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 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.38% |
$455 - $523
|
2.1K
$151K
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
8+ 0.06% |
$455 - $523
|
13.3K
$956K
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8+ 0.13% |
$455 - $523
|
6.39K
$460K
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.04% |
$398 - $458
|
16.2K
$1.16M
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7+ 0.08% |
$398 - $458
|
8.32K
$599K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.6% |
$398 - $458
|
1.18K
$85.2K
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
6+ 0.41% |
$342 - $392
|
1.49K
$107K
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5+ 0.11% |
$285 - $327
|
4.38K
$315K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5+ 0.13% |
$285 - $327
|
3.97K
$286K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5+ 0.12% |
$285 - $327
|
4.12K
$296K
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
5+ 0.12% |
$285 - $327
|
4.26K
$306K
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
4+ 0.0% |
$228 - $261
|
90.4K
$6.51M
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4+ 0.02% |
$228 - $261
|
21.4K
$1.54M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 0.73% |
$171 - $196
|
414
$29.8K
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3+ 0.03% |
$171 - $196
|
10.6K
$766K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
3New |
$171 - $196
|
3
$216
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$114 - $131
|
21.8K
$1.57M
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.38% |
$114 - $131
|
532
$38.3K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.83% |
$56.9 - $65.4
|
121
$8.71K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1+ 0.07% |
$56.9 - $65.4
|
1.34K
$96.5K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1+ 0.07% |
$56.9 - $65.4
|
1.45K
$104K
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.01% |
$56.9 - $65.4
|
8.01K
$576K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.01% |
$56.9 - $65.4
|
8.01K
$576K
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1+ 0.03% |
$56.9 - $65.4
|
3.5K
$252K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.02% |
$56.9 - $65.4
|
4.05K
$291K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.91% |
$56.9 - $65.4
|
109
$7.85K
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-1- 0.01% |
$56.9 - $65.4
|
14K
$1.01M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$56.9 - $65.4
|
3.75K
$270K
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-3- 4.29% |
$171 - $196
|
67
$4.82K
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7- 0.05% |
$398 - $458
|
14.8K
$1.06M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-10- 0.06% |
$569 - $654
|
15.5K
$1.11M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-12- 0.67% |
$683 - $784
|
1.78K
$128K
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-13- 0.32% |
$740 - $850
|
4.04K
$291K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-19- 0.16% |
$1.08K - $1.24K
|
11.8K
$851K
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-20- 0.06% |
$1.14K - $1.31K
|
34.3K
$2.47M
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-33- 0.2% |
$1.88K - $2.16K
|
16.4K
$1.18M
|
|
Jan 17, 2023
Q4 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-38- 0.09% |
$2.16K - $2.48K
|
42.4K
$3.06M
|
|
Feb 13, 2023
Q4 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-46- 0.24% |
$2.62K - $3.01K
|
19.2K
$1.38M
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-50- 74.63% |
$2.85K - $3.27K
|
17
$1.22K
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-51- 0.13% |
$2.9K - $3.33K
|
39.1K
$2.81M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-55- 1.22% |
$3.13K - $3.59K
|
4.45K
$320K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-56- 8.67% |
$3.19K - $3.66K
|
590
$42.5K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-58- 0.88% |
$3.3K - $3.79K
|
6.57K
$473K
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-62- 0.48% |
$3.53K - $4.05K
|
12.7K
$916K
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-65- 0.05% |
$3.7K - $4.25K
|
120K
$8.66M
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-66- 1.59% |
$3.76K - $4.31K
|
4.08K
$294K
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
SELL
|
- |
-66- 4.41% |
$3.76K - $4.31K
|
1.43K
$103K
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-69- 0.19% |
$3.93K - $4.51K
|
36.2K
$2.61M
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-70- 0.38% |
$3.98K - $4.58K
|
18.4K
$1.32M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-74- 11.37% |
$4.21K - $4.84K
|
577
$41.5K
|