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 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 0.4% |
$603 - $642
|
2.5K
$162K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10+ 0.4% |
$603 - $642
|
2.52K
$164K
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
9+ 0.07% |
$543 - $578
|
13K
$844K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
9+ 0.07% |
$543 - $578
|
13.3K
$864K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.59% |
$422 - $450
|
1.2K
$77.7K
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 0.09% |
$422 - $450
|
8.05K
$523K
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
7+ 0.21% |
$422 - $450
|
3.31K
$215K
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.17% |
$362 - $385
|
3.5K
$227K
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.12% |
$301 - $321
|
4.27K
$277K
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4+ 0.04% |
$241 - $257
|
10.7K
$692K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.07% |
$181 - $193
|
4.18K
$271K
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.01% |
$181 - $193
|
35.5K
$2.31M
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2+ 0.04% |
$121 - $128
|
5.7K
$370K
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$121 - $128
|
3.51K
$228K
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.5% |
$60.3 - $64.2
|
200
$13K
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$60.3 - $64.2
|
3.98K
$258K
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1+ 0.01% |
$60.3 - $64.2
|
6.97K
$453K
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1- 0.02% |
$60.3 - $64.2
|
4.6K
$299K
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-4- 0.2% |
$241 - $257
|
1.95K
$127K
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 62.5% |
$301 - $321
|
3
$195
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-11- 0.02% |
$663 - $707
|
59.7K
$3.88M
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-13- 0.16% |
$784 - $835
|
8.05K
$523K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-16- 0.68% |
$964 - $1.03K
|
2.33K
$151K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-24- 11.01% |
$1.45K - $1.54K
|
194
$12.6K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-27- 0.29% |
$1.63K - $1.73K
|
9.18K
$596K
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-27- 0.07% |
$1.63K - $1.73K
|
39.3K
$2.55M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-28- 1.03% |
$1.69K - $1.8K
|
2.7K
$175K
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-32- 0.46% |
$1.93K - $2.06K
|
6.88K
$447K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-34- 0.18% |
$2.05K - $2.18K
|
19.1K
$1.24M
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-37- 0.29% |
$2.23K - $2.38K
|
12.6K
$820K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-38- 0.24% |
$2.29K - $2.44K
|
15.5K
$1.01M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-41- 2.95% |
$2.47K - $2.63K
|
1.35K
$87.7K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-41- 0.56% |
$2.47K - $2.63K
|
7.27K
$472K
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-43- 0.65% |
$2.59K - $2.76K
|
6.55K
$426K
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-45- 0.98% |
$2.71K - $2.89K
|
4.53K
$294K
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-47- 0.98% |
$2.83K - $3.02K
|
4.77K
$310K
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-50- 0.69% |
$3.01K - $3.21K
|
7.23K
$470K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-50- 1.32% |
$3.01K - $3.21K
|
3.75K
$244K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.18% |
$3.38K - $3.6K
|
30.5K
$1.98M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-58- 0.53% |
$3.5K - $3.73K
|
10.9K
$705K
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-60- 0.44% |
$3.62K - $3.85K
|
13.6K
$883K
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-60- 1.01% |
$3.62K - $3.85K
|
5.88K
$382K
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-63- 1.14% |
$3.8K - $4.05K
|
5.49K
$356K
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-75- 0.91% |
$4.52K - $4.82K
|
8.21K
$533K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-75- 1.26% |
$4.52K - $4.82K
|
5.88K
$382K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-79- 5.62% |
$4.76K - $5.07K
|
1.33K
$86.2K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-81- 0.22% |
$4.88K - $5.2K
|
37.4K
$2.43M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 1.81% |
$6.03K - $6.42K
|
5.44K
$353K
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-105- 2.05% |
$6.33K - $6.75K
|
5.03K
$327K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-105- 14.56% |
$6.33K - $6.75K
|
616
$40K
|