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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
17.4K+ 63.9% |
$750K - $869K
|
44.7K
$2.34M
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4New |
$152 - $178
|
4
$209
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$23.3K - $27.4K
|
615
$32.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
445New |
$16.9K - $19.8K
|
445
$23.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-229- 2.21% |
$8.68K - $10.2K
|
10.1K
$530K
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
88.7KNew |
$3.36M - $3.95M
|
88.7K
$4.65M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.44K- 6.02% |
$54.3K - $59.2K
|
22.4K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-111K- 100.0% |
$4.19M - $4.57M
|
2
$105
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.3KNew |
$464K - $506K
|
12.3K
$644K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
325New |
$12.3K - $13.4K
|
325
$17K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-8.98K- 34.05% |
$342K - $401K
|
17.4K
$910K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-925- 4.68% |
$35.2K - $41.4K
|
18.8K
$986K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
44New |
$1.61K - $1.93K
|
44
$2.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
370New |
$13.5K - $16.2K
|
370
$19.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
101+ 272.97% |
$3.69K - $4.43K
|
138
$7.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.93KNew |
$180K - $216K
|
4.93K
$258K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
6.82KNew |
$249K - $299K
|
6.82K
$357K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
915+ 98.18% |
$33.4K - $40.1K
|
1.85K
$96.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.4KNew |
$197K - $237K
|
5.4K
$283K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-80- 12.74% |
$2.92K - $3.51K
|
548
$28.7K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
283New |
$10.2K - $12.4K
|
283
$14.8K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-398- 55.05% |
$14.4K - $17.4K
|
325
$17K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
800New |
$29K - $35.1K
|
800
$41.9K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1+ 0.87% |
$36.2 - $43.8
|
116
$6.07K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-599- 52.82% |
$21.7K - $26.3K
|
535
$28K
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
96New |
$3.74K - $4.43K
|
96
$5.03K
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
356New |
$13.9K - $16.4K
|
356
$18.6K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-111KClosed |
$4.34M - $5.15M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-201Closed |
$7.83K - $9.28K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$392K - $464K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
30.6KNew |
$1.3M - $1.44M
|
30.6K
$1.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-387Closed |
$16.5K - $18.3K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.42KNew |
$298K - $319K
|
7.42K
$388K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-704Closed |
$28.3K - $31.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
SELL
|
- |
-194Closed |
$7.8K - $8.59K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-345- 72.63% |
$11.5K - $14.2K
|
130
$6.81K
|
|
| Q4 2020 | |||||||
|
Jan 28, 2021
Q4 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-47.8KClosed |
$1.28M - $1.63M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-4.44KClosed |
$155K - $160K
|
0
$0
|
|
| Q1 2019 | |||||||
|
Sep 07, 2021
Q1 2019
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300New |
N/A
|
300
$15.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
453New |
N/A
|
453
$23.7K
|
|
|
Nov 09, 2018
Q3 2018
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.22KClosed |
N/A
|
0
$0
|
|