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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-354- 15.38% |
$21.1K - $23K
|
1.95K
$140K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-366- 5.92% |
$21.8K - $23.8K
|
5.82K
$418K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-367- 25.4% |
$21.8K - $23.9K
|
1.08K
$77.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-368- 3.92% |
$21.9K - $23.9K
|
9.03K
$649K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-391- 2.35% |
$23.3K - $25.4K
|
16.2K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-398- 2.78% |
$23.7K - $25.9K
|
13.9K
$1M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-404- 3.74% |
$24K - $26.3K
|
10.4K
$748K
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-408- 1.87% |
$24.3K - $26.5K
|
21.4K
$1.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-416- 29.38% |
$24.7K - $27K
|
1K
$71.9K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-421- 1.62% |
$25K - $27.4K
|
25.6K
$1.84M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-427- 0.18% |
$25.4K - $27.8K
|
231K
$16.6M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-431- 1.35% |
$25.6K - $28K
|
31.5K
$2.27M
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-439- 1.51% |
$26.1K - $28.5K
|
28.7K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-473- 4.86% |
$28.1K - $30.8K
|
9.27K
$666K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-500- 10.57% |
$29.7K - $32.5K
|
4.23K
$304K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-519- 5.81% |
$30.9K - $33.7K
|
8.42K
$605K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-519- 27.17% |
$30.9K - $33.7K
|
1.39K
$100K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-529- 72.57% |
$31.5K - $34.4K
|
200
$14.4K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-542- 5.54% |
$32.2K - $35.2K
|
9.24K
$664K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-545- 2.26% |
$32.4K - $35.4K
|
23.6K
$1.69M
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-575- 4.21% |
$34.2K - $37.4K
|
13.1K
$940K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-588- 3.93% |
$35K - $38.2K
|
14.4K
$1.03M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-596- 3.38% |
$35.5K - $38.8K
|
17K
$1.22M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-600- 1.59% |
$35.7K - $39K
|
37.2K
$2.67M
|
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-607- 3.32% |
$36.1K - $39.5K
|
17.7K
$1.27M
|
|
|
Apr 19, 2023
Q1 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-626- 7.01% |
$37.2K - $40.7K
|
8.31K
$597K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-651- 0.8% |
$38.7K - $42.3K
|
80.4K
$5.78M
|
|
|
May 02, 2023
Q1 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-695- 4.63% |
$41.3K - $45.2K
|
14.3K
$1.03M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-715- 8.34% |
$42.5K - $46.5K
|
7.85K
$564K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-737- 17.64% |
$43.8K - $47.9K
|
3.44K
$247K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-748- 3.3% |
$44.5K - $48.6K
|
21.9K
$1.57M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-763- 6.9% |
$45.4K - $49.6K
|
10.3K
$739K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-765- 46.7% |
$45.5K - $49.7K
|
873
$62.7K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-771- 4.66% |
$45.9K - $50.1K
|
15.8K
$1.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-774- 2.42% |
$46K - $50.3K
|
31.2K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-781- 1.93% |
$46.5K - $50.8K
|
39.6K
$2.85M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-795- 16.22% |
$47.3K - $51.7K
|
4.11K
$295K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-796- 17.3% |
$47.3K - $51.8K
|
3.8K
$273K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-798- 19.72% |
$47.5K - $51.9K
|
3.25K
$234K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-819- 6.14% |
$48.7K - $53.3K
|
12.5K
$899K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-848- 2.44% |
$50.4K - $55.1K
|
33.9K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-872- 0.63% |
$51.9K - $56.7K
|
137K
$9.83M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-885- 20.21% |
$52.6K - $57.5K
|
3.49K
$251K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-932- 17.62% |
$55.4K - $60.6K
|
4.36K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-957- 2.79% |
$56.9K - $62.2K
|
33.4K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-980- 2.8% |
$58.3K - $63.7K
|
34.1K
$2.45M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-981- 3.02% |
$58.3K - $63.8K
|
31.5K
$2.26M
|
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-993- 6.41% |
$59.1K - $64.6K
|
14.5K
$1.04M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-1.02K- 3.1% |
$60.5K - $66.1K
|
31.8K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.03K- 15.3% |
$61.3K - $67K
|
5.7K
$410K
|