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 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
784+ 18.18% |
$48.8K - $53.3K
|
5.1K
$367K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
729+ 4.51% |
$45.4K - $49.6K
|
16.9K
$1.22M
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
726+ 6.17% |
$45.2K - $49.4K
|
12.5K
$900K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
725+ 1.29% |
$45.1K - $49.3K
|
57.1K
$4.11M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
698+ 0.84% |
$43.4K - $47.5K
|
84K
$6.05M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
694+ 9.48% |
$43.2K - $47.2K
|
8.02K
$577K
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
616+ 7.75% |
$38.3K - $41.9K
|
8.57K
$617K
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
606+ 4.2% |
$37.7K - $41.2K
|
15K
$1.08M
|
|
Apr 29, 2022
Q1 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 3.17% |
$37.3K - $40.8K
|
19.5K
$1.4M
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
591+ 0.45% |
$36.8K - $40.2K
|
131K
$9.46M
|
|
May 12, 2022
Q1 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
586+ 19.2% |
$36.5K - $39.9K
|
3.64K
$262K
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
583+ 8.74% |
$36.3K - $39.6K
|
7.25K
$522K
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
557+ 16.07% |
$34.7K - $37.9K
|
4.02K
$290K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
530+ 9.75% |
$33K - $36K
|
5.97K
$429K
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
495+ 8.01% |
$30.8K - $33.7K
|
6.68K
$481K
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
450+ 6.19% |
$28K - $30.6K
|
7.72K
$555K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
450+ 4.37% |
$28K - $30.6K
|
10.7K
$773K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
450+ 1.01% |
$28K - $30.6K
|
44.8K
$3.23M
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
443+ 9.21% |
$27.6K - $30.1K
|
5.26K
$378K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
417+ 3.93% |
$25.9K - $28.4K
|
11K
$794K
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
401+ 11.35% |
$25K - $27.3K
|
3.93K
$283K
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
400+ 9.93% |
$24.9K - $27.2K
|
4.43K
$319K
|
|
Apr 11, 2022
Q1 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
385+ 6.02% |
$24K - $26.2K
|
6.78K
$488K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
354New |
$22K - $24.1K
|
354
$25.5K
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
327+ 5.71% |
$20.3K - $22.2K
|
6.06K
$436K
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
309+ 2.24% |
$19.2K - $21K
|
14.1K
$1.02M
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
308+ 2.45% |
$19.2K - $20.9K
|
12.9K
$929K
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
282+ 2.31% |
$17.5K - $19.2K
|
12.5K
$898K
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
275+ 1.36% |
$17.1K - $18.7K
|
20.5K
$1.48M
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
258+ 2.98% |
$16.1K - $17.5K
|
8.92K
$642K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
250+ 5.09% |
$15.6K - $17K
|
5.16K
$372K
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
249+ 1.29% |
$15.5K - $16.9K
|
19.5K
$1.4M
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
236+ 2.63% |
$14.7K - $16.1K
|
9.2K
$662K
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
233+ 0.31% |
$14.5K - $15.8K
|
75.7K
$5.45M
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
230+ 4.17% |
$14.3K - $15.6K
|
5.75K
$414K
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
225+ 0.73% |
$14K - $15.3K
|
31.1K
$2.24M
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
207+ 405.88% |
$12.9K - $14.1K
|
258
$18.6K
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
198+ 1.18% |
$12.3K - $13.5K
|
16.9K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
193+ 3.16% |
$12K - $13.1K
|
6.3K
$453K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
187New |
$11.6K - $12.7K
|
187
$13.5K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
181+ 0.41% |
$11.3K - $12.3K
|
44.1K
$3.17M
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
165+ 2.86% |
$10.3K - $11.2K
|
5.94K
$428K
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
150+ 16.27% |
$9.33K - $10.2K
|
1.07K
$77.2K
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
150+ 1.24% |
$9.33K - $10.2K
|
12.3K
$884K
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
145+ 0.8% |
$9.02K - $9.86K
|
18.2K
$1.31M
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
140New |
$8.71K - $9.52K
|
140
$10.1K
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
125New |
$7.78K - $8.5K
|
125
$9K
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
123+ 2.74% |
$7.65K - $8.37K
|
4.61K
$332K
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
122+ 174.29% |
$7.59K - $8.3K
|
192
$13.8K
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
96+ 2.82% |
$5.97K - $6.53K
|
3.5K
$252K
|