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 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 6.18% |
$75.8K - $80.7K
|
19.1K
$1.37M
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.28K- 20.77% |
$77K - $82.1K
|
4.87K
$351K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 5.13% |
$77.5K - $82.6K
|
23.8K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.29K- 4.61% |
$78K - $83.1K
|
26.8K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-1.3K- 15.63% |
$78.2K - $83.4K
|
7.01K
$505K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.35K- 3.87% |
$81.1K - $86.4K
|
33.4K
$2.41M
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.37K- 3.48% |
$82.5K - $87.9K
|
38K
$2.74M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.41K- 8.59% |
$84.9K - $90.4K
|
15K
$1.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.41K- 8.66% |
$85.1K - $90.6K
|
14.9K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-1.42K- 1.21% |
$85.5K - $91.1K
|
116K
$8.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.45K- 1.01% |
$87.3K - $93K
|
142K
$10.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.46K- 4.62% |
$88K - $93.8K
|
30.2K
$2.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.54K- 3.47% |
$92.5K - $98.6K
|
42.8K
$3.08M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-1.54K- 7.17% |
$92.6K - $98.7K
|
19.9K
$1.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.54K- 12.12% |
$92.7K - $98.7K
|
11.1K
$803K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.55K- 2.87% |
$93.1K - $99.3K
|
52.3K
$3.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-1.55K- 21.82% |
$93.4K - $99.6K
|
5.56K
$400K
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-1.56K- 17.16% |
$94K - $100K
|
7.53K
$542K
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.56K- 4.35% |
$94.2K - $100K
|
34.4K
$2.48M
|
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.58K- 2.91% |
$95.4K - $102K
|
52.8K
$3.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.59K- 14.35% |
$95.8K - $102K
|
9.49K
$683K
|
|
|
Aug 04, 2023
Q2 2023
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-1.65K- 5.42% |
$99.6K - $106K
|
28.8K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.68K- 1.16% |
$102K - $108K
|
144K
$10.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.71K- 4.56% |
$103K - $110K
|
35.8K
$2.58M
|
|
|
Jul 07, 2023
Q2 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.72K- 5.56% |
$104K - $110K
|
29.2K
$2.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.83K- 26.49% |
$110K - $118K
|
5.09K
$366K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.87K- 29.38% |
$113K - $120K
|
4.49K
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-1.88K- 32.49% |
$113K - $121K
|
3.91K
$282K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.94K- 13.92% |
$117K - $125K
|
12K
$865K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.94K- 88.8% |
$117K - $125K
|
245
$17.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2K- 5.38% |
$121K - $128K
|
35.2K
$2.53M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.06K- 9.21% |
$124K - $132K
|
20.3K
$1.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.1K- 3.95% |
$127K - $135K
|
51.1K
$3.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.13K- 4.98% |
$128K - $137K
|
40.5K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.15K- 5.54% |
$129K - $138K
|
36.6K
$2.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-2.19K- 31.38% |
$132K - $140K
|
4.78K
$344K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-2.3K- 35.05% |
$139K - $148K
|
4.26K
$307K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-2.4K- 29.89% |
$145K - $154K
|
5.62K
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-2.52K- 12.01% |
$152K - $162K
|
18.5K
$1.33M
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2.58K- 2.17% |
$156K - $166K
|
116K
$8.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-2.59K- 82.81% |
$156K - $166K
|
537
$38.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.65K- 95.11% |
$160K - $170K
|
136
$9.79K
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.67K- 7.23% |
$161K - $171K
|
34.2K
$2.46M
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.73K- 6.97% |
$164K - $175K
|
36.4K
$2.62M
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.82K- 11.01% |
$170K - $181K
|
22.8K
$1.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.83K- 6.16% |
$171K - $182K
|
43.1K
$3.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.83K- 22.28% |
$171K - $182K
|
9.87K
$711K
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-2.97K- 19.7% |
$179K - $191K
|
12.1K
$870K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-3K- 30.0% |
$181K - $193K
|
7K
$504K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-3.12K- 7.71% |
$188K - $200K
|
37.3K
$2.69M
|