Purchases and Sales Made in Q1 2021 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 Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Acas, LLC
|
BUY
|
- |
5.98KNew |
$322K - $351K
|
5.98K
$388K
|
|
Apr 27, 2021
Q1 2021
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
5.96K+ 7.7% |
$321K - $350K
|
83.4K
$5.42M
|
|
Apr 28, 2021
Q1 2021
|
Comerica Bank
|
BUY
|
- |
5.76K+ 129.35% |
$310K - $338K
|
10.2K
$663K
|
|
Apr 27, 2021
Q1 2021
|
St. Louis Trust CO
|
BUY
|
- |
5.51KNew |
$297K - $324K
|
5.51K
$358K
|
|
May 14, 2021
Q1 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.5KNew |
$297K - $323K
|
5.5K
$357K
|
|
Apr 19, 2021
Q1 2021
|
Moseley Investment Management Inc
|
BUY
|
- |
5.49KNew |
$296K - $322K
|
5.49K
$356K
|
|
Apr 20, 2021
Q1 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$287K - $312K
|
5.31K
$345K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.25KNew |
$283K - $309K
|
5.25K
$341K
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.09KNew |
$275K - $299K
|
5.09K
$331K
|
|
Aug 25, 2023
Q1 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
4.81KNew |
$259K - $283K
|
4.81K
$312K
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.69KNew |
$253K - $276K
|
4.69K
$305K
|
|
May 05, 2021
Q1 2021
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
4.43KNew |
$239K - $260K
|
4.43K
$288K
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.37KNew |
$235K - $256K
|
4.37K
$284K
|
|
Apr 14, 2021
Q1 2021
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.34KNew |
$234K - $255K
|
4.34K
$282K
|
|
May 20, 2021
Q1 2021
|
Trinity Wealth Management, LLC
|
BUY
|
- |
4.26K+ 20.13% |
$230K - $250K
|
25.4K
$1.65M
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
- |
4.16KNew |
$224K - $244K
|
4.16K
$270K
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.13K+ 60.68% |
$223K - $243K
|
10.9K
$710K
|
|
May 14, 2021
Q1 2021
|
Xml Financial, LLC
|
BUY
|
- |
4.08K+ 6.68% |
$220K - $240K
|
65.2K
$4.23M
|
|
Apr 23, 2021
Q1 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
4.04KNew |
$218K - $237K
|
4.04K
$262K
|
|
May 12, 2022
Q1 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.88KNew |
$209K - $228K
|
3.88K
$252K
|
|
May 14, 2021
Q1 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
3.7KNew |
$200K - $217K
|
3.7K
$240K
|
|
May 07, 2021
Q1 2021
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
3.58KNew |
$193K - $210K
|
3.58K
$232K
|
|
Apr 15, 2021
Q1 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.55K+ 18.44% |
$191K - $208K
|
22.8K
$1.48M
|
|
Apr 08, 2021
Q1 2021
|
Nbt Bank N A
|
BUY
|
- |
3.49KNew |
$188K - $205K
|
3.49K
$227K
|
|
Apr 26, 2021
Q1 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.48K+ 3.8% |
$187K - $204K
|
94.9K
$6.16M
|
|
May 14, 2021
Q1 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
3.43K+ 6.94% |
$185K - $201K
|
52.9K
$3.43M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.95K+ 4.7% |
$159K - $173K
|
65.8K
$4.27M
|
|
Apr 19, 2021
Q1 2021
|
Peterson Wealth Management
|
BUY
|
- |
2.9K+ 4.72% |
$157K - $171K
|
64.5K
$4.19M
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.84K+ 8.02% |
$153K - $167K
|
38.3K
$2.49M
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
2.71K+ 8.01% |
$146K - $159K
|
36.5K
$2.37M
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
2.67KNew |
$144K - $157K
|
2.67K
$174K
|
|
May 17, 2021
Q1 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.59K+ 60.33% |
$139K - $152K
|
6.87K
$446K
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.55K+ 11.05% |
$138K - $150K
|
25.6K
$1.67M
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.5KNew |
$135K - $147K
|
2.5K
$162K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.41KNew |
$130K - $141K
|
2.41K
$156K
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.19K+ 33.99% |
$118K - $129K
|
8.65K
$561K
|
|
Apr 15, 2021
Q1 2021
|
Detalus Advisors, LLC
|
BUY
|
- |
2.19K+ 2.14% |
$118K - $128K
|
104K
$6.77M
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.83K+ 5.06% |
$98.8K - $108K
|
38K
$2.47M
|
|
May 10, 2021
Q1 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.63K+ 1.8% |
$88K - $95.9K
|
92.2K
$5.99M
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.54K+ 252.46% |
$83K - $90.5K
|
2.15K
$140K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.47K+ 1.88% |
$79.5K - $86.6K
|
80K
$5.2M
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.47K+ 12233.33% |
$79.2K - $86.2K
|
1.48K
$96.1K
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.45K+ 16.06% |
$78.3K - $85.3K
|
10.5K
$682K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
1.41K+ 33.22% |
$76.1K - $82.9K
|
5.66K
$368K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.41K+ 123.25% |
$76K - $82.8K
|
2.55K
$166K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.36K+ 5.81% |
$73.4K - $79.9K
|
24.8K
$1.61M
|
|
May 05, 2021
Q1 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1.3K+ 906.99% |
$69.9K - $76.2K
|
1.44K
$93.5K
|
|
Apr 15, 2021
Q1 2021
|
G&S Capital LLC
|
BUY
|
- |
1.22K+ 1.97% |
$65.9K - $71.8K
|
63.3K
$4.11M
|
|
Apr 12, 2021
Q1 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 5.85% |
$65.1K - $71K
|
21.9K
$1.42M
|
|
Apr 29, 2021
Q1 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.13K+ 3.83% |
$60.9K - $66.4K
|
30.6K
$1.99M
|