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 |
---|---|---|---|---|---|---|---|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.06K- 4.79% |
$62.8K - $68.6K
|
21K
$1.51M
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.06K- 13.24% |
$62.8K - $68.7K
|
6.92K
$497K
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.06K- 4.93% |
$62.9K - $68.8K
|
20.4K
$1.46M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.08K- 21.17% |
$63.9K - $69.9K
|
4K
$288K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.08K- 15.76% |
$64.3K - $70.3K
|
5.78K
$415K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.09K- 7.24% |
$64.8K - $70.8K
|
14K
$1M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.09K- 10.6% |
$64.8K - $70.9K
|
9.2K
$661K
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.13K- 6.62% |
$67.3K - $73.5K
|
16K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.2K- 4.67% |
$71.3K - $77.9K
|
24.5K
$1.76M
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.29K- 16.81% |
$76.5K - $83.6K
|
6.36K
$457K
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.32K- 10.52% |
$78.3K - $85.6K
|
11.2K
$805K
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-1.34K- 2.66% |
$79.6K - $87K
|
49K
$3.52M
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 2.21% |
$80.1K - $87.5K
|
59.6K
$4.29M
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.36K- 1.13% |
$80.8K - $88.3K
|
119K
$8.55M
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.39K- 7.78% |
$82.7K - $90.4K
|
16.5K
$1.18M
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.41K- 17.96% |
$83.8K - $91.6K
|
6.44K
$463K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.42K- 3.51% |
$84.6K - $92.5K
|
39.1K
$2.81M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.46K- 9.46% |
$86.9K - $95K
|
14K
$1M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.47K- 1.83% |
$87.7K - $95.8K
|
78.9K
$5.67M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.53K- 1.51% |
$91K - $99.5K
|
100K
$7.18M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.66K- 10.72% |
$98.5K - $108K
|
13.8K
$991K
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
SELL
|
- |
-1.67K- 1.59% |
$99.5K - $109K
|
104K
$7.45M
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.68K- 32.28% |
$99.9K - $109K
|
3.53K
$253K
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-1.71K- 5.25% |
$102K - $111K
|
30.9K
$2.22M
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.71K- 7.11% |
$102K - $111K
|
22.4K
$1.61M
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.73K- 91.2% |
$103K - $112K
|
167
$12K
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.76K- 3.2% |
$105K - $114K
|
53.1K
$3.81M
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.77K- 3.16% |
$105K - $115K
|
54.4K
$3.91M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.82K- 3.91% |
$108K - $118K
|
44.7K
$3.21M
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.9K- 20.98% |
$113K - $123K
|
7.14K
$513K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.93K- 18.3% |
$115K - $126K
|
8.64K
$621K
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-2.03K- 7.08% |
$121K - $132K
|
26.7K
$1.92M
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-2.04K- 18.42% |
$121K - $133K
|
9.03K
$649K
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-2.05K- 1.72% |
$122K - $133K
|
117K
$8.4M
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-2.05K- 53.95% |
$122K - $133K
|
1.75K
$126K
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.1K- 0.89% |
$125K - $136K
|
234K
$16.8M
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.14K- 2.9% |
$128K - $139K
|
71.8K
$5.16M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.25K- 21.31% |
$134K - $147K
|
8.32K
$598K
|
|
May 10, 2023
Q1 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.26K- 35.34% |
$135K - $147K
|
4.14K
$298K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.27K- 2.26% |
$135K - $147K
|
98.3K
$7.06M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.28K- 1.73% |
$136K - $148K
|
129K
$9.3M
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.31K- 16.13% |
$137K - $150K
|
12K
$861K
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
SELL
|
- |
-2.42K- 4.32% |
$144K - $157K
|
53.5K
$3.85M
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2.42K- 2.19% |
$144K - $158K
|
108K
$7.77M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.45K- 9.81% |
$146K - $159K
|
22.5K
$1.62M
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-2.46K- 23.07% |
$146K - $160K
|
8.19K
$589K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.47K- 20.93% |
$147K - $161K
|
9.35K
$672K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-2.59K- 4.48% |
$154K - $169K
|
55.3K
$3.97M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 6.33% |
$156K - $170K
|
38.7K
$2.78M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-2.62K- 4.03% |
$156K - $170K
|
62.3K
$4.48M
|