Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.94KNew |
$298K - $317K
|
4.94K
$355K
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.91KNew |
$296K - $315K
|
4.91K
$354K
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
4.66KNew |
$281K - $299K
|
4.66K
$336K
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
4.63K+ 7.36% |
$279K - $297K
|
67.6K
$4.86M
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
4.54K+ 87.51% |
$274K - $292K
|
9.73K
$700K
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
4.38K+ 9.76% |
$264K - $281K
|
49.2K
$3.54M
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.36KNew |
$263K - $280K
|
4.36K
$314K
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
4.04KNew |
$244K - $260K
|
4.04K
$291K
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.95K+ 21.98% |
$238K - $253K
|
21.9K
$1.58M
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.94K+ 3.96% |
$238K - $253K
|
103K
$7.44M
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.79K+ 59.85% |
$228K - $243K
|
10.1K
$728K
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
3.73KNew |
$225K - $240K
|
3.73K
$269K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.73KNew |
$225K - $240K
|
3.73K
$268K
|
|
Aug 14, 2023
Q2 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.71K+ 3.43% |
$224K - $238K
|
112K
$8.05M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.71K+ 0.99% |
$223K - $238K
|
379K
$27.3M
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
3.69KNew |
$223K - $237K
|
3.69K
$266K
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.43KNew |
$207K - $220K
|
3.43K
$247K
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.35K+ 14.94% |
$202K - $215K
|
25.8K
$1.86M
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.32KNew |
$200K - $213K
|
3.32K
$239K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.3K+ 260.08% |
$199K - $212K
|
4.57K
$329K
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.25K+ 4.6% |
$196K - $209K
|
73.8K
$5.32M
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
3.03K+ 53.53% |
$183K - $195K
|
8.69K
$626K
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2.91K+ 25.23% |
$175K - $187K
|
14.4K
$1.04M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.69K+ 11.55% |
$162K - $173K
|
25.9K
$1.87M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.56K+ 74.31% |
$154K - $164K
|
6.01K
$432K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
2.54K+ 3.54% |
$153K - $163K
|
74.3K
$5.35M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.51KNew |
$151K - $161K
|
2.51K
$181K
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.39K+ 23.15% |
$144K - $153K
|
12.7K
$914K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.33K+ 27.95% |
$140K - $149K
|
10.6K
$766K
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.29K+ 33.76% |
$138K - $147K
|
9.08K
$653K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.07K+ 5.3% |
$125K - $133K
|
41K
$2.95M
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.99K+ 1.91% |
$120K - $128K
|
106K
$7.61M
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.96K+ 1.71% |
$118K - $126K
|
117K
$8.39M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.92K+ 0.26% |
$116K - $123K
|
753K
$54.2M
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 58.45% |
$114K - $122K
|
5.15K
$371K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.86K+ 16.41% |
$112K - $119K
|
13.2K
$949K
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.78KNew |
$107K - $114K
|
1.78K
$128K
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.71K+ 3.92% |
$103K - $110K
|
45.3K
$3.26M
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.71K+ 12.6% |
$103K - $110K
|
15.3K
$1.1M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.67K+ 7.43% |
$101K - $108K
|
24.2K
$1.74M
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.64K+ 1.2% |
$98.9K - $105K
|
138K
$9.96M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.58K+ 10.36% |
$95.5K - $102K
|
16.9K
$1.21M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.58K+ 2.02% |
$95.1K - $101K
|
79.6K
$5.73M
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
1.52K+ 39.67% |
$91.7K - $97.7K
|
5.36K
$386K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1.48K+ 35.09% |
$89K - $94.8K
|
5.68K
$409K
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.47K+ 20.03% |
$88.9K - $94.7K
|
8.83K
$636K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.39K+ 10.19% |
$84K - $89.5K
|
15.1K
$1.08M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.37K+ 39.81% |
$82.6K - $88K
|
4.81K
$346K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.32K+ 1.31% |
$79.4K - $84.7K
|
102K
$7.34M
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.31K+ 5.81% |
$78.7K - $83.8K
|
23.8K
$1.71M
|