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 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.26K+ 6.18% |
$76K - $80.9K
|
21.6K
$1.56M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.25K+ 1.88% |
$75.2K - $80.2K
|
67.5K
$4.86M
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
1.25K+ 1.88% |
$75.2K - $80.2K
|
67.5K
$4.86M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.22K+ 3.37% |
$73.3K - $78.1K
|
37.3K
$2.69M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.17K+ 7.02% |
$70.4K - $75K
|
17.8K
$1.28M
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.16K+ 4.26% |
$69.7K - $74.3K
|
28.3K
$2.04M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.14K+ 1.15% |
$68.5K - $73K
|
99.9K
$7.19M
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.13KNew |
$67.8K - $72.3K
|
1.13K
$81K
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.06K+ 9.65% |
$63.9K - $68.1K
|
12K
$867K
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1.02K+ 1.17% |
$61.2K - $65.2K
|
87.7K
$6.32M
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
950+ 15.45% |
$57.3K - $61K
|
7.1K
$511K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
912New |
$55K - $58.6K
|
912
$65.7K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
908+ 16.42% |
$54.7K - $58.3K
|
6.44K
$464K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
846+ 4.5% |
$51K - $54.3K
|
19.7K
$1.41M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
844+ 26.07% |
$50.9K - $54.2K
|
4.08K
$294K
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
791+ 0.54% |
$47.7K - $50.8K
|
147K
$10.6M
|
|
Jul 06, 2023
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
791+ 0.54% |
$47.7K - $50.8K
|
147K
$10.6M
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
768+ 349.09% |
$46.3K - $49.3K
|
988
$71.1K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
758+ 19.19% |
$45.7K - $48.7K
|
4.71K
$339K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
748+ 0.31% |
$45.1K - $48.1K
|
246K
$17.7M
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
735+ 0.65% |
$44.3K - $47.2K
|
114K
$8.23M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
731+ 18.16% |
$44.1K - $47K
|
4.76K
$342K
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
BUY
|
- |
724New |
$43.6K - $46.5K
|
724
$52.1K
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
705+ 1.29% |
$42.5K - $45.3K
|
55.3K
$3.98M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
690New |
$41.6K - $44.3K
|
690
$49.7K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
660+ 13.63% |
$39.8K - $42.4K
|
5.5K
$396K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
649New |
$39.1K - $41.7K
|
649
$46.7K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
635+ 4.41% |
$38.3K - $40.8K
|
15K
$1.08M
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
623+ 1.87% |
$37.6K - $40K
|
33.9K
$2.44M
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
623+ 6.07% |
$37.6K - $40K
|
10.9K
$784K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
581+ 4.48% |
$35K - $37.3K
|
13.5K
$975K
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
575+ 5.65% |
$34.7K - $36.9K
|
10.8K
$774K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
558New |
$33.6K - $35.8K
|
558
$40.2K
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
537+ 0.69% |
$32.4K - $34.5K
|
78.6K
$5.66M
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
505+ 2.44% |
$30.4K - $32.4K
|
21.2K
$1.52M
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
495+ 3.46% |
$29.8K - $31.8K
|
14.8K
$1.07M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
494New |
$29.8K - $31.7K
|
494
$35.6K
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
473+ 9.85% |
$28.5K - $30.4K
|
5.28K
$380K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
445New |
$26.8K - $28.6K
|
445
$32K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
400New |
$24.1K - $25.7K
|
400
$28.8K
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
311+ 3.8% |
$18.7K - $20K
|
8.5K
$612K
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
297New |
$17.9K - $19.1K
|
297
$21.4K
|
|
Jul 19, 2023
Q2 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
287+ 0.37% |
$17.3K - $18.4K
|
77.1K
$5.55M
|
|
Jul 27, 2023
Q2 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
278+ 1.72% |
$16.8K - $17.9K
|
16.5K
$1.19M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
269+ 5.45% |
$16.2K - $17.3K
|
5.21K
$375K
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
268+ 112.13% |
$16.2K - $17.2K
|
507
$36.5K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
256+ 0.75% |
$15.4K - $16.4K
|
34.3K
$2.47M
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
250+ 0.15% |
$15.1K - $16.1K
|
167K
$12M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
219+ 2.54% |
$13.2K - $14.1K
|
8.86K
$637K
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
217+ 0.52% |
$13.1K - $13.9K
|
41.8K
$3.01M
|