Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.95K+ 1.51% |
$116K - $127K
|
131K
$9.44M
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.94K+ 792.65% |
$116K - $126K
|
2.19K
$157K
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.84K+ 24.14% |
$109K - $119K
|
9.44K
$678K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.77K+ 305.89% |
$105K - $115K
|
2.34K
$168K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.64K+ 2.14% |
$97.2K - $106K
|
78.1K
$5.61M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.53KNew |
$90.9K - $99.4K
|
1.53K
$110K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.52K+ 19.78% |
$90.5K - $98.9K
|
9.21K
$662K
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 2.16% |
$88.6K - $96.9K
|
70.6K
$5.07M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.42K+ 7.81% |
$84.5K - $92.3K
|
19.6K
$1.41M
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.39K+ 5.32% |
$82.9K - $90.6K
|
27.6K
$1.98M
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
1.39K+ 3.75% |
$82.4K - $90.1K
|
38.4K
$2.76M
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.25K+ 34.01% |
$74.5K - $81.5K
|
4.94K
$355K
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.25KNew |
$74.4K - $81.3K
|
1.25K
$89.8K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.25K+ 45.81% |
$74.2K - $81.1K
|
3.97K
$285K
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.18K+ 486.42% |
$70.3K - $76.9K
|
1.43K
$102K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.16KNew |
$68.9K - $75.4K
|
1.16K
$83.3K
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.14K+ 1.01% |
$67.7K - $74K
|
114K
$8.17M
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.12K+ 25.33% |
$66.5K - $72.7K
|
5.53K
$398K
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.05K+ 18.31% |
$62.5K - $68.3K
|
6.79K
$488K
|
|
Apr 12, 2023
Q1 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.03K+ 4.81% |
$61.3K - $67K
|
22.4K
$1.61M
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.03K+ 22.25% |
$61.1K - $66.8K
|
5.64K
$406K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.02K+ 19.83% |
$60.8K - $66.5K
|
6.18K
$444K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
993+ 1.69% |
$59.1K - $64.6K
|
59.8K
$4.29M
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
990+ 13.31% |
$58.9K - $64.4K
|
8.43K
$606K
|
|
May 15, 2023
Q1 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
979+ 2.41% |
$58.2K - $63.7K
|
41.6K
$2.99M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
925+ 14.48% |
$55K - $60.1K
|
7.31K
$526K
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
910+ 1.12% |
$54.1K - $59.2K
|
82.1K
$5.9M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
875+ 1.79% |
$52K - $56.9K
|
49.8K
$3.58M
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
815+ 30.88% |
$48.5K - $53K
|
3.45K
$248K
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
BUY
|
- |
808+ 12.83% |
$48.1K - $52.5K
|
7.11K
$511K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
765+ 17.55% |
$45.5K - $49.7K
|
5.13K
$368K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
740+ 3.71% |
$44K - $48.1K
|
20.7K
$1.49M
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
740+ 0.76% |
$44K - $48.1K
|
98.2K
$7.06M
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
730+ 2.19% |
$43.4K - $47.5K
|
34K
$2.45M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
713+ 5.82% |
$42.4K - $46.4K
|
13K
$932K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
702+ 1.19% |
$41.8K - $45.6K
|
59.9K
$4.3M
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
670+ 366.12% |
$39.9K - $43.6K
|
853
$61.3K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
627+ 2.56% |
$37.3K - $40.8K
|
25.1K
$1.8M
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
616New |
$36.6K - $40.1K
|
616
$44.3K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
597+ 2.73% |
$35.5K - $38.8K
|
22.4K
$1.61M
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
584+ 584.0% |
$34.7K - $38K
|
684
$49.2K
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
579+ 2.1% |
$34.4K - $37.6K
|
28.1K
$2.02M
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
571+ 852.24% |
$34K - $37.1K
|
638
$45.9K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
530+ 71.62% |
$31.5K - $34.5K
|
1.27K
$91.3K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
421+ 0.46% |
$25K - $27.4K
|
92.2K
$6.63M
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
394+ 18.81% |
$23.4K - $25.6K
|
2.49K
$179K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
325+ 1.76% |
$19.3K - $21.1K
|
18.8K
$1.35M
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
310+ 0.79% |
$18.4K - $20.2K
|
39.4K
$2.83M
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
300+ 0.51% |
$17.8K - $19.5K
|
58.9K
$4.23M
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
288+ 8.4% |
$17.1K - $18.7K
|
3.72K
$267K
|