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 |
---|---|---|---|---|---|---|---|
Apr 30, 2021
Q1 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.03% |
$324 - $352
|
22.4K
$1.45M
|
|
May 06, 2021
Q1 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.05% |
$270 - $294
|
10.8K
$699K
|
|
May 13, 2021
Q1 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
5+ 0.06% |
$270 - $294
|
8.5K
$552K
|
|
May 17, 2021
Q1 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
4+ 0.09% |
$216 - $235
|
4.43K
$288K
|
|
May 17, 2021
Q1 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.08% |
$216 - $235
|
4.88K
$317K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.42% |
$162 - $176
|
711
$46.2K
|
|
May 07, 2021
Q1 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2+ 0.36% |
$108 - $117
|
556
$36.1K
|
|
Apr 14, 2021
Q1 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.45% |
$53.9 - $58.7
|
225
$14.6K
|
|
May 04, 2021
Q1 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1+ 0.01% |
$53.9 - $58.7
|
14.8K
$960K
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$53.9 - $58.7
|
10.3K
$672K
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.86% |
$53.9 - $58.7
|
117
$7.6K
|
|
May 03, 2021
Q1 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 1.0% |
$53.9 - $58.7
|
101
$6.56K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.27% |
$53.9 - $58.7
|
373
$24.2K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.34% |
$53.9 - $58.7
|
294
$19.1K
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.03% |
$53.9 - $58.7
|
3.92K
$254K
|
|
May 14, 2021
Q1 2021
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.01% |
$53.9 - $58.7
|
7.5K
$487K
|
|
Apr 30, 2021
Q1 2021
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-3- 0.06% |
$162 - $176
|
5K
$324K
|
|
May 17, 2021
Q1 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-6- 0.11% |
$324 - $352
|
5.41K
$352K
|
|
May 17, 2021
Q1 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-25- 0.44% |
$1.35K - $1.47K
|
5.69K
$370K
|
|
May 06, 2021
Q1 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-40- 0.79% |
$2.16K - $2.35K
|
5.01K
$325K
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-51Closed |
$2.75K - $3K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-55- 55.0% |
$2.97K - $3.23K
|
45
$2.92K
|
|
May 05, 2021
Q1 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-58- 2.23% |
$3.13K - $3.41K
|
2.54K
$165K
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-60- 1.57% |
$3.24K - $3.52K
|
3.77K
$245K
|
|
Apr 21, 2021
Q1 2021
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-64- 0.42% |
$3.45K - $3.76K
|
15.2K
$987K
|
|
May 14, 2021
Q1 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-72- 20.75% |
$3.88K - $4.23K
|
275
$17.9K
|
|
Apr 30, 2021
Q1 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-79- 0.41% |
$4.26K - $4.64K
|
19.2K
$1.24M
|
|
May 10, 2021
Q1 2021
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-80- 1.64% |
$4.31K - $4.7K
|
4.8K
$311K
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-85- 1.68% |
$4.58K - $4.99K
|
4.97K
$322K
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-87- 1.07% |
$4.69K - $5.11K
|
8.01K
$520K
|
|
May 04, 2021
Q1 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-88Closed |
$4.74K - $5.17K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-89- 52.98% |
$4.8K - $5.23K
|
79
$5.13K
|
|
Apr 16, 2021
Q1 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-92- 8.55% |
$4.96K - $5.4K
|
984
$63.9K
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-93- 27.68% |
$5.01K - $5.46K
|
243
$15.8K
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-93- 4.57% |
$5.01K - $5.46K
|
1.94K
$126K
|
|
Apr 19, 2021
Q1 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-104- 2.26% |
$5.61K - $6.11K
|
4.5K
$293K
|
|
May 03, 2021
Q1 2021
|
Sfmg, LLC
|
SELL
|
- |
-109- 1.31% |
$5.88K - $6.4K
|
8.18K
$531K
|
|
May 10, 2021
Q1 2021
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-110- 2.94% |
$5.93K - $6.46K
|
3.63K
$236K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-115- 2.47% |
$6.2K - $6.76K
|
4.55K
$295K
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-120- 2.19% |
$6.47K - $7.05K
|
5.37K
$349K
|
|
May 14, 2021
Q1 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-123- 0.96% |
$6.63K - $7.23K
|
12.7K
$823K
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-144- 0.92% |
$7.76K - $8.46K
|
15.5K
$1.01M
|
|
May 13, 2021
Q1 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-146- 42.82% |
$7.87K - $8.58K
|
195
$12.7K
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-158- 2.1% |
$8.52K - $9.28K
|
7.36K
$478K
|
|
May 11, 2021
Q1 2021
|
Nvwm, LLC
|
SELL
|
- |
-160- 5.56% |
$8.63K - $9.4K
|
2.72K
$177K
|
|
May 24, 2021
Q1 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-161- 0.05% |
$8.68K - $9.46K
|
332K
$21.5M
|
|
May 06, 2021
Q1 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-174- 39.19% |
$9.38K - $10.2K
|
270
$17.5K
|
|
Apr 22, 2021
Q1 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-180- 1.68% |
$9.71K - $10.6K
|
10.6K
$686K
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-200- 1.16% |
$10.8K - $11.7K
|
17K
$1.11M
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-200- 2.67% |
$10.8K - $11.7K
|
7.29K
$474K
|