Purchases and Sales Made in Q1 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 Q1 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 |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
91+ 1.32% |
$5.66K - $6.19K
|
7K
$509K
|
|
May 09, 2022
Q1 2022
|
Gw Henssler & Associates LTD
|
BUY
|
- |
91+ 1.73% |
$5.66K - $6.19K
|
5.34K
$388K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
76+ 1.1% |
$4.73K - $5.17K
|
6.97K
$506K
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
70+ 1.21% |
$4.36K - $4.76K
|
5.84K
$424K
|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
64+ 0.31% |
$3.98K - $4.35K
|
21K
$1.53M
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
60+ 0.92% |
$3.73K - $4.08K
|
6.58K
$478K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
58+ 0.49% |
$3.61K - $3.94K
|
12K
$871K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
58+ 0.92% |
$3.61K - $3.94K
|
6.38K
$464K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
57+ 1.56% |
$3.55K - $3.88K
|
3.72K
$270K
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
52+ 0.34% |
$3.24K - $3.54K
|
15.3K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50+ 0.59% |
$3.11K - $3.4K
|
8.53K
$620K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
46+ 9.96% |
$2.86K - $3.13K
|
508
$36.9K
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42+ 0.38% |
$2.61K - $2.86K
|
11K
$802K
|
|
May 23, 2022
Q1 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
39+ 0.31% |
$2.43K - $2.65K
|
12.6K
$914K
|
|
May 04, 2022
Q1 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
36+ 1.2% |
$2.24K - $2.45K
|
3.04K
$221K
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
32+ 0.26% |
$1.99K - $2.18K
|
12.2K
$886K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
29+ 0.32% |
$1.8K - $1.97K
|
9.18K
$667K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
27+ 1.11% |
$1.68K - $1.84K
|
2.45K
$178K
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
26New |
$1.62K - $1.77K
|
26
$1.89K
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
24+ 5.19% |
$1.49K - $1.63K
|
486
$35.3K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
23+ 1.99% |
$1.43K - $1.56K
|
1.18K
$85.7K
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
23+ 0.51% |
$1.43K - $1.56K
|
4.54K
$330K
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
22+ 0.16% |
$1.37K - $1.5K
|
13.5K
$984K
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21+ 0.47% |
$1.31K - $1.43K
|
4.53K
$329K
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.51% |
$1.24K - $1.36K
|
3.96K
$288K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
17+ 0.12% |
$1.06K - $1.16K
|
14K
$1.01M
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
17+ 0.11% |
$1.06K - $1.16K
|
15.4K
$1.12M
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
16+ 0.46% |
$996 - $1.09K
|
3.51K
$255K
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
14+ 0.34% |
$871 - $952
|
4.11K
$298K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.69% |
$809 - $884
|
1.89K
$137K
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
12+ 0.26% |
$747 - $816
|
4.7K
$341K
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
12+ 0.21% |
$747 - $816
|
5.7K
$414K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.46% |
$560 - $612
|
1.97K
$143K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9+ 4.17% |
$560 - $612
|
225
$16.3K
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
8+ 0.51% |
$498 - $544
|
1.57K
$114K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
7+ 0.11% |
$436 - $476
|
6.46K
$469K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
7+ 0.48% |
$436 - $476
|
1.47K
$107K
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6+ 0.04% |
$373 - $408
|
16.1K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
6+ 0.07% |
$373 - $408
|
8.3K
$603K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.42% |
$187 - $204
|
720
$52.3K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2+ 0.29% |
$124 - $136
|
685
$49.8K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.01% |
$124 - $136
|
14.2K
$1.03M
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.01% |
$62.2 - $68
|
7.5K
$545K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.85% |
$62.2 - $68
|
119
$8.65K
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$62.2 - $68
|
4.77K
$346K
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 0.57% |
$62.2 - $68
|
175
$12.7K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.27% |
$62.2 - $68
|
375
$27.2K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$62.2 - $68
|
9.55K
$694K
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$62.2 - $68
|
10.4K
$752K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-4Closed |
$249 - $272
|
0
$0
|