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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
200+ 1.5% |
$12.1K - $12.8K
|
13.5K
$880K
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$12.1K - $12.8K
|
200
$13K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
189+ 0.77% |
$11.4K - $12.1K
|
24.7K
$1.6M
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
178+ 3.47% |
$10.7K - $11.4K
|
5.3K
$344K
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
173+ 0.95% |
$10.4K - $11.1K
|
18.4K
$1.19M
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
154+ 0.76% |
$9.28K - $9.89K
|
20.5K
$1.33M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
138+ 1.77% |
$8.32K - $8.87K
|
7.94K
$516K
|
|
Aug 11, 2023
Q2 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
133+ 0.34% |
$8.02K - $8.54K
|
38.8K
$2.52M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
131+ 189.86% |
$7.9K - $8.42K
|
200
$13K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
130+ 1.6% |
$7.84K - $8.35K
|
8.28K
$538K
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
107+ 1.88% |
$6.45K - $6.87K
|
5.78K
$376K
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
99+ 0.14% |
$5.97K - $6.36K
|
69.8K
$4.53M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
92+ 0.1% |
$5.55K - $5.91K
|
90.5K
$5.88M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
92+ 2.69% |
$5.55K - $5.91K
|
3.51K
$228K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
91+ 0.12% |
$5.49K - $5.85K
|
79K
$5.13M
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
82+ 1.02% |
$4.94K - $5.27K
|
8.12K
$528K
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
77+ 0.58% |
$4.64K - $4.95K
|
13.4K
$870K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
77+ 2.26% |
$4.64K - $4.95K
|
3.49K
$227K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
BUY
|
- |
76+ 0.23% |
$4.58K - $4.88K
|
33.4K
$2.17M
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
72+ 0.59% |
$4.34K - $4.63K
|
12.3K
$802K
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
68+ 0.4% |
$4.1K - $4.37K
|
17.1K
$1.11M
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
68+ 0.57% |
$4.1K - $4.37K
|
12K
$780K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
64New |
$3.86K - $4.11K
|
64
$4.16K
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
54+ 0.26% |
$3.26K - $3.47K
|
20.9K
$1.36M
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
51+ 0.61% |
$3.07K - $3.28K
|
8.47K
$550K
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
44+ 0.12% |
$2.65K - $2.83K
|
38.2K
$2.48M
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
44+ 0.36% |
$2.65K - $2.83K
|
12.2K
$789K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
43+ 0.54% |
$2.59K - $2.76K
|
7.99K
$519K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
39+ 0.19% |
$2.35K - $2.51K
|
20.1K
$1.3M
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
38+ 0.17% |
$2.29K - $2.44K
|
22.7K
$1.47M
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
36+ 0.38% |
$2.17K - $2.31K
|
9.51K
$618K
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
31+ 0.57% |
$1.87K - $1.99K
|
5.47K
$356K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
27+ 0.48% |
$1.63K - $1.73K
|
5.67K
$368K
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
26+ 0.43% |
$1.57K - $1.67K
|
6.14K
$399K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
25+ 0.54% |
$1.51K - $1.61K
|
4.65K
$302K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
23+ 0.58% |
$1.39K - $1.48K
|
3.97K
$258K
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
22+ 0.53% |
$1.33K - $1.41K
|
4.14K
$269K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
21+ 0.07% |
$1.27K - $1.35K
|
31.6K
$2.05M
|
|
Aug 15, 2023
Q2 2023
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
19+ 0.26% |
$1.15K - $1.22K
|
7.24K
$470K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19+ 0.47% |
$1.15K - $1.22K
|
4.02K
$261K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
18+ 0.11% |
$1.09K - $1.16K
|
15.9K
$1.04M
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
18+ 0.17% |
$1.09K - $1.16K
|
10.7K
$695K
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
17+ 0.42% |
$1.02K - $1.09K
|
4.11K
$267K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
16+ 0.47% |
$964 - $1.03K
|
3.45K
$224K
|
|
Jul 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
16+ 0.27% |
$964 - $1.03K
|
5.86K
$380K
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 0.93% |
$844 - $899
|
1.52K
$98.9K
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
14+ 0.08% |
$844 - $899
|
17.6K
$1.14M
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.26% |
$784 - $835
|
5.02K
$326K
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.59% |
$723 - $771
|
2.03K
$132K
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.1% |
$723 - $771
|
12.6K
$818K
|