Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.5KNew |
$151K - $167K
|
2.5K
$162K
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.43K+ 1.25% |
$147K - $163K
|
197K
$12.8M
|
|
Oct 18, 2022
Q3 2022
|
Genworth Financial Inc
|
BUY
|
- |
2.38K+ 0.54% |
$144K - $160K
|
442K
$28.7M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.37K+ 29.21% |
$144K - $159K
|
10.5K
$681K
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
2.35K+ 4.39% |
$142K - $157K
|
55.8K
$3.63M
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
2.29K+ 5.43% |
$139K - $153K
|
44.4K
$2.89M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.22K+ 6.23% |
$134K - $148K
|
37.8K
$2.45M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.17K+ 52.3% |
$132K - $146K
|
6.33K
$411K
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
2.14K+ 1.34% |
$130K - $143K
|
162K
$10.5M
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.09K+ 9.92% |
$127K - $140K
|
23.1K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.72K+ 27.06% |
$104K - $115K
|
8.05K
$523K
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.65K+ 46.97% |
$99.8K - $110K
|
5.15K
$334K
|
|
Oct 17, 2022
Q3 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.62K+ 18.67% |
$98.3K - $109K
|
10.3K
$669K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.6K+ 3.74% |
$96.8K - $107K
|
44.3K
$2.88M
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
1.46K+ 3.84% |
$88.6K - $97.9K
|
39.5K
$2.57M
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
BUY
|
- |
1.4K+ 1.18% |
$84.9K - $93.8K
|
120K
$7.79M
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.32K+ 22.2% |
$79.9K - $88.3K
|
7.25K
$471K
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.32K+ 8.43% |
$79.8K - $88.2K
|
16.9K
$1.1M
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.3K+ 27.91% |
$78.9K - $87.2K
|
5.96K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.26K+ 2.79% |
$76.1K - $84.1K
|
46.2K
$3M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.22K+ 2.85% |
$73.9K - $81.7K
|
44K
$2.86M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.12K+ 1.92% |
$67.9K - $75K
|
59.4K
$3.86M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$60.7K - $67K
|
1K
$65K
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
984+ 4.15% |
$59.7K - $66K
|
24.7K
$1.61M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
981+ 0.31% |
$59.5K - $65.8K
|
322K
$20.9M
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
965+ 12.32% |
$58.5K - $64.7K
|
8.8K
$571K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
962+ 2.71% |
$58.4K - $64.5K
|
36.4K
$2.37M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
958+ 10.39% |
$58.1K - $64.2K
|
10.2K
$661K
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
955New |
$57.9K - $64K
|
955
$62K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
946New |
$57.4K - $63.4K
|
946
$61.4K
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
940+ 18.84% |
$57K - $63K
|
5.93K
$385K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
916+ 2.66% |
$55.6K - $61.4K
|
35.3K
$2.3M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
897+ 11.49% |
$54.4K - $60.1K
|
8.71K
$566K
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
882+ 6.93% |
$53.5K - $59.1K
|
13.6K
$884K
|
|
Nov 03, 2022
Q3 2022
|
Schaeffer Financial LLC
|
BUY
|
- |
876+ 1.02% |
$53.1K - $58.7K
|
86.5K
$5.62M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
819+ 4.99% |
$49.7K - $54.9K
|
17.2K
$1.12M
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
795+ 10.56% |
$48.2K - $53.3K
|
8.33K
$541K
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
785+ 4.15% |
$47.6K - $52.6K
|
19.7K
$1.28M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
738+ 10.91% |
$44.8K - $49.5K
|
7.5K
$487K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
686+ 56.05% |
$41.6K - $46K
|
1.91K
$124K
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
661+ 13.93% |
$40.1K - $44.3K
|
5.41K
$351K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
649+ 3.74% |
$39.4K - $43.5K
|
18K
$1.17M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
646+ 0.63% |
$39.2K - $43.3K
|
103K
$6.71M
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
640New |
$38.8K - $42.9K
|
640
$41.6K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
619+ 0.47% |
$37.5K - $41.5K
|
134K
$8.67M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
600New |
$36.4K - $40.2K
|
600
$39K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
562New |
$34.1K - $37.7K
|
562
$36.5K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
558+ 1.72% |
$33.8K - $37.4K
|
33K
$2.14M
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
546+ 0.46% |
$33.1K - $36.6K
|
120K
$7.82M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
516+ 0.06% |
$31.3K - $34.6K
|
797K
$51.7M
|