Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
8.56KNew |
$523K - $588K
|
8.56K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.18K+ 113.7% |
$499K - $561K
|
15.4K
$1.09M
|
|
|
Jun 01, 2022
Q4 2021
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.84KNew |
$479K - $538K
|
7.84K
$559K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.45KNew |
$455K - $511K
|
7.45K
$531K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.85K+ 7.5% |
$418K - $470K
|
98.1K
$6.99M
|
|
|
Feb 07, 2022
Q4 2021
|
Cross Staff Investments Inc
|
BUY
|
- |
6.73KNew |
$411K - $462K
|
6.73K
$480K
|
|
|
Feb 10, 2022
Q4 2021
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
6.67KNew |
$408K - $458K
|
6.67K
$476K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.67KNew |
$407K - $458K
|
6.67K
$475K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.63K+ 9.07% |
$405K - $455K
|
79.6K
$5.68M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.54KNew |
$399K - $449K
|
6.54K
$466K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
6.46KNew |
$394K - $443K
|
6.46K
$460K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
6.42K+ 1.93% |
$392K - $441K
|
340K
$24.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.33KNew |
$386K - $434K
|
6.33K
$451K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.31K+ 0.81% |
$385K - $433K
|
787K
$56.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
6.06KNew |
$370K - $416K
|
6.06K
$432K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
6.04K+ 1.17% |
$369K - $414K
|
523K
$37.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Door Asset Management, LLC
Stamford, CT |
BUY
|
- |
6KNew |
$366K - $412K
|
6K
$428K
|
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
5.98KNew |
$365K - $410K
|
5.98K
$426K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
5.94KNew |
$363K - $408K
|
5.94K
$423K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.86KNew |
$358K - $402K
|
5.86K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.8K+ 13.1% |
$354K - $398K
|
50.1K
$3.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.73KNew |
$350K - $393K
|
5.73K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
5.7KNew |
$348K - $391K
|
5.7K
$406K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.45KNew |
$333K - $374K
|
5.45K
$389K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.35K+ 3.79% |
$326K - $367K
|
146K
$10.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Gw Henssler & Associates LTD
|
BUY
|
- |
5.25KNew |
$321K - $360K
|
5.25K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.14KNew |
$314K - $353K
|
5.14K
$366K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.07K+ 81.52% |
$310K - $348K
|
11.3K
$805K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
4.95K+ 4945.0% |
$302K - $339K
|
5.05K
$360K
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
4.92KNew |
$300K - $338K
|
4.92K
$350K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.85KNew |
$296K - $333K
|
4.85K
$346K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.78KNew |
$292K - $328K
|
4.78K
$341K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.77KNew |
$291K - $327K
|
4.77K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.76KNew |
$291K - $327K
|
4.76K
$339K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
4.75K+ 4.49% |
$290K - $326K
|
110K
$7.87M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.53K+ 6.93% |
$277K - $311K
|
69.9K
$4.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.53KNew |
$277K - $311K
|
4.53K
$323K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
4.52K+ 212.35% |
$276K - $310K
|
6.65K
$474K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.41KNew |
$269K - $302K
|
4.41K
$314K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
4.4K+ 43.74% |
$269K - $302K
|
14.4K
$1.03M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
4.23KNew |
$258K - $290K
|
4.23K
$301K
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.19K+ 29.86% |
$256K - $288K
|
18.2K
$1.3M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$250K - $281K
|
4.09K
$292K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.89K+ 7.78% |
$237K - $267K
|
53.8K
$3.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.84KNew |
$235K - $264K
|
3.84K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
3.8KNew |
$232K - $261K
|
3.8K
$271K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.68K+ 5.99% |
$225K - $252K
|
65K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.66KNew |
$223K - $251K
|
3.66K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.57K+ 11.37% |
$218K - $245K
|
35K
$2.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Peterson Wealth Management
|
BUY
|
- |
3.54K+ 6.5% |
$216K - $243K
|
58K
$4.14M
|