Purchases and Sales Made in Q1 2023 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 2023. 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 |
---|---|---|---|---|---|---|---|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.63K- 7.09% |
$156K - $171K
|
34.5K
$2.46M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2.68K- 92.41% |
$159K - $174K
|
220
$15.7K
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.71K- 6.43% |
$161K - $176K
|
39.5K
$2.81M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.75K- 1.76% |
$164K - $179K
|
154K
$10.9M
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.8K- 12.11% |
$167K - $182K
|
20.3K
$1.45M
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.85K- 8.36% |
$169K - $185K
|
31.2K
$2.23M
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.86K- 15.53% |
$170K - $186K
|
15.6K
$1.11M
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-2.95K- 14.37% |
$175K - $192K
|
17.6K
$1.25M
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3.01K- 3.06% |
$179K - $196K
|
95.3K
$6.79M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.19K- 66.95% |
$190K - $207K
|
1.58K
$112K
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-3.32K- 32.24% |
$197K - $216K
|
6.97K
$497K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3.39K- 28.92% |
$201K - $220K
|
8.32K
$593K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.44K- 11.22% |
$204K - $223K
|
27.2K
$1.94M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.48K- 9.2% |
$207K - $226K
|
34.4K
$2.45M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.56K- 7.71% |
$212K - $232K
|
42.7K
$3.04M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.58K- 13.64% |
$213K - $233K
|
22.7K
$1.61M
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.6K- 50.7% |
$214K - $234K
|
3.5K
$249K
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-3.6K- 30.17% |
$214K - $234K
|
8.34K
$594K
|
|
May 08, 2023
Q1 2023
|
Emfo, LLC
|
SELL
|
- |
-3.66K- 84.52% |
$218K - $238K
|
670
$47.7K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-3.67K- 6.32% |
$218K - $238K
|
54.4K
$3.88M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-3.86K- 23.28% |
$229K - $251K
|
12.7K
$905K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.01K- 1.06% |
$238K - $260K
|
375K
$26.7M
|
|
May 15, 2023
Q1 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.01K- 11.24% |
$238K - $261K
|
31.6K
$2.25M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.03K- 14.34% |
$240K - $262K
|
24.1K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-4.05K- 42.22% |
$241K - $263K
|
5.54K
$394K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.15K- 9.63% |
$247K - $270K
|
39K
$2.78M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.22K- 3.18% |
$251K - $274K
|
128K
$9.13M
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-4.24K- 9.49% |
$252K - $276K
|
40.5K
$2.88M
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-4.24K- 9.49% |
$252K - $276K
|
40.5K
$2.88M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.37K- 52.5% |
$260K - $284K
|
3.95K
$282K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.45K- 10.45% |
$265K - $289K
|
38.1K
$2.71M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-4.59K- 39.06% |
$273K - $298K
|
7.16K
$510K
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.62K- 31.31% |
$275K - $301K
|
10.1K
$723K
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.65K- 66.93% |
$276K - $302K
|
2.3K
$164K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.66K- 43.87% |
$277K - $303K
|
5.96K
$425K
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.66K- 43.13% |
$277K - $303K
|
6.15K
$438K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-4.79K- 2.58% |
$285K - $311K
|
181K
$12.9M
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-5KClosed |
$297K - $325K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.05K- 1.19% |
$300K - $328K
|
418K
$29.8M
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-5.13K- 3.23% |
$305K - $333K
|
154K
$11M
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.15K- 20.21% |
$306K - $335K
|
20.3K
$1.45M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5.32K- 41.93% |
$316K - $346K
|
7.36K
$524K
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5.36K- 1.23% |
$319K - $348K
|
430K
$30.7M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.56K- 51.99% |
$331K - $361K
|
5.13K
$366K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-5.65K- 71.16% |
$336K - $367K
|
2.29K
$163K
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.73K- 42.31% |
$341K - $372K
|
7.81K
$556K
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-5.81K- 15.12% |
$345K - $377K
|
32.6K
$2.32M
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-6.05K- 1.62% |
$360K - $393K
|
366K
$26.1M
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-6.12K- 8.1% |
$364K - $398K
|
69.5K
$4.95M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.14K- 10.04% |
$365K - $399K
|
55.1K
$3.92M
|