Purchases and Sales Made in Q1 2022 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 2022. 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 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
2.89K+ 50.0% |
$180K - $196K
|
8.66K
$623K
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
2.81K+ 1.68% |
$175K - $191K
|
170K
$12.3M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.74K+ 0.35% |
$170K - $186K
|
785K
$56.5M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.65K+ 6.79% |
$165K - $180K
|
41.7K
$3M
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
2.64K+ 11.97% |
$164K - $179K
|
24.7K
$1.78M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.63K+ 11.17% |
$163K - $179K
|
26.1K
$1.88M
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$162K - $177K
|
2.6K
$187K
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.56K+ 6.88% |
$160K - $174K
|
39.8K
$2.87M
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
2.48K+ 6.31% |
$155K - $169K
|
41.8K
$3.01M
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
2.4K+ 47.57% |
$149K - $163K
|
7.45K
$536K
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
2.26K+ 12.9% |
$140K - $153K
|
19.8K
$1.42M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2.23KNew |
$139K - $152K
|
2.23K
$161K
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.2K+ 1.59% |
$137K - $150K
|
140K
$10.1M
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
2.07K+ 5.61% |
$129K - $140K
|
38.9K
$2.8M
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.02K+ 2.66% |
$126K - $137K
|
77.9K
$5.61M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.96K+ 0.54% |
$122K - $133K
|
365K
$26.3M
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.89KNew |
$118K - $129K
|
1.89K
$136K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.83K+ 0.11% |
$114K - $124K
|
1.73M
$125M
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.83K+ 43.3% |
$114K - $124K
|
6.06K
$436K
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.82K+ 0.78% |
$113K - $124K
|
235K
$16.9M
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.8K+ 32.83% |
$112K - $122K
|
7.26K
$523K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.77K+ 379.44% |
$110K - $121K
|
2.24K
$161K
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
1.75KNew |
$109K - $119K
|
1.75K
$126K
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
1.73K+ 3.21% |
$108K - $118K
|
55.6K
$4M
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
1.56K+ 1.34% |
$97K - $106K
|
118K
$8.49M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.55K+ 6.09% |
$96.4K - $105K
|
27K
$1.94M
|
|
Apr 26, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.53K+ 22.57% |
$95.3K - $104K
|
8.32K
$599K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.53K+ 30.37% |
$95K - $104K
|
6.56K
$472K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.52K+ 31.37% |
$94.7K - $103K
|
6.37K
$459K
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.42K+ 10.22% |
$88.1K - $96.3K
|
15.3K
$1.1M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.41K+ 13.1% |
$87.9K - $96.1K
|
12.2K
$878K
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.33KNew |
$82.5K - $90.1K
|
1.33K
$95.4K
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.28KNew |
$79.8K - $87.3K
|
1.28K
$92.4K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.28K+ 31.54% |
$79.3K - $86.7K
|
5.32K
$383K
|
|
May 16, 2022
Q1 2022
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 21.18% |
$79.1K - $86.4K
|
7.27K
$523K
|
|
May 06, 2022
Q1 2022
|
Kaizen Financial Strategies
|
BUY
|
- |
1.2K+ 37.5% |
$74.7K - $81.6K
|
4.4K
$317K
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.13K+ 28.15% |
$70.1K - $76.6K
|
5.13K
$369K
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
1.02K+ 133.07% |
$63.6K - $69.5K
|
1.79K
$129K
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
1.01K+ 336.67% |
$62.9K - $68.7K
|
1.31K
$94.3K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1K+ 26.03% |
$62.2K - $68K
|
4.84K
$349K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
965+ 0.77% |
$60.1K - $65.6K
|
126K
$9.07M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
953+ 1.54% |
$59.3K - $64.8K
|
62.7K
$4.51M
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
934+ 24.7% |
$58.1K - $63.5K
|
4.72K
$340K
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
911+ 3.45% |
$56.7K - $62K
|
27.3K
$1.97M
|
|
Apr 25, 2022
Q1 2022
|
Wealth Cmt
|
BUY
|
- |
875+ 28.83% |
$54.5K - $59.5K
|
3.91K
$281K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
866+ 433.0% |
$53.9K - $58.9K
|
1.07K
$76.7K
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
847+ 0.83% |
$52.7K - $57.6K
|
102K
$7.37M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
829New |
$51.6K - $56.4K
|
829
$59.7K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
824+ 16.97% |
$51.3K - $56K
|
5.68K
$409K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
803+ 4.29% |
$50K - $54.6K
|
19.5K
$1.4M
|