Purchases and Sales Made in Q4 2021 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 2021. 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 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.43K+ 32.73% |
$87.3K - $98.1K
|
5.8K
$418K
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.39K+ 165.01% |
$85K - $95.5K
|
2.23K
$161K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.29K+ 17.56% |
$79K - $88.8K
|
8.66K
$624K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 6.21% |
$75.3K - $84.6K
|
21.1K
$1.52M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
985+ 0.26% |
$60.2K - $67.6K
|
382K
$27.5M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
BUY
|
- |
905+ 2.44% |
$55.3K - $62.1K
|
38K
$2.74M
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
904+ 5022.22% |
$55.2K - $62K
|
922
$66.4K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
856+ 11.98% |
$52.3K - $58.7K
|
8K
$576K
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
834+ 5.45% |
$50.9K - $57.2K
|
16.1K
$1.16M
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
766+ 17.4% |
$46.8K - $52.6K
|
5.17K
$372K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
733+ 1.86% |
$44.8K - $50.3K
|
40.1K
$2.89M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
674+ 6.78% |
$41.2K - $46.3K
|
10.6K
$764K
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
671+ 4.94% |
$41K - $46.1K
|
14.3K
$1.03M
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
661+ 2.38% |
$40.4K - $45.4K
|
28.4K
$2.05M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
657+ 0.85% |
$40.1K - $45.1K
|
77.6K
$5.59M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
653+ 12.75% |
$39.9K - $44.8K
|
5.78K
$416K
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
650+ 8.57% |
$39.7K - $44.6K
|
8.24K
$593K
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
637New |
$38.9K - $43.7K
|
637
$45.9K
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
614+ 1.42% |
$37.5K - $42.1K
|
43.9K
$3.16M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
592+ 5.69% |
$36.2K - $40.6K
|
11K
$792K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
559+ 0.5% |
$34.1K - $38.4K
|
113K
$8.13M
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
530+ 327.16% |
$32.4K - $36.4K
|
692
$49.8K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
527+ 96.88% |
$32.2K - $36.2K
|
1.07K
$77.1K
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
501+ 2.96% |
$30.6K - $34.4K
|
17.4K
$1.26M
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
501+ 14.64% |
$30.6K - $34.4K
|
3.92K
$283K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
500New |
$30.5K - $34.3K
|
500
$36K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
497+ 9.03% |
$30.4K - $34.1K
|
6K
$432K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
476+ 0.23% |
$29.1K - $32.7K
|
207K
$14.9M
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
463+ 2.0% |
$28.3K - $31.8K
|
23.6K
$1.7M
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
444+ 312.68% |
$27.1K - $30.5K
|
586
$42.2K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
411New |
$25.1K - $28.2K
|
411
$29.6K
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
409New |
$25K - $28.1K
|
409
$29.5K
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
392+ 11.86% |
$23.9K - $26.9K
|
3.7K
$266K
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
383+ 6.24% |
$23.4K - $26.3K
|
6.52K
$470K
|
|
Jan 12, 2022
Q4 2021
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
354+ 5.86% |
$21.6K - $24.3K
|
6.4K
$461K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
325+ 3.98% |
$19.9K - $22.3K
|
8.48K
$611K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
323+ 26.5% |
$19.7K - $22.2K
|
1.54K
$111K
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
319+ 5.99% |
$19.5K - $21.9K
|
5.65K
$407K
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
315+ 2.57% |
$19.2K - $21.6K
|
12.6K
$907K
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
310+ 0.24% |
$18.9K - $21.3K
|
131K
$9.4M
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
285+ 1.74% |
$17.4K - $19.6K
|
16.7K
$1.2M
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
BUY
|
- |
281New |
$17.2K - $19.3K
|
281
$20.2K
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
273+ 140.0% |
$16.7K - $18.7K
|
468
$33.7K
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
250+ 2.15% |
$15.3K - $17.2K
|
11.9K
$856K
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
250+ 0.7% |
$15.3K - $17.2K
|
35.8K
$2.58M
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
250New |
$15.3K - $17.2K
|
250
$18K
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
239New |
$14.6K - $16.4K
|
239
$17.2K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
237+ 1.24% |
$14.5K - $16.3K
|
19.3K
$1.39M
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
220New |
$13.4K - $15.1K
|
220
$15.8K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
BUY
|
- |
216+ 2.75% |
$13.2K - $14.8K
|
8.08K
$582K
|