Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.63K+ 12.54% |
$33.7K - $38K
|
14.6K
$355K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 187.0% |
$31.9K - $35.9K
|
2.36K
$57.4K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.5KNew |
$30.9K - $34.9K
|
1.5K
$36.3K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$29K - $32.7K
|
1.4K
$34.1K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.15K+ 10.33% |
$23.8K - $26.8K
|
12.3K
$298K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.1K+ 5.8% |
$22.8K - $25.7K
|
20.1K
$489K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.01K+ 135.92% |
$21K - $23.7K
|
1.76K
$42.8K
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
985New |
$20.4K - $23K
|
985
$23.9K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
847New |
$17.5K - $19.8K
|
847
$20.6K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
540+ 23.4% |
$11.2K - $12.6K
|
2.85K
$69.2K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
521+ 14.26% |
$10.8K - $12.2K
|
4.18K
$101K
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
514+ 1.3% |
$10.6K - $12K
|
40.1K
$975K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
514New |
$10.6K - $12K
|
514
$12.5K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
465+ 21.89% |
$9.63K - $10.8K
|
2.59K
$62.9K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
369+ 1.12% |
$7.64K - $8.61K
|
33.4K
$812K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
179+ 9.14% |
$3.71K - $4.18K
|
2.14K
$52K
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
124+ 94.66% |
$2.57K - $2.89K
|
255
$6.2K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
55+ 0.23% |
$1.14K - $1.28K
|
24.3K
$590K
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
50New |
$1.04K - $1.17K
|
50
$1.22K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2+ 0.04% |
$41.4 - $46.7
|
5.65K
$137K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-21- 28.77% |
$435 - $490
|
52
$1.26K
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-28- 0.21% |
$580 - $653
|
13.2K
$321K
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-44- 8.53% |
$911 - $1.03K
|
472
$11.5K
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-143- 1.19% |
$2.96K - $3.34K
|
11.9K
$289K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-251- 36.01% |
$5.2K - $5.86K
|
446
$10.8K
|
|
Feb 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-286- 2.54% |
$5.92K - $6.67K
|
11K
$266K
|
|
Jan 31, 2023
Q4 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-322- 1.77% |
$6.67K - $7.51K
|
17.9K
$434K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-388Closed |
$8.03K - $9.05K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-415- 1.27% |
$8.59K - $9.68K
|
32.2K
$782K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-997- 0.09% |
$20.6K - $23.3K
|
1.16M
$28.2M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.08K- 10.84% |
$22.3K - $25.1K
|
8.85K
$215K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.43K- 4.74% |
$29.7K - $33.4K
|
28.8K
$700K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.85K- 18.24% |
$38.3K - $43.2K
|
8.29K
$202K
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.62K- 14.7% |
$54.1K - $61K
|
15.2K
$369K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.24K- 26.05% |
$87.8K - $99K
|
12K
$293K
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-5.08K- 4.16% |
$105K - $118K
|
117K
$2.85M
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-7.85K- 28.39% |
$163K - $183K
|
19.8K
$481K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-8.42K- 5.94% |
$174K - $196K
|
133K
$3.24M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.79K- 12.83% |
$182K - $205K
|
59.7K
$1.45M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.4K- 22.34% |
$216K - $243K
|
36.3K
$881K
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-11.5K- 61.44% |
$239K - $269K
|
7.25K
$176K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-11.6K- 26.52% |
$240K - $270K
|
32.1K
$780K
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-11.7K- 17.93% |
$241K - $272K
|
53.3K
$1.3M
|
|
Jan 19, 2023
Q4 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-18.3K- 17.61% |
$380K - $428K
|
85.8K
$2.08M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.4K- 97.13% |
$381K - $430K
|
544
$13.2K
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-19.1K- 21.83% |
$396K - $446K
|
68.4K
$1.66M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-23.7K- 22.01% |
$492K - $554K
|
84.1K
$2.04M
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-37.3K- 37.55% |
$773K - $871K
|
62.1K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-45.2K- 81.47% |
$935K - $1.05M
|
10.3K
$250K
|