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 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-60- 0.44% |
$3.62K - $3.85K
|
13.6K
$996K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-63- 1.14% |
$3.8K - $4.05K
|
5.49K
$402K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-75- 0.91% |
$4.52K - $4.82K
|
8.21K
$602K
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-75- 1.26% |
$4.52K - $4.82K
|
5.88K
$431K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-79- 5.62% |
$4.76K - $5.07K
|
1.33K
$97.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-81- 0.22% |
$4.88K - $5.2K
|
37.4K
$2.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 1.81% |
$6.03K - $6.42K
|
5.44K
$399K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-105- 14.56% |
$6.33K - $6.75K
|
616
$45.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-105- 2.05% |
$6.33K - $6.75K
|
5.03K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-109Closed |
$6.57K - $7K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-109- 0.38% |
$6.57K - $7K
|
28.6K
$2.09M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-111- 0.79% |
$6.69K - $7.13K
|
13.9K
$1.02M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-111- 5.7% |
$6.69K - $7.13K
|
1.84K
$135K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-114- 1.97% |
$6.87K - $7.32K
|
5.66K
$415K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-125- 0.39% |
$7.54K - $8.03K
|
32.2K
$2.36M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-127- 2.2% |
$7.66K - $8.16K
|
5.64K
$413K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-127- 0.77% |
$7.66K - $8.16K
|
16.3K
$1.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-130- 55.56% |
$7.84K - $8.35K
|
104
$7.62K
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-131- 0.79% |
$7.9K - $8.42K
|
16.3K
$1.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-134- 19.09% |
$8.08K - $8.61K
|
568
$41.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-136- 1.14% |
$8.2K - $8.74K
|
11.8K
$868K
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-140- 0.43% |
$8.44K - $8.99K
|
32.4K
$2.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-140- 1.55% |
$8.44K - $8.99K
|
8.89K
$652K
|
|
|
Aug 08, 2023
Q2 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-145- 1.74% |
$8.74K - $9.31K
|
8.18K
$600K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-160- 36.04% |
$9.64K - $10.3K
|
284
$20.8K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 60.15% |
$9.64K - $10.3K
|
106
$7.77K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-160- 2.78% |
$9.64K - $10.3K
|
5.59K
$410K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-163- 1.0% |
$9.83K - $10.5K
|
16.1K
$1.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-172- 0.98% |
$10.4K - $11K
|
17.4K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-186- 1.37% |
$11.2K - $11.9K
|
13.4K
$984K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-190- 73.64% |
$11.5K - $12.2K
|
68
$4.99K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-195- 0.87% |
$11.8K - $12.5K
|
22.2K
$1.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-196- 0.45% |
$11.8K - $12.6K
|
42.9K
$3.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-200- 5.17% |
$12.1K - $12.8K
|
3.67K
$269K
|
|
|
Aug 07, 2023
Q2 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-200- 0.77% |
$12.1K - $12.8K
|
25.8K
$1.89M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-238- 6.91% |
$14.3K - $15.3K
|
3.21K
$235K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-239- 0.3% |
$14.4K - $15.4K
|
80.2K
$5.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-247- 6.0% |
$14.9K - $15.9K
|
3.87K
$284K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-248- 2.21% |
$14.9K - $15.9K
|
11K
$803K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-248- 7.18% |
$14.9K - $15.9K
|
3.21K
$235K
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-250- 6.84% |
$15.1K - $16.1K
|
3.4K
$250K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-281- 2.02% |
$16.9K - $18.1K
|
13.7K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-282- 2.61% |
$17K - $18.1K
|
10.5K
$773K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-299- 2.53% |
$18K - $19.2K
|
11.5K
$845K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-314- 32.4% |
$18.9K - $20.2K
|
655
$48K
|
|
|
Jul 25, 2023
Q2 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-322- 3.38% |
$19.4K - $20.7K
|
9.19K
$674K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-327- 1.51% |
$19.7K - $21K
|
21.3K
$1.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-332- 6.39% |
$20K - $21.3K
|
4.86K
$356K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-344- 2.9% |
$20.7K - $22.1K
|
11.5K
$844K
|
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-376- 0.38% |
$22.7K - $24.2K
|
97.8K
$7.17M
|