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 11, 2023
Q1 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
282+ 0.37% |
$16.8K - $18.3K
|
76.8K
$5.65M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
224+ 28.18% |
$13.3K - $14.6K
|
1.02K
$75K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
218New |
$13K - $14.2K
|
218
$16K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
215+ 0.37% |
$12.8K - $14K
|
58.4K
$4.29M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
211+ 2.73% |
$12.6K - $13.7K
|
7.95K
$585K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
199New |
$11.8K - $12.9K
|
199
$14.6K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193+ 4.34% |
$11.5K - $12.5K
|
4.64K
$341K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
187+ 4.65% |
$11.1K - $12.2K
|
4.21K
$309K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
172+ 1.28% |
$10.2K - $11.2K
|
13.6K
$1M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
171+ 2.78% |
$10.2K - $11.1K
|
6.33K
$466K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
170+ 57.82% |
$10.1K - $11.1K
|
464
$34.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
166+ 2.92% |
$9.87K - $10.8K
|
5.84K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
159+ 0.87% |
$9.46K - $10.3K
|
18.4K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
135+ 0.31% |
$8.03K - $8.78K
|
44.3K
$3.26M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
127+ 2.25% |
$7.55K - $8.26K
|
5.76K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
104New |
$6.19K - $6.76K
|
104
$7.65K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
97+ 0.82% |
$5.77K - $6.31K
|
11.9K
$879K
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
80+ 5.6% |
$4.76K - $5.2K
|
1.51K
$111K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
80+ 0.49% |
$4.76K - $5.2K
|
16.4K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
79+ 3.62% |
$4.7K - $5.14K
|
2.26K
$166K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
76+ 0.57% |
$4.52K - $4.94K
|
13.3K
$979K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
70+ 0.47% |
$4.16K - $4.55K
|
15.1K
$1.11M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
66+ 0.32% |
$3.93K - $4.29K
|
20.8K
$1.53M
|
|
|
May 05, 2023
Q1 2023
|
Coombe, Bender & CO LLC
|
BUY
|
- |
66+ 2.11% |
$3.93K - $4.29K
|
3.2K
$235K
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
59+ 1.18% |
$3.51K - $3.84K
|
5.05K
$371K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
53New |
$3.15K - $3.45K
|
53
$3.9K
|
|
|
Apr 20, 2023
Q1 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
46+ 0.58% |
$2.74K - $2.99K
|
8.04K
$591K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
BUY
|
- |
44+ 0.78% |
$2.62K - $2.86K
|
5.66K
$416K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40+ 0.22% |
$2.38K - $2.6K
|
18.2K
$1.34M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
36+ 0.38% |
$2.14K - $2.34K
|
9.47K
$697K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
32+ 0.59% |
$1.9K - $2.08K
|
5.44K
$400K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
27+ 0.2% |
$1.61K - $1.76K
|
13.7K
$1M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
27+ 19.85% |
$1.61K - $1.76K
|
163
$12K
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
BUY
|
- |
24+ 0.44% |
$1.43K - $1.56K
|
5.43K
$400K
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
23+ 0.06% |
$1.37K - $1.5K
|
38.2K
$2.81M
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
22+ 0.54% |
$1.31K - $1.43K
|
4.11K
$303K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.56% |
$1.31K - $1.43K
|
3.95K
$290K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 8.86% |
$1.25K - $1.37K
|
258
$19K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21+ 0.07% |
$1.25K - $1.37K
|
31.5K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
20+ 0.52% |
$1.19K - $1.3K
|
3.83K
$282K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
20+ 0.06% |
$1.19K - $1.3K
|
35.5K
$2.61M
|
|
|
May 09, 2023
Q1 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.17% |
$1.07K - $1.17K
|
10.7K
$785K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17+ 0.42% |
$1.01K - $1.11K
|
4.1K
$301K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
15+ 0.44% |
$892 - $975
|
3.45K
$253K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
14+ 0.56% |
$833 - $910
|
2.51K
$185K
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.26% |
$773 - $845
|
5.01K
$368K
|
|
|
May 10, 2023
Q1 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
13+ 0.07% |
$773 - $845
|
17.6K
$1.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
13+ 0.1% |
$773 - $845
|
12.6K
$925K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12+ 0.31% |
$714 - $780
|
3.93K
$289K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11+ 0.16% |
$654 - $715
|
6.91K
$508K
|