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 |
---|---|---|---|---|---|---|---|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
140+ 0.18% |
$7.97K - $9.15K
|
76.4K
$5.5M
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
134+ 11.45% |
$7.63K - $8.76K
|
1.3K
$93.9K
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
123+ 0.33% |
$7K - $8.04K
|
37.6K
$2.71M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
120New |
$6.83K - $7.84K
|
120
$8.64K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
112+ 0.45% |
$6.38K - $7.32K
|
24.8K
$1.78M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
112+ 2.64% |
$6.38K - $7.32K
|
4.36K
$314K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
110+ 0.11% |
$6.26K - $7.19K
|
97.5K
$7.02M
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
110+ 2.24% |
$6.26K - $7.19K
|
5.02K
$361K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
109+ 0.53% |
$6.2K - $7.12K
|
20.6K
$1.48M
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
103+ 2.29% |
$5.86K - $6.73K
|
4.61K
$332K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
100+ 2.24% |
$5.69K - $6.54K
|
4.56K
$329K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 1.76% |
$5.69K - $6.54K
|
5.8K
$417K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
97New |
$5.52K - $6.34K
|
97
$6.98K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
87+ 0.9% |
$4.95K - $5.69K
|
9.74K
$701K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85+ 447.37% |
$4.84K - $5.56K
|
104
$7.49K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
76+ 37.44% |
$4.33K - $4.97K
|
279
$20.1K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$4.21K - $4.84K
|
74
$5.33K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
73+ 0.55% |
$4.16K - $4.77K
|
13.2K
$953K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
72+ 1.98% |
$4.1K - $4.71K
|
3.71K
$267K
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
71New |
$4.04K - $4.64K
|
71
$5.11K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
71+ 0.15% |
$4.04K - $4.64K
|
46.2K
$3.33M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58New |
$3.3K - $3.79K
|
58
$4.18K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
51+ 0.45% |
$2.9K - $3.33K
|
11.4K
$819K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
51+ 1.41% |
$2.9K - $3.33K
|
3.66K
$263K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
49+ 0.63% |
$2.79K - $3.2K
|
7.85K
$565K
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
44+ 0.55% |
$2.5K - $2.88K
|
8K
$576K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
37New |
$2.11K - $2.42K
|
37
$2.66K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35+ 0.06% |
$1.99K - $2.29K
|
58.6K
$4.22M
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.34% |
$1.82K - $2.09K
|
9.44K
$679K
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
32+ 0.26% |
$1.82K - $2.09K
|
12.4K
$892K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
30+ 0.56% |
$1.71K - $1.96K
|
5.41K
$390K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 13.4% |
$1.59K - $1.83K
|
237
$17.1K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
26+ 0.19% |
$1.48K - $1.7K
|
13.6K
$981K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.54% |
$1.42K - $1.63K
|
4.62K
$332K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
25+ 0.41% |
$1.42K - $1.63K
|
6.1K
$439K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 0.55% |
$1.37K - $1.57K
|
4.39K
$316K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.14% |
$1.31K - $1.5K
|
16.5K
$1.19M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
23+ 0.44% |
$1.31K - $1.5K
|
5.29K
$381K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
22New |
$1.25K - $1.44K
|
22
$1.58K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.56% |
$1.25K - $1.44K
|
3.93K
$283K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$968 - $1.11K
|
17
$1.22K
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
17+ 0.16% |
$968 - $1.11K
|
10.7K
$767K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
15New |
$854 - $980
|
15
$1.08K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 0.11% |
$854 - $980
|
13.9K
$1M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.52% |
$740 - $850
|
2.5K
$180K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.55% |
$626 - $719
|
2.01K
$144K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
10+ 0.56% |
$569 - $654
|
1.78K
$128K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10+ 0.05% |
$569 - $654
|
20.8K
$1.5M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
9+ 0.39% |
$512 - $588
|
2.3K
$166K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.22% |
$512 - $588
|
4.05K
$291K
|