Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.33K- 18.59% |
$254K - $277K
|
19K
$1.36M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-4.37K- 19.16% |
$257K - $280K
|
18.4K
$1.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.75K- 65.46% |
$279K - $305K
|
2.51K
$181K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-4.85K- 1.97% |
$285K - $311K
|
241K
$17.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-5.07K- 22.07% |
$298K - $325K
|
17.9K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-5.28K- 44.27% |
$310K - $338K
|
6.64K
$478K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.35K- 1.81% |
$314K - $343K
|
289K
$20.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.37K- 27.7% |
$315K - $344K
|
14K
$1.01M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-5.43K- 4.7% |
$319K - $348K
|
110K
$7.92M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-5.45K- 27.26% |
$320K - $349K
|
14.5K
$1.05M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-5.56K- 26.12% |
$327K - $356K
|
15.7K
$1.13M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.67K- 37.63% |
$333K - $363K
|
9.39K
$676K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-5.86K- 4.79% |
$345K - $376K
|
116K
$8.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
SELL
|
- |
-5.9K- 8.75% |
$347K - $378K
|
61.5K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-6.04K- 21.75% |
$355K - $387K
|
21.7K
$1.56M
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-6.14K- 28.02% |
$361K - $393K
|
15.8K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.34K- 6.21% |
$373K - $407K
|
95.8K
$6.9M
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.39K- 1.56% |
$376K - $410K
|
403K
$29M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.85K- 13.32% |
$402K - $439K
|
44.5K
$3.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.97K- 15.74% |
$410K - $447K
|
37.3K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-7.03K- 14.56% |
$413K - $451K
|
41.3K
$2.97M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-7.05K- 1.69% |
$415K - $452K
|
411K
$29.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-7.2K- 15.65% |
$423K - $461K
|
38.8K
$2.79M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.61K- 19.89% |
$447K - $487K
|
30.6K
$2.2M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-7.67K- 39.54% |
$451K - $492K
|
11.7K
$844K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-7.73K- 32.41% |
$454K - $495K
|
16.1K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.97K- 5.1% |
$469K - $511K
|
148K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-8.12K- 68.14% |
$477K - $520K
|
3.8K
$273K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-8.5K- 11.99% |
$500K - $545K
|
62.4K
$4.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.64K- 25.85% |
$508K - $554K
|
24.8K
$1.78M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-8.66K- 25.57% |
$509K - $555K
|
25.2K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.7K- 10.36% |
$511K - $557K
|
75.2K
$5.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-9.02K- 9.53% |
$530K - $578K
|
85.6K
$6.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.05K- 6.26% |
$532K - $580K
|
136K
$9.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.05K- 2.39% |
$532K - $580K
|
370K
$26.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.18K- 25.09% |
$540K - $588K
|
27.4K
$1.97M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-9.4K- 17.8% |
$553K - $602K
|
43.4K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-9.56K- 24.3% |
$562K - $612K
|
29.8K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-10K- 11.64% |
$588K - $641K
|
75.9K
$5.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-10.1K- 6.11% |
$591K - $645K
|
155K
$11.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10.4K- 39.43% |
$612K - $667K
|
16K
$1.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-10.9K- 89.32% |
$638K - $696K
|
1.3K
$93.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.2K- 3.17% |
$658K - $717K
|
342K
$24.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-11.3K- 75.37% |
$664K - $724K
|
3.69K
$266K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-11.6K- 11.04% |
$682K - $743K
|
93.4K
$6.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-11.7K- 1.15% |
$688K - $750K
|
1M
$72.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-12K- 25.78% |
$704K - $768K
|
34.5K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12.3K- 6.51% |
$725K - $791K
|
177K
$12.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-14.1K- 41.3% |
$830K - $905K
|
20.1K
$1.45M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-14.6K- 6.33% |
$858K - $935K
|
216K
$15.5M
|