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 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-100- 2.19% |
$5.95K - $6.5K
|
4.46K
$321K
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-101- 50.0% |
$6.01K - $6.57K
|
101
$7.27K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-101- 92.66% |
$6.01K - $6.57K
|
8
$576
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-112- 3.28% |
$6.66K - $7.28K
|
3.31K
$238K
|
|
May 12, 2023
Q1 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-118- 0.12% |
$7.02K - $7.67K
|
95.7K
$6.89M
|
|
Apr 19, 2023
Q1 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-125- 2.52% |
$7.44K - $8.13K
|
4.83K
$347K
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-128- 0.29% |
$7.61K - $8.32K
|
43.6K
$3.14M
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-129- 1.18% |
$7.67K - $8.39K
|
10.8K
$775K
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-132- 23.0% |
$7.85K - $8.58K
|
442
$31.8K
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-140- 2.97% |
$8.33K - $9.1K
|
4.57K
$329K
|
|
May 10, 2023
Q1 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-145- 0.55% |
$8.62K - $9.43K
|
26K
$1.87M
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-147- 0.36% |
$8.74K - $9.56K
|
41.1K
$2.96M
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-150- 25.0% |
$8.92K - $9.75K
|
450
$32.4K
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-150- 8.21% |
$8.92K - $9.75K
|
1.68K
$121K
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-150- 6.13% |
$8.92K - $9.75K
|
2.3K
$165K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-154- 0.75% |
$9.16K - $10K
|
20.3K
$1.46M
|
|
May 11, 2023
Q1 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-165- 2.98% |
$9.81K - $10.7K
|
5.37K
$386K
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-173- 1.4% |
$10.3K - $11.2K
|
12.2K
$880K
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-175- 3.29% |
$10.4K - $11.4K
|
5.15K
$371K
|
|
May 11, 2023
Q1 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-176- 0.45% |
$10.5K - $11.4K
|
38.6K
$2.78M
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-177- 74.37% |
$10.5K - $11.5K
|
61
$4.39K
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-180- 34.55% |
$10.7K - $11.7K
|
341
$24.5K
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-187- 5.2% |
$11.1K - $12.2K
|
3.41K
$246K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-188- 28.83% |
$11.2K - $12.2K
|
464
$33.4K
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-194- 3.24% |
$11.5K - $12.6K
|
5.79K
$417K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-198Closed |
$11.8K - $12.9K
|
0
$0
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-200- 3.6% |
$11.9K - $13K
|
5.35K
$385K
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-200Closed |
$11.9K - $13K
|
0
$0
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-203- 4.4% |
$12.1K - $13.2K
|
4.41K
$317K
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-217- 4.94% |
$12.9K - $14.1K
|
4.18K
$301K
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-220- 6.01% |
$13.1K - $14.3K
|
3.44K
$248K
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-227- 6.16% |
$13.5K - $14.8K
|
3.46K
$249K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-230- 3.13% |
$13.7K - $15K
|
7.13K
$513K
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-244- 5.51% |
$14.5K - $15.9K
|
4.18K
$301K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-258- 4.55% |
$15.3K - $16.8K
|
5.41K
$390K
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-259- 1.86% |
$15.4K - $16.8K
|
13.7K
$984K
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-260- 6.42% |
$15.5K - $16.9K
|
3.79K
$273K
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-272- 5.42% |
$16.2K - $17.7K
|
4.75K
$342K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-285- 3.77% |
$17K - $18.5K
|
7.28K
$524K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-285- 3.42% |
$17K - $18.5K
|
8.04K
$579K
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-287- 7.93% |
$17.1K - $18.7K
|
3.33K
$240K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-289- 6.22% |
$17.2K - $18.8K
|
4.36K
$314K
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-291- 1.28% |
$17.3K - $18.9K
|
22.5K
$1.62M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-294- 3.33% |
$17.5K - $19.1K
|
8.54K
$615K
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-300- 7.32% |
$17.8K - $19.5K
|
3.8K
$274K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-309- 32.66% |
$18.4K - $20.1K
|
637
$45.9K
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-314- 1.9% |
$18.7K - $20.4K
|
16.2K
$1.17M
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
SELL
|
- |
-321- 4.64% |
$19.1K - $20.9K
|
6.6K
$475K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-339- 6.58% |
$20.2K - $22K
|
4.81K
$346K
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-340- 16.08% |
$20.2K - $22.1K
|
1.77K
$128K
|