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 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-1.78K- 27.92% |
$95.7K - $104K
|
4.58K
$298K
|
|
Apr 19, 2021
Q1 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.82K- 1.71% |
$97.9K - $107K
|
104K
$6.77M
|
|
Apr 20, 2021
Q1 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-1.86K- 30.43% |
$100K - $109K
|
4.25K
$276K
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.89K- 22.33% |
$102K - $111K
|
6.58K
$428K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.92K- 9.11% |
$103K - $113K
|
19.1K
$1.24M
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.95K- 8.27% |
$105K - $115K
|
21.7K
$1.41M
|
|
Apr 23, 2021
Q1 2021
|
Divergent Planning, LLC
|
SELL
|
- |
-1.96K- 29.45% |
$106K - $115K
|
4.71K
$306K
|
|
Apr 19, 2021
Q1 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2K- 28.57% |
$108K - $117K
|
5K
$325K
|
|
May 06, 2021
Q1 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.04K- 3.48% |
$110K - $120K
|
56.6K
$3.67M
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.06KClosed |
$111K - $121K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.1K- 37.68% |
$113K - $123K
|
3.47K
$225K
|
|
May 10, 2021
Q1 2021
|
New Square Capital LLC
|
SELL
|
- |
-2.17K- 0.41% |
$117K - $128K
|
524K
$34M
|
|
Apr 19, 2021
Q1 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.19K- 7.46% |
$118K - $129K
|
27.2K
$1.77M
|
|
May 11, 2021
Q1 2021
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-2.32K- 10.5% |
$125K - $136K
|
19.8K
$1.29M
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.33K- 36.78% |
$125K - $137K
|
4K
$260K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.39K- 4.76% |
$129K - $140K
|
47.7K
$3.1M
|
|
Apr 23, 2021
Q1 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.4K- 17.56% |
$129K - $141K
|
11.2K
$730K
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.49K- 18.81% |
$134K - $146K
|
10.8K
$698K
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-2.56KClosed |
$138K - $150K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.57KClosed |
$139K - $151K
|
0
$0
|
|
Apr 13, 2021
Q1 2021
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.57K- 4.91% |
$139K - $151K
|
49.9K
$3.24M
|
|
Apr 12, 2021
Q1 2021
|
Kwmg, LLC
|
SELL
|
- |
-2.58K- 4.93% |
$139K - $152K
|
49.8K
$3.23M
|
|
May 14, 2021
Q1 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.6K- 5.79% |
$140K - $152K
|
42.3K
$2.74M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-2.71K- 7.42% |
$146K - $159K
|
33.8K
$2.19M
|
|
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.84K- 12.14% |
$153K - $167K
|
20.5K
$1.33M
|
|
Apr 23, 2021
Q1 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-3.02K- 13.34% |
$163K - $177K
|
19.6K
$1.27M
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.04K- 20.43% |
$164K - $179K
|
11.8K
$769K
|
|
Apr 29, 2021
Q1 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-3.17K- 3.99% |
$171K - $186K
|
76.1K
$4.95M
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-3.22K- 8.16% |
$173K - $189K
|
36.2K
$2.35M
|
|
Apr 27, 2021
Q1 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.28K- 29.52% |
$177K - $193K
|
7.83K
$509K
|
|
May 10, 2021
Q1 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.52K- 9.19% |
$190K - $207K
|
34.8K
$2.26M
|
|
Apr 14, 2021
Q1 2021
|
Moneywise, Inc.
|
SELL
|
- |
-3.57K- 6.04% |
$193K - $210K
|
55.5K
$3.61M
|
|
Apr 26, 2021
Q1 2021
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.63K- 4.43% |
$196K - $213K
|
78.3K
$5.09M
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
SELL
|
- |
-3.75KClosed |
$202K - $220K
|
0
$0
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.86K- 17.61% |
$208K - $227K
|
18K
$1.17M
|
|
May 14, 2021
Q1 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.05KClosed |
$218K - $238K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.15KClosed |
$224K - $244K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-4.17K- 36.87% |
$225K - $245K
|
7.14K
$464K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.26K- 27.18% |
$230K - $250K
|
11.4K
$741K
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-4.37KClosed |
$236K - $257K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4.37K- 21.46% |
$236K - $257K
|
16K
$1.04M
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-4.46K- 16.2% |
$240K - $262K
|
23.1K
$1.5M
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.46KClosed |
$241K - $262K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.53K- 10.26% |
$244K - $266K
|
39.6K
$2.57M
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-4.55K- 22.34% |
$245K - $267K
|
15.8K
$1.03M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.56K- 9.29% |
$246K - $268K
|
44.5K
$2.89M
|
|
May 14, 2021
Q1 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-4.63K- 48.49% |
$250K - $272K
|
4.92K
$320K
|
|
May 10, 2024
Q1 2021
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-4.65KClosed |
$251K - $273K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-4.71K- 22.61% |
$254K - $277K
|
16.1K
$1.05M
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.82KClosed |
$260K - $283K
|
0
$0
|