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 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
698+ 0.21% |
$39.7K - $45.6K
|
327K
$23.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
BUY
|
- |
691+ 9.1% |
$39.3K - $45.2K
|
8.28K
$596K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
651+ 206.01% |
$37.1K - $42.5K
|
967
$69.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
631New |
$35.9K - $41.2K
|
631
$45.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
626+ 11.26% |
$35.6K - $40.9K
|
6.18K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
623+ 3.6% |
$35.5K - $40.7K
|
17.9K
$1.29M
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
617+ 599.03% |
$35.1K - $40.3K
|
720
$51.8K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
608+ 1.74% |
$34.6K - $39.7K
|
35.5K
$2.55M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
590New |
$33.6K - $38.6K
|
590
$42.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
586+ 11.38% |
$33.4K - $38.3K
|
5.74K
$413K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
574New |
$32.7K - $37.5K
|
574
$41.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
568+ 6.84% |
$32.3K - $37.1K
|
8.87K
$639K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
535+ 0.47% |
$30.5K - $35K
|
113K
$8.16M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
530+ 2.11% |
$30.2K - $34.6K
|
25.7K
$1.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
516+ 10.01% |
$29.4K - $33.7K
|
5.67K
$408K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
509+ 9.48% |
$29K - $33.3K
|
5.88K
$423K
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
497+ 7.0% |
$28.3K - $32.5K
|
7.6K
$547K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
490+ 1.53% |
$27.9K - $32K
|
32.5K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
478+ 0.83% |
$27.2K - $31.2K
|
58.1K
$4.18M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
472+ 3.15% |
$26.9K - $30.8K
|
15.4K
$1.11M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
444New |
$25.3K - $29K
|
444
$32K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
430New |
$24.5K - $28.1K
|
430
$31K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
429+ 5.94% |
$24.4K - $28K
|
7.65K
$551K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
BUY
|
- |
424+ 9.05% |
$24.1K - $27.7K
|
5.11K
$368K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
422+ 0.99% |
$24K - $27.6K
|
43.1K
$3.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
416+ 41.6% |
$23.7K - $27.2K
|
1.42K
$102K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
404+ 0.25% |
$23K - $26.4K
|
162K
$11.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
395+ 3.88% |
$22.5K - $25.8K
|
10.6K
$761K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
376+ 2.99% |
$21.4K - $24.6K
|
13K
$933K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
345+ 3.35% |
$19.6K - $22.5K
|
10.6K
$767K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
335New |
$19.1K - $21.9K
|
335
$24.1K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
331+ 2.19% |
$18.8K - $21.6K
|
15.4K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
294+ 6.5% |
$16.7K - $19.2K
|
4.82K
$347K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
294New |
$16.7K - $19.2K
|
294
$21.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
267+ 0.79% |
$15.2K - $17.5K
|
33.9K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
267+ 0.35% |
$15.2K - $17.5K
|
76.5K
$5.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
253+ 1.29% |
$14.4K - $16.5K
|
19.9K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
245New |
$13.9K - $16K
|
245
$17.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
239+ 3.19% |
$13.6K - $15.6K
|
7.74K
$557K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
236+ 5.99% |
$13.4K - $15.4K
|
4.18K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
231+ 6.69% |
$13.1K - $15.1K
|
3.69K
$265K
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
230+ 0.46% |
$13.1K - $15K
|
50.4K
$3.63M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
228+ 2.62% |
$13K - $14.9K
|
8.94K
$643K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
203+ 38.59% |
$11.6K - $13.3K
|
729
$52.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
203New |
$11.6K - $13.3K
|
203
$14.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
200+ 2.57% |
$11.4K - $13.1K
|
8K
$576K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
198New |
$11.3K - $12.9K
|
198
$14.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
198New |
$11.3K - $12.9K
|
198
$14.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
163+ 13.13% |
$9.28K - $10.7K
|
1.4K
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
146+ 1.35% |
$8.31K - $9.54K
|
11K
$789K
|