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 10, 2023
Q2 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
16+ 0.27% |
$964 - $1.03K
|
5.86K
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
14+ 0.93% |
$844 - $899
|
1.52K
$110K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
14+ 0.08% |
$844 - $899
|
17.6K
$1.27M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
13+ 0.26% |
$784 - $835
|
5.02K
$362K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
12+ 0.59% |
$723 - $771
|
2.03K
$146K
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12+ 0.1% |
$723 - $771
|
12.6K
$906K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 0.4% |
$603 - $642
|
2.5K
$180K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.4% |
$603 - $642
|
2.52K
$181K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.07% |
$543 - $578
|
13.3K
$958K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.07% |
$543 - $578
|
13K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 0.09% |
$422 - $450
|
8.05K
$579K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.59% |
$422 - $450
|
1.2K
$86.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$422 - $450
|
3.31K
$239K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.17% |
$362 - $385
|
3.5K
$252K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.12% |
$301 - $321
|
4.27K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.04% |
$241 - $257
|
10.7K
$767K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.01% |
$181 - $193
|
35.5K
$2.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.07% |
$181 - $193
|
4.18K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 0.04% |
$121 - $128
|
5.7K
$410K
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$121 - $128
|
3.51K
$252K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.5% |
$60.3 - $64.2
|
200
$14.4K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1+ 0.01% |
$60.3 - $64.2
|
6.97K
$502K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$60.3 - $64.2
|
3.98K
$286K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1- 0.02% |
$60.3 - $64.2
|
4.6K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-4- 0.2% |
$241 - $257
|
1.95K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 62.5% |
$301 - $321
|
3
$216
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11- 0.02% |
$663 - $707
|
59.7K
$4.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13- 0.16% |
$784 - $835
|
8.05K
$580K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 0.68% |
$964 - $1.03K
|
2.33K
$167K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 11.01% |
$1.45K - $1.54K
|
194
$14K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 0.29% |
$1.63K - $1.73K
|
9.18K
$661K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-27- 0.07% |
$1.63K - $1.73K
|
39.3K
$2.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-28- 1.03% |
$1.69K - $1.8K
|
2.7K
$194K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-32- 0.46% |
$1.93K - $2.06K
|
6.88K
$495K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-34- 0.18% |
$2.05K - $2.18K
|
19.1K
$1.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-37- 0.29% |
$2.23K - $2.38K
|
12.6K
$909K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-38- 0.24% |
$2.29K - $2.44K
|
15.5K
$1.12M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-41- 2.95% |
$2.47K - $2.63K
|
1.35K
$97.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41- 0.56% |
$2.47K - $2.63K
|
7.27K
$523K
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-43- 0.65% |
$2.59K - $2.76K
|
6.55K
$472K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-45- 0.98% |
$2.71K - $2.89K
|
4.53K
$326K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-47- 0.98% |
$2.83K - $3.02K
|
4.77K
$343K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-50- 1.32% |
$3.01K - $3.21K
|
3.75K
$270K
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-50- 0.69% |
$3.01K - $3.21K
|
7.23K
$521K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.18% |
$3.38K - $3.6K
|
30.5K
$2.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-58- 0.53% |
$3.5K - $3.73K
|
10.9K
$781K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-60- 1.01% |
$3.62K - $3.85K
|
5.88K
$423K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-60- 0.44% |
$3.62K - $3.85K
|
13.6K
$978K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-63- 1.14% |
$3.8K - $4.05K
|
5.49K
$395K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-75- 0.91% |
$4.52K - $4.82K
|
8.21K
$591K
|