Purchases and Sales Made in Q1 2023 in Invesco ETF Tr Ii S&P Emerging (EELV)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P Emerging (EELV) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P EMERGING.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
405New |
$9.11K - $9.83K
|
405
$9.55K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
250New |
$5.62K - $6.07K
|
250
$5.9K
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
109+ 0.34% |
$2.45K - $2.65K
|
32.3K
$762K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
77New |
$1.73K - $1.87K
|
77
$1.82K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
65New |
$1.46K - $1.58K
|
65
$1.53K
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
1+ 2.0% |
$22.5 - $24.3
|
51
$1.2K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-236- 43.38% |
$5.31K - $5.73K
|
308
$7.27K
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-255Closed |
$5.73K - $6.19K
|
0
$0
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-256- 1.27% |
$5.76K - $6.21K
|
19.9K
$468K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-314- 1.26% |
$7.06K - $7.62K
|
24.7K
$582K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-439- 26.49% |
$9.87K - $10.7K
|
1.22K
$28.7K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.01K- 57.61% |
$22.8K - $24.6K
|
746
$17.6K
|
|
May 04, 2023
Q1 2023
|
Palladiem, LLC
|
SELL
|
- |
-1.44K- 1.3% |
$32.4K - $35K
|
110K
$2.58M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.59K- 3.09% |
$35.6K - $38.5K
|
49.7K
$1.17M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.73K- 20.53% |
$38.9K - $42K
|
6.7K
$158K
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.91K- 10.33% |
$42.9K - $46.3K
|
16.6K
$391K
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-2.58K- 1.27% |
$58K - $62.6K
|
200K
$4.72M
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-3.13K- 1.06% |
$70.3K - $75.9K
|
291K
$6.88M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.29K- 7.68% |
$74K - $79.8K
|
39.6K
$933K
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4.23K- 0.64% |
$95.1K - $103K
|
657K
$15.5M
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.42K- 60.94% |
$99.3K - $107K
|
2.83K
$66.8K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.24K- 10.05% |
$140K - $152K
|
55.9K
$1.32M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.44K- 77.64% |
$145K - $156K
|
1.85K
$43.7K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.35K- 22.98% |
$165K - $178K
|
24.6K
$581K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.4K- 14.07% |
$189K - $204K
|
51.3K
$1.21M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.66K- 35.66% |
$195K - $210K
|
15.6K
$368K
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-10.6K- 96.54% |
$238K - $257K
|
379
$8.94K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-10.7K- 3.84% |
$242K - $261K
|
269K
$6.34M
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-11.6K- 21.68% |
$260K - $281K
|
41.8K
$985K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-13K- 98.37% |
$293K - $316K
|
215
$5.07K
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-13.2K- 11.86% |
$297K - $321K
|
98.3K
$2.32M
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-15K- 10.07% |
$337K - $363K
|
134K
$3.16M
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-15.1K- 24.72% |
$340K - $367K
|
46.1K
$1.09M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.3K- 37.95% |
$410K - $443K
|
29.8K
$704K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19K- 65.83% |
$427K - $460K
|
9.85K
$232K
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-19.3K- 17.93% |
$433K - $468K
|
88.2K
$2.08M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-20.7K- 64.59% |
$466K - $503K
|
11.4K
$268K
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-26.6K- 66.26% |
$598K - $645K
|
13.5K
$319K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31K- 64.66% |
$697K - $752K
|
16.9K
$399K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-31.8K- 95.18% |
$715K - $772K
|
1.61K
$38K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41K- 94.81% |
$923K - $996K
|
2.25K
$53K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-41.6K- 31.69% |
$935K - $1.01M
|
89.6K
$2.11M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-49.2K- 32.51% |
$1.11M - $1.19M
|
102K
$2.41M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-54.1K- 92.16% |
$1.22M - $1.31M
|
4.6K
$109K
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-60.7K- 92.86% |
$1.37M - $1.47M
|
4.67K
$110K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-67.9K- 61.77% |
$1.53M - $1.65M
|
42.1K
$992K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77.6K- 89.87% |
$1.75M - $1.88M
|
8.75K
$206K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-77.9K- 95.97% |
$1.75M - $1.89M
|
3.27K
$77.1K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-78.7K- 93.57% |
$1.77M - $1.91M
|
5.41K
$128K
|