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
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-82- 0.6% |
$4.67K - $5.36K
|
13.5K
$974K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-84- 0.46% |
$4.78K - $5.49K
|
18.2K
$1.31M
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-85- 1.03% |
$4.84K - $5.56K
|
8.18K
$589K
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-90- 0.39% |
$5.12K - $5.88K
|
22.7K
$1.64M
|
|
Feb 03, 2023
Q4 2022
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-91- 1.75% |
$5.18K - $5.95K
|
5.1K
$367K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-100- 5.56% |
$5.69K - $6.54K
|
1.7K
$122K
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-100- 50.0% |
$5.69K - $6.54K
|
100
$7.2K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-105- 1.25% |
$5.98K - $6.86K
|
8.33K
$599K
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-108- 0.26% |
$6.15K - $7.06K
|
41.3K
$2.97M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-129- 0.7% |
$7.34K - $8.43K
|
18.4K
$1.33M
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-136- 3.64% |
$7.74K - $8.89K
|
3.6K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-143- 2.74% |
$8.14K - $9.35K
|
5.08K
$365K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-150- 1.18% |
$8.54K - $9.8K
|
12.5K
$901K
|
|
Feb 15, 2023
Q4 2022
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-153- 0.4% |
$8.71K - $10K
|
38.1K
$2.75M
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-160- 3.1% |
$9.11K - $10.5K
|
5K
$360K
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-162- 40.5% |
$9.22K - $10.6K
|
238
$17.1K
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-168- 1.49% |
$9.56K - $11K
|
11.1K
$798K
|
|
Feb 07, 2023
Q4 2022
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-178- 2.7% |
$10.1K - $11.6K
|
6.41K
$461K
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-180- 0.86% |
$10.2K - $11.8K
|
20.8K
$1.49M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-184- 26.1% |
$10.5K - $12K
|
521
$37.5K
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-204- 0.92% |
$11.6K - $13.3K
|
22K
$1.59M
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-212- 1.88% |
$12.1K - $13.9K
|
11.1K
$797K
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-225- 0.66% |
$12.8K - $14.7K
|
34.1K
$2.45M
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-226- 49.13% |
$12.9K - $14.8K
|
234
$16.8K
|
|
Feb 14, 2023
Q4 2022
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-235- 2.74% |
$13.4K - $15.4K
|
8.33K
$600K
|
|
Feb 15, 2023
Q4 2022
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-237- 1.33% |
$13.5K - $15.5K
|
17.6K
$1.27M
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-241- 1.58% |
$13.7K - $15.8K
|
15K
$1.08M
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-246- 6.71% |
$14K - $16.1K
|
3.42K
$246K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-248- 0.1% |
$14.1K - $16.2K
|
254K
$18.3M
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-264- 0.75% |
$15K - $17.3K
|
35.1K
$2.53M
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-273- 3.78% |
$15.5K - $17.8K
|
6.94K
$500K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-273- 5.81% |
$15.5K - $17.8K
|
4.43K
$319K
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-287- 0.65% |
$16.3K - $18.8K
|
44.2K
$3.18M
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-291- 3.64% |
$16.6K - $19K
|
7.71K
$555K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-295- 60.7% |
$16.8K - $19.3K
|
191
$13.8K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-348- 43.39% |
$19.8K - $22.7K
|
454
$32.7K
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-364- 0.26% |
$20.7K - $23.8K
|
139K
$9.98M
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-367- 2.17% |
$20.9K - $24K
|
16.6K
$1.19M
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-390- 0.54% |
$22.2K - $25.5K
|
71.7K
$5.16M
|
|
Feb 02, 2023
Q4 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-398- 2.5% |
$22.7K - $26K
|
15.5K
$1.12M
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-412- 2.79% |
$23.5K - $26.9K
|
14.3K
$1.03M
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
SELL
|
- |
-418- 6.21% |
$23.8K - $27.3K
|
6.32K
$455K
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-420- 16.57% |
$23.9K - $27.5K
|
2.11K
$152K
|
|
Feb 14, 2023
Q4 2022
|
Redwood Financial Network Corp
|
SELL
|
- |
-432- 4.23% |
$24.6K - $28.2K
|
9.78K
$704K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-441- 4.4% |
$25.1K - $28.8K
|
9.58K
$690K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-450- 50.0% |
$25.6K - $29.4K
|
450
$32.4K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-475- 10.43% |
$27K - $31K
|
4.08K
$294K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-477- 1.74% |
$27.2K - $31.2K
|
26.9K
$1.94M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-484- 0.17% |
$27.5K - $31.6K
|
280K
$20.2M
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-490- 8.26% |
$27.9K - $32K
|
5.44K
$392K
|