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 17, 2021
Q1 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.09K+ 9.9% |
$58.7K - $64K
|
12.1K
$785K
|
|
May 17, 2021
Q1 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.05K+ 16.71% |
$56.5K - $61.6K
|
7.32K
$475K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.03K+ 1.94% |
$55.6K - $60.6K
|
54.1K
$3.52M
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1KNew |
$53.9K - $58.7K
|
1K
$65K
|
|
May 17, 2021
Q1 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
850+ 1.56% |
$45.8K - $49.9K
|
55.4K
$3.6M
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
810+ 7.67% |
$43.7K - $47.6K
|
11.4K
$739K
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
693+ 18.58% |
$37.4K - $40.7K
|
4.42K
$287K
|
|
Apr 14, 2021
Q1 2021
|
Tsfg, LLC
|
BUY
|
- |
688+ 51.73% |
$37.1K - $40.4K
|
2.02K
$131K
|
|
May 17, 2021
Q1 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
677+ 2.91% |
$36.5K - $39.8K
|
23.9K
$1.55M
|
|
Apr 22, 2021
Q1 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
674+ 9.91% |
$36.3K - $39.6K
|
7.47K
$485K
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
664+ 2.51% |
$35.8K - $39K
|
27.1K
$1.76M
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
660New |
$35.6K - $38.8K
|
660
$42.9K
|
|
May 18, 2021
Q1 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
660+ 3.43% |
$35.6K - $38.8K
|
19.9K
$1.29M
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
660New |
$35.6K - $38.8K
|
660
$42.9K
|
|
May 10, 2021
Q1 2021
|
Corundum Group, Inc.
|
BUY
|
- |
656+ 3.25% |
$35.4K - $38.5K
|
20.8K
$1.35M
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
632+ 3.82% |
$34.1K - $37.1K
|
17.2K
$1.12M
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
628+ 129.22% |
$33.9K - $36.9K
|
1.11K
$72.4K
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
582+ 3.28% |
$31.4K - $34.2K
|
18.3K
$1.19M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
543+ 4.44% |
$29.3K - $31.9K
|
12.8K
$829K
|
|
May 13, 2021
Q1 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
531+ 12.15% |
$28.6K - $31.2K
|
4.9K
$318K
|
|
May 13, 2021
Q1 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
520New |
$28K - $30.5K
|
520
$33.8K
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
487+ 0.44% |
$26.3K - $28.6K
|
111K
$7.23M
|
|
Apr 22, 2021
Q1 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
455+ 6.98% |
$24.5K - $26.7K
|
6.97K
$453K
|
|
May 17, 2021
Q1 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
437+ 1.06% |
$23.6K - $25.7K
|
41.8K
$2.72M
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
416+ 2.68% |
$22.4K - $24.4K
|
15.9K
$1.03M
|
|
May 17, 2021
Q1 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
316+ 0.84% |
$17K - $18.6K
|
37.8K
$2.45M
|
|
May 10, 2021
Q1 2021
|
West Coast Financial LLC
|
BUY
|
- |
296+ 7.78% |
$16K - $17.4K
|
4.1K
$266K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
250+ 37.59% |
$13.5K - $14.7K
|
915
$59.4K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
240+ 11.12% |
$12.9K - $14.1K
|
2.4K
$156K
|
|
May 10, 2021
Q1 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
220+ 3.71% |
$11.9K - $12.9K
|
6.15K
$399K
|
|
May 06, 2021
Q1 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
208+ 0.56% |
$11.2K - $12.2K
|
37.1K
$2.41M
|
|
Apr 20, 2021
Q1 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
136New |
$7.33K - $7.99K
|
136
$8.83K
|
|
May 14, 2021
Q1 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
100+ 1.33% |
$5.39K - $5.87K
|
7.61K
$494K
|
|
May 03, 2021
Q1 2021
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
100+ 0.49% |
$5.39K - $5.87K
|
20.4K
$1.32M
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
76+ 6.71% |
$4.1K - $4.46K
|
1.21K
$78.5K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
75New |
$4.04K - $4.41K
|
75
$4.87K
|
|
Apr 30, 2021
Q1 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
61+ 1.35% |
$3.29K - $3.58K
|
4.57K
$297K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
51+ 0.75% |
$2.75K - $3K
|
6.86K
$446K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
38+ 0.42% |
$2.05K - $2.23K
|
9.04K
$587K
|
|
Apr 20, 2021
Q1 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
37+ 0.42% |
$2K - $2.17K
|
8.82K
$573K
|
|
Apr 26, 2021
Q1 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
35+ 0.43% |
$1.89K - $2.06K
|
8.24K
$535K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
34+ 11.93% |
$1.83K - $2K
|
319
$20.7K
|
|
May 14, 2021
Q1 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
34+ 0.27% |
$1.83K - $2K
|
12.4K
$808K
|
|
May 14, 2021
Q1 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
33+ 0.64% |
$1.78K - $1.94K
|
5.21K
$338K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
28+ 0.73% |
$1.51K - $1.64K
|
3.88K
$252K
|
|
Apr 29, 2021
Q1 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
20+ 3.27% |
$1.08K - $1.17K
|
631
$41K
|
|
Apr 27, 2021
Q1 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
16+ 0.16% |
$863 - $940
|
10.3K
$668K
|
|
May 12, 2021
Q1 2021
|
Burleson & Company, LLC
|
BUY
|
- |
9New |
$485 - $529
|
9
$585
|
|
Apr 14, 2021
Q1 2021
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.41% |
$431 - $470
|
1.94K
$126K
|
|
Apr 28, 2021
Q1 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.39% |
$324 - $352
|
1.54K
$100K
|