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 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
112+ 2.64% |
$6.83K - $7.32K
|
4.36K
$283K
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
110+ 2.24% |
$6.71K - $7.19K
|
5.02K
$326K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
110+ 0.11% |
$6.71K - $7.19K
|
97.5K
$6.33M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
109+ 0.53% |
$6.65K - $7.12K
|
20.6K
$1.34M
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
103+ 2.29% |
$6.29K - $6.73K
|
4.61K
$299K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
100+ 1.76% |
$6.1K - $6.54K
|
5.8K
$376K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
100+ 2.24% |
$6.1K - $6.54K
|
4.56K
$296K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
97New |
$5.92K - $6.34K
|
97
$6.3K
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
87+ 0.9% |
$5.31K - $5.69K
|
9.74K
$633K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
85+ 447.37% |
$5.19K - $5.56K
|
104
$6.75K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
76+ 37.44% |
$4.64K - $4.97K
|
279
$18.1K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
74New |
$4.52K - $4.84K
|
74
$4.81K
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
73+ 0.55% |
$4.45K - $4.77K
|
13.2K
$860K
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
72+ 1.98% |
$4.39K - $4.71K
|
3.71K
$241K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
71+ 0.15% |
$4.33K - $4.64K
|
46.2K
$3M
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
71New |
$4.33K - $4.64K
|
71
$4.61K
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
58New |
$3.54K - $3.79K
|
58
$3.77K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
51+ 0.45% |
$3.11K - $3.33K
|
11.4K
$739K
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
51+ 1.41% |
$3.11K - $3.33K
|
3.66K
$238K
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
49+ 0.63% |
$2.99K - $3.2K
|
7.85K
$510K
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
44+ 0.55% |
$2.68K - $2.88K
|
8K
$519K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
35+ 0.06% |
$2.14K - $2.29K
|
58.6K
$3.81M
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
32+ 0.26% |
$1.95K - $2.09K
|
12.4K
$805K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
32+ 0.34% |
$1.95K - $2.09K
|
9.44K
$613K
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
30+ 0.56% |
$1.83K - $1.96K
|
5.41K
$351K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 13.4% |
$1.71K - $1.83K
|
237
$15.4K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
26+ 0.19% |
$1.59K - $1.7K
|
13.6K
$885K
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
25+ 0.54% |
$1.53K - $1.63K
|
4.62K
$300K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
25+ 0.41% |
$1.53K - $1.63K
|
6.1K
$396K
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
24+ 0.55% |
$1.46K - $1.57K
|
4.39K
$285K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
23+ 0.44% |
$1.4K - $1.5K
|
5.29K
$344K
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
23+ 0.14% |
$1.4K - $1.5K
|
16.5K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.56% |
$1.34K - $1.44K
|
3.93K
$255K
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
22New |
$1.34K - $1.44K
|
22
$1.43K
|
|
Feb 14, 2023
Q4 2022
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
17+ 0.16% |
$1.04K - $1.11K
|
10.7K
$692K
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17New |
$1.04K - $1.11K
|
17
$1.1K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15+ 0.11% |
$915 - $980
|
13.9K
$904K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
15New |
$915 - $980
|
15
$974
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 0.52% |
$793 - $850
|
2.5K
$162K
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
11+ 0.55% |
$671 - $719
|
2.01K
$130K
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10+ 0.05% |
$610 - $654
|
20.8K
$1.35M
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
10+ 0.56% |
$610 - $654
|
1.78K
$116K
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
9+ 0.22% |
$549 - $588
|
4.05K
$263K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.13% |
$488 - $523
|
6.39K
$415K
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.38% |
$488 - $523
|
2.1K
$136K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8+ 0.06% |
$488 - $523
|
13.3K
$863K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.04% |
$427 - $458
|
16.2K
$1.05M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 0.08% |
$427 - $458
|
8.32K
$541K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.6% |
$427 - $458
|
1.18K
$76.8K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.41% |
$366 - $392
|
1.49K
$96.5K
|