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 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-294- 2.86% |
$17.3K - $18.8K
|
9.98K
$718K
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-300- 1.0% |
$17.6K - $19.2K
|
29.8K
$2.15M
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-300- 9.01% |
$17.6K - $19.2K
|
3.03K
$218K
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-302- 0.78% |
$17.8K - $19.4K
|
38.5K
$2.77M
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-309- 50.82% |
$18.2K - $19.8K
|
299
$21.5K
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-315- 5.25% |
$18.5K - $20.2K
|
5.69K
$410K
|
|
Oct 18, 2023
Q3 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-326- 0.78% |
$19.2K - $20.9K
|
41.5K
$2.99M
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-327- 6.73% |
$19.2K - $21K
|
4.53K
$326K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-333- 6.08% |
$19.6K - $21.3K
|
5.14K
$370K
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-334- 4.77% |
$19.6K - $21.4K
|
6.68K
$481K
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-340- 6.36% |
$20K - $21.8K
|
5.01K
$361K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-356- 9.2% |
$20.9K - $22.8K
|
3.51K
$253K
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-361- 4.33% |
$21.2K - $23.1K
|
7.98K
$574K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-367- 7.79% |
$21.6K - $23.5K
|
4.34K
$313K
|
|
Nov 15, 2023
Q3 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-381- 5.26% |
$22.4K - $24.4K
|
6.86K
$494K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-381- 5.49% |
$22.4K - $24.4K
|
6.56K
$472K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-400- 4.87% |
$23.5K - $25.6K
|
7.81K
$562K
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-400- 4.6% |
$23.5K - $25.6K
|
8.29K
$597K
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-402- 4.59% |
$23.6K - $25.8K
|
8.36K
$602K
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
SELL
|
- |
-407- 0.93% |
$23.9K - $26.1K
|
43.4K
$3.12M
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-432- 3.16% |
$25.4K - $27.7K
|
13.2K
$952K
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-432- 9.09% |
$25.4K - $27.7K
|
4.32K
$311K
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-435- 0.57% |
$25.6K - $27.9K
|
76.2K
$5.49M
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-465- 2.05% |
$27.3K - $29.8K
|
22.2K
$1.6M
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-468- 2.79% |
$27.5K - $30K
|
16.3K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-470- 4.95% |
$27.6K - $30.1K
|
9.02K
$650K
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-476- 8.89% |
$28K - $30.5K
|
4.88K
$351K
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-496- 7.6% |
$29.2K - $31.8K
|
6.03K
$434K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-500- 2.37% |
$29.4K - $32K
|
20.6K
$1.48M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-505- 5.72% |
$29.7K - $32.4K
|
8.33K
$600K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-514- 9.5% |
$30.2K - $32.9K
|
4.9K
$353K
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-527- 2.84% |
$31K - $33.8K
|
18K
$1.3M
|
|
Nov 15, 2023
Q3 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-532- 0.99% |
$31.3K - $34.1K
|
53.4K
$3.85M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-550- 1.56% |
$32.3K - $35.3K
|
34.7K
$2.49M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-570- 11.98% |
$33.5K - $36.5K
|
4.19K
$301K
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-572- 12.04% |
$33.6K - $36.7K
|
4.18K
$301K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-575- 0.74% |
$33.8K - $36.9K
|
76.6K
$5.52M
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-593- 1.44% |
$34.9K - $38K
|
40.5K
$2.92M
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-597- 1.3% |
$35.1K - $38.3K
|
45.4K
$3.27M
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-597- 1.3% |
$35.1K - $38.3K
|
45.4K
$3.27M
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-600- 10.65% |
$35.3K - $38.5K
|
5.04K
$363K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-605- 1.76% |
$35.6K - $38.8K
|
33.8K
$2.43M
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-630- 1.7% |
$37K - $40.4K
|
36.5K
$2.63M
|
|
Oct 17, 2023
Q3 2023
|
Cross Staff Investments Inc
|
SELL
|
- |
-632- 10.01% |
$37.2K - $40.5K
|
5.68K
$409K
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-655- 6.09% |
$38.5K - $42K
|
10.1K
$728K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-665- 15.12% |
$39.1K - $42.6K
|
3.73K
$269K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-670- 13.33% |
$39.4K - $42.9K
|
4.36K
$314K
|
|
Oct 18, 2023
Q3 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-671- 5.33% |
$39.4K - $43K
|
11.9K
$858K
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-688- 12.13% |
$40.4K - $44.1K
|
4.98K
$359K
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-704- 2.0% |
$41.4K - $45.1K
|
34.6K
$2.49M
|