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 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
594+ 12.46% |
$34.9K - $38.1K
|
5.36K
$386K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
586+ 0.59% |
$34.5K - $37.6K
|
101K
$7.24M
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
548New |
$32.2K - $35.1K
|
548
$39.5K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
518+ 0.56% |
$30.5K - $33.2K
|
93.5K
$6.73M
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
507+ 8.65% |
$29.8K - $32.5K
|
6.37K
$458K
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
500+ 98.43% |
$29.4K - $32K
|
1.01K
$72.6K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
500+ 2.36% |
$29.4K - $32K
|
21.7K
$1.56M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
442+ 0.39% |
$26K - $28.3K
|
113K
$8.1M
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
432+ 9.03% |
$25.4K - $27.7K
|
5.21K
$375K
|
|
Oct 18, 2023
Q3 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
411+ 0.36% |
$24.2K - $26.3K
|
115K
$8.26M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
406+ 7.31% |
$23.9K - $26K
|
5.96K
$429K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
377+ 0.92% |
$22.2K - $24.2K
|
41.4K
$2.98M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
368+ 0.91% |
$21.6K - $23.6K
|
40.9K
$2.95M
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
BUY
|
- |
367+ 7.5% |
$21.6K - $23.5K
|
5.26K
$379K
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
337+ 1.97% |
$19.8K - $21.6K
|
17.4K
$1.25M
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
330New |
$19.4K - $21.2K
|
330
$23.8K
|
|
Nov 01, 2023
Q3 2023
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
321+ 0.42% |
$18.9K - $20.6K
|
77.4K
$5.57M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
247+ 5.03% |
$14.5K - $15.8K
|
5.16K
$371K
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
241+ 2.98% |
$14.2K - $15.4K
|
8.32K
$599K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
236+ 2.24% |
$13.9K - $15.1K
|
10.8K
$776K
|
|
Oct 10, 2023
Q3 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
205+ 0.8% |
$12.1K - $13.1K
|
26K
$1.87M
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
201+ 1.01% |
$11.8K - $12.9K
|
20.1K
$1.45M
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
200+ 2.2% |
$11.8K - $12.8K
|
9.28K
$668K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
198New |
$11.6K - $12.7K
|
198
$14.3K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
197+ 1.71% |
$11.6K - $12.6K
|
11.7K
$844K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
191+ 3.73% |
$11.2K - $12.2K
|
5.32K
$383K
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
190+ 0.28% |
$11.2K - $12.2K
|
67.7K
$4.88M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
180+ 4.85% |
$10.6K - $11.5K
|
3.89K
$280K
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
176+ 1.35% |
$10.3K - $11.3K
|
13.2K
$948K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
175+ 0.98% |
$10.3K - $11.2K
|
18K
$1.29M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
170+ 4.98% |
$9.99K - $10.9K
|
3.59K
$258K
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
139New |
$8.17K - $8.91K
|
139
$10K
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
112+ 0.39% |
$6.58K - $7.18K
|
28.7K
$2.06M
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
111+ 0.16% |
$6.53K - $7.12K
|
69.9K
$5.03M
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
93+ 0.39% |
$5.47K - $5.96K
|
23.7K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
92+ 0.85% |
$5.41K - $5.9K
|
10.9K
$788K
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
86+ 0.64% |
$5.06K - $5.51K
|
13.5K
$970K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
83+ 1.47% |
$4.88K - $5.32K
|
5.75K
$414K
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
80+ 2.22% |
$4.7K - $5.13K
|
3.69K
$266K
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
78+ 1.1% |
$4.59K - $5K
|
7.18K
$517K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.24% |
$4.29K - $4.68K
|
30.6K
$2.2M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.33% |
$3.94K - $4.29K
|
20.5K
$1.48M
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
60+ 0.5% |
$3.53K - $3.85K
|
12.1K
$875K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
56New |
$3.29K - $3.59K
|
56
$4.03K
|
|
Oct 24, 2023
Q3 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
53+ 0.65% |
$3.12K - $3.4K
|
8.18K
$589K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
48+ 0.6% |
$2.82K - $3.08K
|
8.04K
$579K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
47New |
$2.76K - $3.01K
|
47
$3.38K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
36+ 128.57% |
$2.12K - $2.31K
|
64
$4.61K
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.52% |
$1.76K - $1.92K
|
5.83K
$419K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.3% |
$1.7K - $1.86K
|
9.54K
$687K
|