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 |
|---|---|---|---|---|---|---|---|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
30.4KNew |
$1.73M - $1.99M
|
30.4K
$2.19M
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
29.4KNew |
$1.67M - $1.92M
|
29.4K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
28.8KNew |
$1.64M - $1.88M
|
28.8K
$2.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
27.1K+ 11.46% |
$1.54M - $1.77M
|
264K
$19M
|
|
|
Jan 31, 2023
Q4 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
26.7K+ 20.85% |
$1.52M - $1.74M
|
155K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
25.7K+ 46.48% |
$1.46M - $1.68M
|
81.1K
$5.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
25.1K+ 143.71% |
$1.43M - $1.64M
|
42.5K
$3.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 18.73% |
$1.38M - $1.58M
|
154K
$11.1M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23.3K+ 4.02% |
$1.33M - $1.53M
|
604K
$43.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
23.3K+ 4.02% |
$1.33M - $1.53M
|
604K
$43.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
22.4K+ 4.92% |
$1.28M - $1.47M
|
478K
$34.5M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
21.2K+ 76.57% |
$1.21M - $1.39M
|
48.9K
$3.53M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
21K+ 175.84% |
$1.19M - $1.37M
|
32.9K
$2.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
20.5KNew |
$1.17M - $1.34M
|
20.5K
$1.48M
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
19.7KNew |
$1.12M - $1.29M
|
19.7K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.7K+ 72.31% |
$1.07M - $1.22M
|
44.6K
$3.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
18.2KNew |
$1.04M - $1.19M
|
18.2K
$1.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17.9KNew |
$1.02M - $1.17M
|
17.9K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
17.1K+ 36.72% |
$974K - $1.12M
|
63.7K
$4.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
16.7KNew |
$950K - $1.09M
|
16.7K
$1.2M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
15.8KNew |
$899K - $1.03M
|
15.8K
$1.14M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.12M
|
|
|
Jan 05, 2023
Q4 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
15.6KNew |
$886K - $1.02M
|
15.6K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.5K+ 8.63% |
$880K - $1.01M
|
195K
$14.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
15.3K+ 1.8% |
$870K - $999K
|
865K
$62.4M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.2K+ 3.94% |
$864K - $992K
|
400K
$28.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 1.06% |
$795K - $912K
|
1.33M
$95.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
13.9K+ 7.87% |
$789K - $906K
|
190K
$13.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
13.4KNew |
$765K - $878K
|
13.4K
$970K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.3KNew |
$759K - $871K
|
13.3K
$962K
|
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
13KNew |
$739K - $848K
|
13K
$937K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
12.6KNew |
$715K - $821K
|
12.6K
$907K
|
|
|
Feb 13, 2023
Q4 2022
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
12.5KNew |
$709K - $814K
|
12.5K
$899K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$686K - $788K
|
12.1K
$870K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
11.9KNew |
$676K - $777K
|
11.9K
$858K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.5KNew |
$656K - $753K
|
11.5K
$832K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.5K+ 6.24% |
$653K - $750K
|
195K
$14.1M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
11.4KNew |
$649K - $745K
|
11.4K
$823K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
11.2K+ 25.32% |
$638K - $733K
|
55.5K
$4.01M
|
|
|
Feb 09, 2023
Q4 2022
|
Renasant Bank
|
BUY
|
- |
10.9KNew |
$620K - $712K
|
10.9K
$786K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10.8KNew |
$615K - $706K
|
10.8K
$780K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10.3KNew |
$585K - $672K
|
10.3K
$742K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
10.1KNew |
$572K - $657K
|
10.1K
$726K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.7K+ 5.23% |
$552K - $634K
|
195K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9.64KNew |
$549K - $630K
|
9.64K
$696K
|
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
9.51KNew |
$541K - $621K
|
9.51K
$686K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8.83K+ 4.49% |
$503K - $577K
|
206K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.8KNew |
$501K - $575K
|
8.8K
$635K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.75K+ 23.16% |
$498K - $572K
|
46.5K
$3.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
8.58K+ 99.19% |
$489K - $561K
|
17.2K
$1.24M
|