8.66K - $9.63K
|
3.13K
$164K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.5KNew |
$73.1K - $81.3K
|
1.5K
$78.7K
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
211New |
$10.3K - $11.4K
|
211
$11.1K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
43+ 0.9% |
$2.09K - $2.33K
|
4.8K
$252K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-228- 2.3% |
$11.1K - $12.3K
|
9.69K
$507K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
421+ 6.83% |
$20.5K - $22.8K
|
6.59K
$345K
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-296- 3.49% |
$14.4K - $16K
|
8.19K
$429K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
133New |
$6.47K - $7.2K
|
133
$6.97K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-244- 6.85% |
$11.9K - $13.2K
|
3.32K
$174K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13K+ 7.54% |
$633K - $704K
|
186K
$9.72M
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-800- 0.48% |
$38.9K - $43.3K
|
167K
$8.75M
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
5.95K+ 800.27% |
$289K - $322K
|
6.69K
$350K
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
6.22K+ 54.75% |
$302K - $336K
|
17.6K
$920K
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
38+ 0.48% |
$1.85K - $2.06K
|
7.95K
$417K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.19KNew |
$428K - $464K
|
9.19K
$481K
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-7.71K- 51.93% |
$359K - $389K
|
7.14K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-534- 8.29% |
$24.9K - $27K
|
5.91K
$309K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.08K+ 14.27% |
$50.5K - $54.7K
|
8.68K
$454K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-333- 70.7% |
$15.5K - $16.8K
|
138
$7.23K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-663- 68.49% |
$30.9K - $33.5K
|
305
$16K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
49New |
$2.28K - $2.47K
|
49
$2.57K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.75K- 45.44% |
$174K - $189K
|
4.5K
$236K
|
|
Q2 2024 | |||||||
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.88KNew |
$229K - $242K
|
4.88K
$255K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
269+ 89.67% |
$11.6K - $13.4K
|
569
$29.8K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.88KNew |
$339K - $393K
|
7.88K
$413K
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
57.5K+ 245.45% |
$2.48M - $2.87M
|
81K
$4.24M
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
60New |
$2.58K - $2.99K
|
60
$3.14K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-23- 5.03% |
$989 - $1.15K
|
434
$22.7K
|