Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.3K- 27.48% |
$74K - $85K
|
3.43K
$243K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1.32K- 8.79% |
$74.8K - $85.9K
|
13.7K
$968K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.52K- 5.25% |
$86.2K - $99K
|
27.4K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Avant Capital LLC
Lafayette, LA |
SELL
|
- |
-1.53K- 3.79% |
$87K - $99.9K
|
38.8K
$2.75M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.55K- 1.87% |
$88.1K - $101K
|
81.1K
$5.75M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.56K- 16.08% |
$89K - $102K
|
8.16K
$579K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.71K- 12.75% |
$97.3K - $112K
|
11.7K
$830K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.78K- 3.85% |
$101K - $117K
|
44.6K
$3.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.78K- 3.85% |
$101K - $117K
|
44.6K
$3.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-1.88K- 4.44% |
$107K - $123K
|
40.5K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.06K- 8.34% |
$117K - $135K
|
22.7K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.11K- 4.61% |
$120K - $138K
|
43.7K
$3.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.19K- 1.49% |
$125K - $143K
|
145K
$10.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-2.27K- 3.98% |
$129K - $148K
|
54.8K
$3.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-2.37K- 9.98% |
$135K - $155K
|
21.4K
$1.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.44K- 17.1% |
$139K - $160K
|
11.9K
$840K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-2.47K- 21.66% |
$141K - $161K
|
8.93K
$633K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.56K- 9.48% |
$146K - $167K
|
24.5K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.56K- 3.81% |
$146K - $167K
|
64.6K
$4.58M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-2.75K- 2.97% |
$156K - $180K
|
89.8K
$6.37M
|
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-2.87K- 13.59% |
$164K - $188K
|
18.3K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.9K- 3.06% |
$165K - $190K
|
91.8K
$6.51M
|
|
|
Feb 14, 2023
Q4 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-2.97K- 29.03% |
$169K - $194K
|
7.25K
$514K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.07K- 0.8% |
$175K - $201K
|
379K
$26.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-3.22K- 38.45% |
$183K - $210K
|
5.15K
$365K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-3.22K- 10.27% |
$183K - $210K
|
28.1K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.41K- 1.91% |
$194K - $223K
|
175K
$12.4M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.51K- 21.69% |
$200K - $229K
|
12.7K
$899K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.71K- 3.64% |
$211K - $243K
|
98.3K
$6.97M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-3.77K- 18.5% |
$215K - $247K
|
16.6K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.79K- 0.51% |
$216K - $248K
|
740K
$52.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.83K- 25.4% |
$218K - $250K
|
11.2K
$797K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3.85K- 51.11% |
$219K - $252K
|
3.68K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.88K- 9.81% |
$221K - $253K
|
35.6K
$2.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-3.89K- 26.17% |
$221K - $254K
|
11K
$778K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.44K- 17.68% |
$253K - $290K
|
20.7K
$1.47M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-4.63K- 22.82% |
$264K - $303K
|
15.7K
$1.11M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4.65K- 8.38% |
$265K - $304K
|
50.8K
$3.6M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-4.7K- 12.53% |
$267K - $307K
|
32.8K
$2.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.84K- 19.45% |
$275K - $316K
|
20K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.04K- 61.31% |
$287K - $329K
|
3.18K
$225K
|
|
|
Jan 19, 2023
Q4 2022
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.21K- 3.18% |
$296K - $340K
|
158K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.49K- 18.41% |
$312K - $359K
|
24.3K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-5.57K- 9.45% |
$317K - $364K
|
53.3K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.61K- 49.0% |
$319K - $366K
|
5.83K
$414K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.74K- 35.81% |
$327K - $375K
|
10.3K
$729K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5.95K- 95.87% |
$339K - $389K
|
256
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-6.16K- 14.0% |
$351K - $403K
|
37.9K
$2.68M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-6.26K- 29.48% |
$356K - $409K
|
15K
$1.06M
|
|
|
Feb 01, 2023
Q4 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-6.35K- 2.81% |
$361K - $415K
|
219K
$15.6M
|