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 20, 2023
Q3 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-708- 12.02% |
$41.6K - $45.4K
|
5.18K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-745- 2.17% |
$43.8K - $47.8K
|
33.5K
$2.41M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-747- 5.51% |
$43.9K - $47.9K
|
12.8K
$922K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-748- 2.67% |
$44K - $47.9K
|
27.3K
$1.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-754- 7.01% |
$44.3K - $48.3K
|
10K
$720K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-765- 2.29% |
$45K - $49K
|
32.7K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-771- 0.69% |
$45.3K - $49.4K
|
112K
$8.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-779- 3.16% |
$45.8K - $49.9K
|
23.9K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-782- 24.11% |
$46K - $50.1K
|
2.46K
$177K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-785- 29.27% |
$46.2K - $50.3K
|
1.9K
$137K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-828- 2.21% |
$48.7K - $53.1K
|
36.6K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-829- 3.2% |
$48.7K - $53.1K
|
25.1K
$1.81M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-851- 7.39% |
$50K - $54.5K
|
10.7K
$768K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-859- 8.83% |
$50.5K - $55.1K
|
8.87K
$638K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-875- 2.21% |
$51.4K - $56.1K
|
38.7K
$2.78M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-902- 2.1% |
$53K - $57.8K
|
42.1K
$3.03M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-923- 14.33% |
$54.3K - $59.2K
|
5.52K
$397K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-938- 1.74% |
$55.1K - $60.1K
|
53K
$3.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-939- 2.46% |
$55.2K - $60.2K
|
37.3K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-981- 2.7% |
$57.7K - $62.9K
|
35.4K
$2.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Tufton Capital Management
|
SELL
|
- |
-1K- 19.46% |
$58.8K - $64.1K
|
4.14K
$298K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1K- 18.17% |
$58.8K - $64.1K
|
4.5K
$324K
|
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-1K- 1.78% |
$58.8K - $64.1K
|
55.3K
$3.98M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 28.92% |
$59.3K - $64.7K
|
2.48K
$179K
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.03K- 6.39% |
$60.4K - $65.9K
|
15.1K
$1.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.06K- 3.63% |
$62.4K - $68.1K
|
28.2K
$2.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-1.1K- 1.25% |
$64.4K - $70.2K
|
86.4K
$6.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.1K- 4.49% |
$64.7K - $70.6K
|
23.4K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.11K- 42.16% |
$65.1K - $71K
|
1.52K
$109K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.13K- 13.35% |
$66.4K - $72.4K
|
7.34K
$528K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.16K- 21.78% |
$67.9K - $74K
|
4.15K
$299K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.16K- 25.43% |
$68.4K - $74.5K
|
3.41K
$245K
|
|
|
Oct 25, 2023
Q3 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.2K- 3.45% |
$70.4K - $76.8K
|
33.5K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1.2K- 2.29% |
$70.5K - $76.9K
|
51.1K
$3.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-1.27K- 26.1% |
$74.8K - $81.5K
|
3.6K
$259K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-1.31K- 3.21% |
$77K - $84K
|
39.4K
$2.84M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.34K- 4.13% |
$78.8K - $85.9K
|
31.1K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 3.55% |
$80.4K - $87.6K
|
37.2K
$2.68M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.37K- 2.68% |
$80.5K - $87.8K
|
49.7K
$3.58M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.41K- 4.97% |
$82.8K - $90.3K
|
26.9K
$1.94M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.41K- 10.53% |
$83.1K - $90.6K
|
12K
$864K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.44K- 9.56% |
$84.4K - $92K
|
13.6K
$978K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.44K- 7.17% |
$84.6K - $92.2K
|
18.6K
$1.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.45K- 4.32% |
$85K - $92.6K
|
32K
$2.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.48K- 14.94% |
$86.7K - $94.5K
|
8.4K
$604K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.55K- 3.52% |
$91K - $99.2K
|
42.4K
$3.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.56K- 6.86% |
$91.7K - $100K
|
21.2K
$1.53M
|
|
|
Jun 25, 2024
Q3 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.6K- 13.27% |
$94.1K - $103K
|
10.5K
$753K
|
|
|
Nov 13, 2023
Q3 2023
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-1.62K- 9.21% |
$95.3K - $104K
|
16K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.63K- 3.78% |
$95.8K - $104K
|
41.4K
$2.98M
|