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 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
29+ 0.47% |
$1.7K - $1.86K
|
6.17K
$444K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.63% |
$1.47K - $1.6K
|
4K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
24+ 0.58% |
$1.41K - $1.54K
|
4.16K
$299K
|
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
23+ 0.07% |
$1.35K - $1.47K
|
31.6K
$2.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
21+ 0.61% |
$1.23K - $1.35K
|
3.49K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21+ 0.83% |
$1.23K - $1.35K
|
2.54K
$183K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
21+ 0.52% |
$1.23K - $1.35K
|
4.04K
$291K
|
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
20+ 0.19% |
$1.18K - $1.28K
|
10.7K
$771K
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
19+ 0.46% |
$1.12K - $1.22K
|
4.13K
$297K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
19+ 0.38% |
$1.12K - $1.22K
|
4.96K
$357K
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
17+ 1.12% |
$999 - $1.09K
|
1.54K
$111K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
15+ 22.39% |
$882 - $961
|
82
$5.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.28% |
$823 - $897
|
5.04K
$363K
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
14+ 0.09% |
$823 - $897
|
16K
$1.15M
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.34% |
$705 - $769
|
3.56K
$256K
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
12+ 0.2% |
$705 - $769
|
5.9K
$424K
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
10+ 0.15% |
$588 - $641
|
6.56K
$472K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
10+ 0.4% |
$588 - $641
|
2.51K
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
9+ 0.11% |
$529 - $577
|
8.05K
$580K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9+ 0.1% |
$529 - $577
|
9.2K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.67% |
$470 - $513
|
1.2K
$86.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
8+ 0.06% |
$470 - $513
|
13K
$936K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
8+ 0.44% |
$470 - $513
|
1.84K
$133K
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
7+ 0.16% |
$412 - $449
|
4.28K
$308K
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
7+ 0.15% |
$412 - $449
|
4.67K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7+ 0.01% |
$412 - $449
|
79K
$5.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
6+ 1.26% |
$353 - $385
|
482
$34.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$294 - $321
|
5
$360
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
4+ 0.1% |
$235 - $256
|
3.92K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4+ 0.06% |
$235 - $256
|
7.28K
$524K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.67% |
$176 - $192
|
448
$32.3K
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3+ 0.01% |
$176 - $192
|
35.5K
$2.56M
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
2+ 0.01% |
$118 - $128
|
14.9K
$1.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.31% |
$118 - $128
|
657
$47.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.82% |
$58.8 - $64.1
|
123
$8.85K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 1.47% |
$58.8 - $64.1
|
69
$4.97K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1+ 0.03% |
$58.8 - $64.1
|
3.51K
$253K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.03% |
$58.8 - $64.1
|
3.81K
$274K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.5% |
$58.8 - $64.1
|
201
$14.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1+ 0.01% |
$58.8 - $64.1
|
6.88K
$495K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 5.56% |
$58.8 - $64.1
|
19
$1.37K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.01% |
$58.8 - $64.1
|
7.26K
$523K
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1- 0.61% |
$58.8 - $64.1
|
162
$11.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 0.01% |
$58.8 - $64.1
|
10.1K
$729K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
SELL
|
- |
-1- 0.01% |
$58.8 - $64.1
|
7.53K
$542K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$58.8 - $64.1
|
10.1K
$729K
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-2- 0.04% |
$118 - $128
|
4.7K
$338K
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-9- 0.25% |
$529 - $577
|
3.58K
$258K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-11- 0.07% |
$647 - $705
|
16.3K
$1.18M
|