Purchases and Sales Made in Q1 2022 in Invesco ETF Tr Ii S&P Smallcap (XSLV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Smallcap (XSLV) during Q1 2022. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P SMALLCAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-526- 5.13% |
$24.9K - $27.7K
|
9.72K
$462K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-633- 4.41% |
$30K - $33.3K
|
13.7K
$651K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-669- 1.64% |
$31.7K - $35.2K
|
40.2K
$1.91M
|
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-740- 4.15% |
$35K - $38.9K
|
17.1K
$812K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-751- 2.87% |
$35.5K - $39.5K
|
25.4K
$1.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Moneywise, Inc.
|
SELL
|
- |
-767- 11.38% |
$36.3K - $40.3K
|
5.98K
$284K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-968- 2.33% |
$45.8K - $50.9K
|
40.5K
$1.93M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.02K- 16.06% |
$48.3K - $53.7K
|
5.34K
$253K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.32K- 19.69% |
$62.6K - $69.5K
|
5.39K
$256K
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-1.48K- 9.44% |
$70K - $77.8K
|
14.2K
$674K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.53K- 71.94% |
$72.3K - $80.3K
|
596
$28.3K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.55K- 9.19% |
$73.5K - $81.6K
|
15.3K
$728K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.78K- 5.74% |
$84.2K - $93.5K
|
29.2K
$1.39M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.94K- 5.58% |
$91.8K - $102K
|
32.8K
$1.56M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.97K- 13.39% |
$93K - $103K
|
12.7K
$603K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.98K- 37.66% |
$93.7K - $104K
|
3.28K
$156K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.24KClosed |
$106K - $118K
|
0
$0
|
|
|
Jul 28, 2022
Q1 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-2.26K- 2.3% |
$107K - $119K
|
96K
$4.56M
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.81K- 23.79% |
$133K - $148K
|
9K
$427K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.83K- 4.64% |
$134K - $149K
|
58.2K
$2.76M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-2.83K- 36.21% |
$134K - $149K
|
4.98K
$237K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.95K- 12.56% |
$140K - $155K
|
20.6K
$977K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.56K- 92.09% |
$169K - $187K
|
306
$14.5K
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.85KClosed |
$182K - $202K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.99KClosed |
$189K - $210K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.04KClosed |
$191K - $212K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-4.27KClosed |
$202K - $224K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.28K- 1.54% |
$250K - $278K
|
338K
$16M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.31KClosed |
$251K - $279K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
SELL
|
- |
-5.51KClosed |
$261K - $289K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-5.54K- 17.24% |
$262K - $291K
|
26.6K
$1.26M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-6.17K- 31.52% |
$292K - $324K
|
13.4K
$636K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.19KClosed |
$293K - $325K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.18K- 18.57% |
$340K - $377K
|
31.5K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.88K- 2.92% |
$373K - $415K
|
262K
$12.4M
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-8.1KClosed |
$383K - $426K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.71K- 61.72% |
$412K - $458K
|
5.4K
$257K
|
|
|
May 16, 2022
Q1 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-9.97KClosed |
$472K - $524K
|
0
$0
|
|
|
Nov 17, 2023
Q1 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-10.9KClosed |
$518K - $575K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.4K- 8.76% |
$539K - $599K
|
119K
$5.63M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 13.4% |
$610K - $677K
|
83.2K
$3.95M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15K- 5.51% |
$710K - $789K
|
257K
$12.2M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-17.2K- 31.03% |
$816K - $906K
|
38.3K
$1.82M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 11.5% |
$930K - $1.03M
|
151K
$7.19M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-25.2K- 8.64% |
$1.19M - $1.33M
|
267K
$12.7M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-25.3K- 34.66% |
$1.2M - $1.33M
|
47.7K
$2.26M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29.7K- 50.46% |
$1.4M - $1.56M
|
29.1K
$1.38M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.4K- 17.06% |
$1.49M - $1.65M
|
153K
$7.26M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-36.3K- 8.61% |
$1.72M - $1.91M
|
385K
$18.3M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-36.6K- 49.05% |
$1.73M - $1.93M
|
38.1K
$1.81M
|