Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
623+ 3.6% |
$38K - $40.7K
|
17.9K
$1.16M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
617+ 599.03% |
$37.6K - $40.3K
|
720
$46.8K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
608+ 1.74% |
$37.1K - $39.7K
|
35.5K
$2.3M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
590New |
$36K - $38.6K
|
590
$38.3K
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
586+ 11.38% |
$35.8K - $38.3K
|
5.74K
$373K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
574New |
$35K - $37.5K
|
574
$37.3K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
568+ 6.84% |
$34.7K - $37.1K
|
8.87K
$576K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
535+ 0.47% |
$32.6K - $35K
|
113K
$7.36M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
530+ 2.11% |
$32.3K - $34.6K
|
25.7K
$1.67M
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
516+ 10.01% |
$31.5K - $33.7K
|
5.67K
$368K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
509+ 9.48% |
$31.1K - $33.3K
|
5.88K
$382K
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
497+ 7.0% |
$30.3K - $32.5K
|
7.6K
$494K
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
490+ 1.53% |
$29.9K - $32K
|
32.5K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
478+ 0.83% |
$29.2K - $31.2K
|
58.1K
$3.77M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
472+ 3.15% |
$28.8K - $30.8K
|
15.4K
$1M
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
444New |
$27.1K - $29K
|
444
$28.8K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
430New |
$26.2K - $28.1K
|
430
$27.9K
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
429+ 5.94% |
$26.2K - $28K
|
7.65K
$497K
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
424+ 9.05% |
$25.9K - $27.7K
|
5.11K
$332K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
422+ 0.99% |
$25.8K - $27.6K
|
43.1K
$2.8M
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
416+ 41.6% |
$25.4K - $27.2K
|
1.42K
$92K
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
404+ 0.25% |
$24.7K - $26.4K
|
162K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
395+ 3.88% |
$24.1K - $25.8K
|
10.6K
$687K
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
376+ 2.99% |
$22.9K - $24.6K
|
13K
$842K
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
345+ 3.35% |
$21.1K - $22.5K
|
10.6K
$692K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335New |
$20.4K - $21.9K
|
335
$21.8K
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
331+ 2.19% |
$20.2K - $21.6K
|
15.4K
$1M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
294New |
$17.9K - $19.2K
|
294
$19.1K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
294+ 6.5% |
$17.9K - $19.2K
|
4.82K
$313K
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
267+ 0.35% |
$16.3K - $17.5K
|
76.5K
$4.97M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
267+ 0.79% |
$16.3K - $17.5K
|
33.9K
$2.2M
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
253+ 1.29% |
$15.4K - $16.5K
|
19.9K
$1.29M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
245New |
$14.9K - $16K
|
245
$15.9K
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
239+ 3.19% |
$14.6K - $15.6K
|
7.74K
$503K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
236+ 5.99% |
$14.4K - $15.4K
|
4.18K
$271K
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
231+ 6.69% |
$14.1K - $15.1K
|
3.69K
$239K
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
230+ 0.46% |
$14K - $15K
|
50.4K
$3.27M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
228+ 2.62% |
$13.9K - $14.9K
|
8.94K
$580K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
203New |
$12.4K - $13.3K
|
203
$13.2K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
203+ 38.59% |
$12.4K - $13.3K
|
729
$47.3K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
200+ 2.57% |
$12.2K - $13.1K
|
8K
$519K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
198New |
$12.1K - $12.9K
|
198
$12.9K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
198New |
$12.1K - $12.9K
|
198
$12.9K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
163+ 13.13% |
$9.95K - $10.7K
|
1.4K
$91.2K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
146+ 1.35% |
$8.91K - $9.54K
|
11K
$712K
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
140+ 0.18% |
$8.54K - $9.15K
|
76.4K
$4.96M
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
134+ 11.45% |
$8.18K - $8.76K
|
1.3K
$84.7K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
123+ 0.33% |
$7.51K - $8.04K
|
37.6K
$2.44M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
120New |
$7.32K - $7.84K
|
120
$7.79K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
112+ 0.45% |
$6.83K - $7.32K
|
24.8K
$1.61M
|