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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6.77K- 12.19% |
$403K - $440K
|
48.7K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6.81K- 3.31% |
$405K - $442K
|
199K
$14.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-7.21K- 5.91% |
$429K - $469K
|
115K
$8.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-7.55K- 32.16% |
$449K - $491K
|
15.9K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-8.17K- 7.59% |
$486K - $531K
|
99.4K
$7.16M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-8.52K- 75.77% |
$507K - $554K
|
2.73K
$196K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.55K- 63.85% |
$509K - $556K
|
4.84K
$349K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.89K- 16.3% |
$529K - $578K
|
45.7K
$3.29M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-8.98K- 5.87% |
$534K - $584K
|
144K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-9.23K- 3.63% |
$549K - $600K
|
245K
$17.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-9.51K- 60.73% |
$566K - $619K
|
6.15K
$443K
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-9.61K- 32.55% |
$572K - $625K
|
19.9K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.5K- 6.85% |
$625K - $683K
|
143K
$10.3M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.8K- 5.08% |
$639K - $699K
|
201K
$14.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-11K- 44.5% |
$655K - $717K
|
13.7K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.1K- 4.99% |
$662K - $723K
|
212K
$15.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-11.2K- 17.41% |
$667K - $729K
|
53.2K
$3.83M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-11.4KClosed |
$678K - $741K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-12.3K- 34.99% |
$730K - $798K
|
22.8K
$1.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-12.5K- 24.13% |
$744K - $814K
|
39.4K
$2.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-12.5K- 24.63% |
$745K - $814K
|
38.3K
$2.76M
|
|
|
Apr 17, 2023
Q1 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-13.1K- 16.09% |
$777K - $849K
|
68.1K
$4.9M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-13.3K- 12.65% |
$790K - $864K
|
91.7K
$6.6M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-13.9K- 60.28% |
$829K - $906K
|
9.18K
$661K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-14.3K- 46.23% |
$851K - $930K
|
16.6K
$1.2M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-14.7K- 24.73% |
$876K - $958K
|
44.8K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-15.8K- 76.24% |
$938K - $1.02M
|
4.91K
$354K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.9K- 17.34% |
$948K - $1.04M
|
76K
$5.47M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-17.8K- 80.97% |
$1.06M - $1.16M
|
4.2K
$302K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-20.6K- 62.57% |
$1.22M - $1.34M
|
12.3K
$886K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.8K- 48.96% |
$1.3M - $1.42M
|
22.8K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23K- 51.53% |
$1.37M - $1.49M
|
21.6K
$1.56M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-23.9K- 97.95% |
$1.42M - $1.55M
|
499
$35.9K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-24.6K- 34.32% |
$1.46M - $1.6M
|
47.1K
$3.39M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-27.7K- 47.75% |
$1.64M - $1.8M
|
30.3K
$2.18M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-28.5K- 44.06% |
$1.69M - $1.85M
|
36.1K
$2.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29.3K- 85.83% |
$1.74M - $1.91M
|
4.84K
$348K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-30.1K- 44.95% |
$1.79M - $1.96M
|
36.9K
$2.65M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-31.2K- 98.4% |
$1.86M - $2.03M
|
508
$36.6K
|
|
|
May 12, 2023
Q1 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-33.4K- 43.67% |
$1.99M - $2.17M
|
43.1K
$3.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-34.4K- 81.1% |
$2.05M - $2.24M
|
8.02K
$578K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-36.2K- 99.98% |
$2.15M - $2.36M
|
7
$504
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-36.7K- 99.83% |
$2.18M - $2.39M
|
62
$4.46K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-36.8K- 2.42% |
$2.19M - $2.39M
|
1.48M
$107M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-37K- 32.08% |
$2.2M - $2.41M
|
78.4K
$5.64M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-39K- 30.52% |
$2.32M - $2.53M
|
88.7K
$6.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-40.3K- 12.34% |
$2.4M - $2.62M
|
286K
$20.6M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-40.6K- 43.96% |
$2.41M - $2.64M
|
51.7K
$3.72M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-41.6K- 46.31% |
$2.47M - $2.7M
|
48.2K
$3.47M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-41.6K- 21.32% |
$2.48M - $2.71M
|
154K
$11.1M
|