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 |
---|---|---|---|---|---|---|---|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
3.51K+ 102.39% |
$207K - $225K
|
6.94K
$500K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.48K+ 22.39% |
$204K - $223K
|
19K
$1.37M
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
3.43K+ 23.74% |
$201K - $220K
|
17.9K
$1.29M
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.4KNew |
$200K - $218K
|
3.4K
$245K
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.29KNew |
$193K - $211K
|
3.29K
$237K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.24K+ 139.38% |
$191K - $208K
|
5.57K
$401K
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.11K+ 6.32% |
$183K - $199K
|
52.3K
$3.77M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
3.08K+ 1207.45% |
$181K - $197K
|
3.33K
$240K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.05K+ 34.39% |
$179K - $196K
|
11.9K
$858K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.85K+ 7.64% |
$168K - $183K
|
40.2K
$2.89M
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
2.64K+ 2.27% |
$155K - $169K
|
119K
$8.58M
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.6K+ 38.75% |
$153K - $167K
|
9.32K
$671K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.5KNew |
$147K - $160K
|
2.5K
$180K
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.5K+ 9.37% |
$147K - $160K
|
29.1K
$2.1M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.31K+ 12.13% |
$136K - $148K
|
21.4K
$1.54M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.16K+ 0.6% |
$127K - $138K
|
365K
$26.3M
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
2.14K+ 8.05% |
$126K - $137K
|
28.7K
$2.07M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.77K+ 35.76% |
$104K - $113K
|
6.7K
$482K
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 10.19% |
$98.6K - $108K
|
18.1K
$1.31M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.67K+ 13.86% |
$97.9K - $107K
|
13.7K
$985K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.63K+ 0.91% |
$95.6K - $104K
|
179K
$12.9M
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 43.04% |
$88.5K - $96.5K
|
5.01K
$360K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.39K+ 7.05% |
$81.5K - $88.8K
|
21K
$1.51M
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.33KNew |
$78.2K - $85.3K
|
1.33K
$95.8K
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
1.3K+ 11.11% |
$76.6K - $83.5K
|
13K
$938K
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1.28K+ 1.42% |
$75.4K - $82.2K
|
91.8K
$6.61M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.28K+ 5.37% |
$75.1K - $81.9K
|
25.1K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.24K+ 38.97% |
$72.8K - $79.4K
|
4.42K
$318K
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.19K+ 1.62% |
$70.2K - $76.5K
|
75K
$5.4M
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.06K+ 25.29% |
$62.1K - $67.8K
|
5.24K
$377K
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.04K+ 20.91% |
$61.1K - $66.7K
|
6.01K
$433K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1K+ 1.48% |
$59K - $64.3K
|
68.6K
$4.94M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
998+ 73.93% |
$58.7K - $64K
|
2.35K
$169K
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
926+ 5.98% |
$54.4K - $59.4K
|
16.4K
$1.18M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
905+ 0.33% |
$53.2K - $58K
|
276K
$19.9M
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
876New |
$51.5K - $56.2K
|
876
$63.1K
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
790+ 9.09% |
$46.4K - $50.6K
|
9.48K
$682K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
784+ 3.37% |
$46.1K - $50.3K
|
24.1K
$1.73M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
770+ 4.22% |
$45.3K - $49.4K
|
19K
$1.37M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
753+ 4.93% |
$44.3K - $48.3K
|
16K
$1.15M
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
750+ 2.8% |
$44.1K - $48.1K
|
27.5K
$1.98M
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
744+ 6.98% |
$43.7K - $47.7K
|
11.4K
$820K
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
740+ 32.2% |
$43.5K - $47.4K
|
3.04K
$219K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
721+ 6.0% |
$42.4K - $46.2K
|
12.7K
$917K
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
701+ 5.35% |
$41.2K - $44.9K
|
13.8K
$994K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
699+ 1.84% |
$41.1K - $44.8K
|
38.7K
$2.79M
|
|
Oct 10, 2023
Q3 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
687+ 0.65% |
$40.4K - $44K
|
106K
$7.66M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
651+ 5.84% |
$38.3K - $41.7K
|
11.8K
$849K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
618New |
$36.3K - $39.6K
|
618
$44.5K
|
|
Nov 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
598+ 11.33% |
$35.2K - $38.3K
|
5.87K
$423K
|