Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2021
Q2 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
114New |
$6.65K - $7.06K
|
114
$7.4K
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
111New |
$6.48K - $6.88K
|
111
$7.21K
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
101New |
$5.89K - $6.26K
|
101
$6.56K
|
|
Aug 13, 2021
Q2 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
100New |
$5.84K - $6.2K
|
100
$6.5K
|
|
Jul 14, 2021
Q2 2021
|
Aries Wealth Management
|
BUY
|
- |
90+ 1.18% |
$5.25K - $5.58K
|
7.7K
$500K
|
|
Aug 09, 2021
Q2 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
64New |
$3.73K - $3.96K
|
64
$4.16K
|
|
Aug 11, 2021
Q2 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
59New |
$3.44K - $3.66K
|
59
$3.83K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
56+ 5.03% |
$3.27K - $3.47K
|
1.17K
$76K
|
|
Jul 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
49+ 0.39% |
$2.86K - $3.04K
|
12.7K
$824K
|
|
Aug 02, 2021
Q2 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
48+ 0.7% |
$2.8K - $2.97K
|
6.91K
$449K
|
|
Aug 12, 2021
Q2 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40New |
$2.33K - $2.48K
|
40
$2.6K
|
|
Jul 14, 2021
Q2 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
36+ 0.41% |
$2.1K - $2.23K
|
8.86K
$575K
|
|
Jul 22, 2021
Q2 2021
|
Compass Advisory Group LLC
|
BUY
|
- |
34+ 0.41% |
$1.98K - $2.11K
|
8.27K
$537K
|
|
Aug 18, 2021
Q2 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
33+ 0.27% |
$1.93K - $2.04K
|
12.5K
$810K
|
|
Jul 16, 2021
Q2 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
27+ 2.74% |
$1.58K - $1.67K
|
1.01K
$65.7K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
19+ 0.14% |
$1.11K - $1.18K
|
13.5K
$876K
|
|
Aug 10, 2021
Q2 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
19+ 0.4% |
$1.11K - $1.18K
|
4.81K
$313K
|
|
Aug 17, 2021
Q2 2021
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
15+ 0.08% |
$875 - $929
|
19.8K
$1.29M
|
|
Feb 22, 2022
Q2 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
15+ 0.11% |
$875 - $929
|
13.6K
$885K
|
|
Aug 03, 2021
Q2 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
12+ 0.24% |
$700 - $743
|
5.02K
$326K
|
|
Jul 13, 2021
Q2 2021
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.41% |
$467 - $496
|
1.94K
$126K
|
|
Aug 31, 2021
Q2 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.42% |
$350 - $372
|
1.45K
$93.9K
|
|
Jul 15, 2021
Q2 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
6+ 0.06% |
$350 - $372
|
10.8K
$699K
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
6+ 0.04% |
$350 - $372
|
17K
$1.1M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6+ 0.25% |
$350 - $372
|
2.4K
$156K
|
|
Aug 03, 2021
Q2 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.39% |
$350 - $372
|
1.55K
$100K
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.07% |
$175 - $186
|
4.37K
$284K
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.54% |
$117 - $124
|
375
$24.4K
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.28% |
$117 - $124
|
713
$46.3K
|
|
Aug 05, 2021
Q2 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
2+ 0.24% |
$117 - $124
|
841
$54.6K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2+ 0.02% |
$117 - $124
|
10.4K
$672K
|
|
Sep 07, 2021
Q2 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2+ 0.37% |
$117 - $124
|
544
$35.3K
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.08% |
$117 - $124
|
2.54K
$165K
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.08% |
$58.4 - $62
|
1.21K
$78.5K
|
|
Aug 17, 2021
Q2 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.34% |
$58.4 - $62
|
295
$19.2K
|
|
Jul 27, 2021
Q2 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$58.4 - $62
|
4.92K
$320K
|
|
Jul 13, 2021
Q2 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.44% |
$58.4 - $62
|
226
$14.7K
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-5- 0.09% |
$292 - $310
|
5.81K
$377K
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-6- 7.59% |
$350 - $372
|
73
$4.74K
|
|
Jul 22, 2021
Q2 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-9Closed |
$525 - $558
|
0
$0
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-12- 0.16% |
$700 - $743
|
7.46K
$485K
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-16- 0.29% |
$934 - $991
|
5.47K
$355K
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-20- 0.38% |
$1.17K - $1.24K
|
5.19K
$337K
|
|
Aug 05, 2021
Q2 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-20- 0.51% |
$1.17K - $1.24K
|
3.87K
$252K
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-37- 7.41% |
$2.16K - $2.29K
|
462
$30K
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-41- 2.29% |
$2.39K - $2.54K
|
1.75K
$114K
|
|
Jan 03, 2023
Q2 2021
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-44- 0.2% |
$2.57K - $2.73K
|
21.9K
$1.42M
|
|
Aug 03, 2021
Q2 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-45Closed |
$2.63K - $2.79K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-45Closed |
$2.63K - $2.79K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-48- 7.61% |
$2.8K - $2.97K
|
583
$37.9K
|