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 |
---|---|---|---|---|---|---|---|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-749- 43.85% |
$40.4K - $44K
|
959
$62.3K
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-760Closed |
$41K - $44.6K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-768- 6.87% |
$41.4K - $45.1K
|
10.4K
$676K
|
|
Apr 12, 2021
Q1 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-854- 6.72% |
$46K - $50.2K
|
11.9K
$770K
|
|
May 12, 2021
Q1 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-869- 3.26% |
$46.9K - $51K
|
25.8K
$1.67M
|
|
Apr 06, 2021
Q1 2021
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-896- 2.2% |
$48.3K - $52.6K
|
39.9K
$2.59M
|
|
May 10, 2021
Q1 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-900Closed |
$48.5K - $52.9K
|
0
$0
|
|
Jan 08, 2024
Q1 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900- 18.98% |
$48.5K - $52.9K
|
3.84K
$250K
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-907- 90.7% |
$48.9K - $53.3K
|
93
$6.04K
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-946- 2.44% |
$51K - $55.6K
|
37.8K
$2.46M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-946- 3.18% |
$51K - $55.6K
|
28.8K
$1.87M
|
|
May 14, 2021
Q1 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.01K- 2.22% |
$54.3K - $59.2K
|
44.3K
$2.88M
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.03K- 6.56% |
$55.5K - $60.5K
|
14.7K
$952K
|
|
May 10, 2021
Q1 2021
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 1.57% |
$56K - $61K
|
65.3K
$4.24M
|
|
May 12, 2021
Q1 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 7.02% |
$56.3K - $61.4K
|
13.8K
$899K
|
|
Apr 28, 2021
Q1 2021
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.06K- 3.88% |
$57.1K - $62.2K
|
26.2K
$1.7M
|
|
May 03, 2021
Q1 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.07K- 3.62% |
$57.7K - $62.9K
|
28.5K
$1.85M
|
|
May 18, 2021
Q1 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.08K- 5.97% |
$58.2K - $63.4K
|
17K
$1.1M
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 1.32% |
$58.4K - $63.6K
|
80.7K
$5.24M
|
|
May 17, 2021
Q1 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.09K- 2.83% |
$58.9K - $64.2K
|
37.5K
$2.44M
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.12K- 3.03% |
$60.1K - $65.5K
|
35.7K
$2.32M
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.13K- 17.21% |
$60.9K - $66.4K
|
5.44K
$353K
|
|
Apr 08, 2021
Q1 2021
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.14K- 2.53% |
$61.6K - $67.1K
|
44K
$2.86M
|
|
Apr 13, 2021
Q1 2021
|
West Oak Capital, LLC
|
SELL
|
- |
-1.15K- 69.7% |
$62K - $67.6K
|
500
$32.5K
|
|
Apr 28, 2021
Q1 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-1.23K- 1.38% |
$66.3K - $72.2K
|
87.6K
$5.69M
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.24K- 8.37% |
$66.8K - $72.7K
|
13.5K
$880K
|
|
May 05, 2021
Q1 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.29K- 25.64% |
$69.4K - $75.6K
|
3.73K
$242K
|
|
May 13, 2021
Q1 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.29K- 5.06% |
$69.7K - $76K
|
24.2K
$1.57M
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-1.33KClosed |
$71.8K - $78.2K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-1.34K- 20.23% |
$72.4K - $78.9K
|
5.3K
$344K
|
|
Apr 14, 2021
Q1 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.36KClosed |
$73.1K - $79.6K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1.37KClosed |
$74.1K - $80.7K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1.38K- 36.58% |
$74.4K - $81.1K
|
2.39K
$155K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.4K- 9.82% |
$75.2K - $81.9K
|
12.8K
$832K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.4K- 3.57% |
$75.3K - $82K
|
37.7K
$2.45M
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.46K- 4.18% |
$78.5K - $85.5K
|
33.3K
$2.16M
|
|
Jul 28, 2022
Q1 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-1.46K- 2.64% |
$78.7K - $85.8K
|
53.8K
$3.5M
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.5K- 64.05% |
$80.6K - $87.8K
|
839
$54.5K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.54KClosed |
$82.8K - $90.2K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.55K- 10.69% |
$83.6K - $91K
|
13K
$841K
|
|
Apr 22, 2021
Q1 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.55K- 1.69% |
$83.7K - $91.2K
|
90.1K
$5.85M
|
|
Apr 14, 2021
Q1 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.55K- 25.23% |
$83.7K - $91.2K
|
4.6K
$299K
|
|
May 10, 2021
Q1 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.56K- 1.79% |
$83.8K - $91.3K
|
85.4K
$5.54M
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.58KClosed |
$85.2K - $92.8K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.64K- 9.82% |
$88.6K - $96.6K
|
15.1K
$980K
|
|
May 28, 2021
Q1 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-1.65K- 11.46% |
$89K - $96.9K
|
12.8K
$828K
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.66K- 3.62% |
$89.3K - $97.3K
|
44.1K
$2.86M
|
|
Apr 20, 2021
Q1 2021
|
Aries Wealth Management
|
SELL
|
- |
-1.66K- 17.94% |
$89.7K - $97.7K
|
7.61K
$494K
|
|
May 10, 2021
Q1 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.73K- 5.48% |
$93.3K - $102K
|
29.9K
$1.94M
|
|
Apr 29, 2021
Q1 2021
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.73KClosed |
$93.3K - $102K
|
0
$0
|