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 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
11+ 0.16% |
$654 - $715
|
6.91K
$492K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
10+ 0.56% |
$595 - $650
|
1.79K
$128K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10+ 0.16% |
$595 - $650
|
6.11K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.07% |
$535 - $585
|
13.3K
$947K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.07% |
$476 - $520
|
11.4K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
8+ 0.08% |
$476 - $520
|
9.51K
$678K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8+ 0.05% |
$476 - $520
|
16.2K
$1.15M
|
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.06% |
$476 - $520
|
13K
$925K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.51% |
$357 - $390
|
1.19K
$84.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
6+ 0.14% |
$357 - $390
|
4.26K
$304K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.13% |
$297 - $325
|
3.98K
$283K
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
4+ 0.04% |
$238 - $260
|
9.09K
$648K
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
4+ 0.11% |
$238 - $260
|
3.62K
$258K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4+ 0.1% |
$238 - $260
|
4.03K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.02% |
$178 - $195
|
12.7K
$904K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
3+ 0.09% |
$178 - $195
|
3.46K
$247K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.56% |
$178 - $195
|
535
$38.1K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.03% |
$178 - $195
|
10.6K
$759K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.14% |
$119 - $130
|
1.41K
$100K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.21% |
$119 - $130
|
969
$69.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$119 - $130
|
3.51K
$250K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.14% |
$59.5 - $65
|
721
$51.4K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.83% |
$59.5 - $65
|
122
$8.69K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$59.5 - $65
|
11.8K
$842K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.01% |
$59.5 - $65
|
8.01K
$571K
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
SELL
|
- |
-4- 0.02% |
$238 - $260
|
16.3K
$1.16M
|
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-11- 0.31% |
$654 - $715
|
3.59K
$256K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-15- 0.18% |
$892 - $975
|
8.15K
$581K
|
|
|
Apr 19, 2023
Q1 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-17- 0.26% |
$1.01K - $1.11K
|
6.55K
$467K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-20- 0.16% |
$1.19K - $1.3K
|
12.1K
$863K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-23- 0.71% |
$1.37K - $1.5K
|
3.21K
$229K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-24- 9.3% |
$1.43K - $1.56K
|
234
$16.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-30- 0.58% |
$1.78K - $1.95K
|
5.19K
$370K
|
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-30- 0.41% |
$1.78K - $1.95K
|
7.22K
$515K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-33- 0.09% |
$1.96K - $2.15K
|
37.6K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-35- 0.85% |
$2.08K - $2.28K
|
4.08K
$291K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-37Closed |
$2.2K - $2.41K
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-38- 5.06% |
$2.26K - $2.47K
|
713
$50.8K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-47- 0.05% |
$2.8K - $3.06K
|
90.4K
$6.44M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-50- 0.42% |
$2.97K - $3.25K
|
11.9K
$845K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-53- 0.2% |
$3.15K - $3.45K
|
26.9K
$1.92M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-54- 0.49% |
$3.21K - $3.51K
|
10.9K
$778K
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-55- 0.2% |
$3.27K - $3.58K
|
27.3K
$1.95M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-60- 0.47% |
$3.57K - $3.9K
|
12.7K
$903K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-74- 0.53% |
$4.4K - $4.81K
|
13.9K
$993K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-74- 0.39% |
$4.4K - $4.81K
|
19.1K
$1.36M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-77- 0.74% |
$4.58K - $5.01K
|
10.3K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-84- 2.26% |
$5K - $5.46K
|
3.63K
$258K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-87- 0.16% |
$5.17K - $5.66K
|
53.2K
$3.79M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-91- 0.08% |
$5.41K - $5.92K
|
113K
$8.07M
|