Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-9- 1.11% |
$520 - $603
|
802
$58.3K
|
|
Nov 14, 2022
Q3 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-12- 0.33% |
$694 - $804
|
3.62K
$263K
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-14- 0.23% |
$810 - $938
|
6.08K
$441K
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-14- 0.16% |
$810 - $938
|
8.65K
$629K
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-15- 0.22% |
$867 - $1.01K
|
6.93K
$504K
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-15- 0.07% |
$867 - $1.01K
|
22.9K
$1.67M
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-15- 0.07% |
$867 - $1.01K
|
20.8K
$1.51M
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-16- 0.43% |
$925 - $1.07K
|
3.73K
$271K
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-19- 0.36% |
$1.1K - $1.27K
|
5.22K
$379K
|
|
Oct 13, 2022
Q3 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-20- 0.38% |
$1.16K - $1.34K
|
5.3K
$385K
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-20- 22.99% |
$1.16K - $1.34K
|
67
$4.87K
|
|
Nov 04, 2022
Q3 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-21- 0.27% |
$1.21K - $1.41K
|
7.8K
$566K
|
|
Oct 19, 2022
Q3 2022
|
Patten & Patten Inc
|
SELL
|
- |
-38- 0.22% |
$2.2K - $2.55K
|
17.1K
$1.24M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-39- 1.03% |
$2.26K - $2.61K
|
3.75K
$273K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-40- 0.41% |
$2.31K - $2.68K
|
9.74K
$707K
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
SELL
|
- |
-40- 0.7% |
$2.31K - $2.68K
|
5.71K
$415K
|
|
Nov 08, 2022
Q3 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-45- 1.74% |
$2.6K - $3.02K
|
2.53K
$184K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-50- 11.76% |
$2.89K - $3.35K
|
375
$27.2K
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-60- 0.48% |
$3.47K - $4.02K
|
12.4K
$902K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-61- 12.92% |
$3.53K - $4.09K
|
411
$29.9K
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62- 0.15% |
$3.59K - $4.16K
|
42.4K
$3.08M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
SELL
|
- |
-69- 0.2% |
$3.99K - $4.63K
|
34.3K
$2.5M
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-70- 0.46% |
$4.05K - $4.69K
|
15.2K
$1.11M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-73- 0.57% |
$4.22K - $4.89K
|
12.8K
$929K
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-74- 0.4% |
$4.28K - $4.96K
|
18.3K
$1.33M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-76- 1.91% |
$4.4K - $5.09K
|
3.9K
$284K
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-78- 0.47% |
$4.51K - $5.23K
|
16.6K
$1.2M
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-83- 20.8% |
$4.8K - $5.56K
|
316
$23K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-85- 81.73% |
$4.92K - $5.7K
|
19
$1.38K
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-85- 15.6% |
$4.92K - $5.7K
|
460
$33.4K
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-89- 44.72% |
$5.15K - $5.97K
|
110
$7.99K
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-95- 2.55% |
$5.49K - $6.37K
|
3.64K
$264K
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-102- 1.14% |
$5.9K - $6.84K
|
8.85K
$643K
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-104- 0.51% |
$6.01K - $6.97K
|
20.3K
$1.47M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-108- 0.89% |
$6.25K - $7.24K
|
12K
$875K
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-115- 2.29% |
$6.65K - $7.71K
|
4.91K
$357K
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-123- 2.53% |
$7.11K - $8.24K
|
4.73K
$344K
|
|
Oct 17, 2022
Q3 2022
|
Iam Advisory, LLC
|
SELL
|
- |
-126- 2.71% |
$7.29K - $8.45K
|
4.52K
$328K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-136- 17.28% |
$7.86K - $9.12K
|
651
$47.3K
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-149- 2.11% |
$8.62K - $9.99K
|
6.9K
$501K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-150- 3.0% |
$8.67K - $10.1K
|
4.84K
$352K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-152- 0.29% |
$8.79K - $10.2K
|
51.4K
$3.74M
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-154- 0.3% |
$8.91K - $10.3K
|
51.4K
$3.74M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-158- 0.74% |
$9.14K - $10.6K
|
21.1K
$1.54M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-160- 2.77% |
$9.25K - $10.7K
|
5.62K
$408K
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-174- 1.39% |
$10.1K - $11.7K
|
12.4K
$898K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-181- 0.48% |
$10.5K - $12.1K
|
37.2K
$2.71M
|
|
Nov 10, 2022
Q3 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-188- 4.9% |
$10.9K - $12.6K
|
3.65K
$265K
|
|
Nov 15, 2022
Q3 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-195Closed |
$11.3K - $13.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-197- 27.25% |
$11.4K - $13.2K
|
526
$38.2K
|