Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-17- 1.01% |
$999 - $1.09K
|
1.66K
$119K
|
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-20- 1.86% |
$1.18K - $1.28K
|
1.06K
$75.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-31- 48.44% |
$1.82K - $1.99K
|
33
$2.37K
|
|
|
Oct 13, 2023
Q3 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-35- 0.82% |
$2.06K - $2.24K
|
4.23K
$304K
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-37- 0.67% |
$2.18K - $2.37K
|
5.45K
$392K
|
|
|
Oct 25, 2023
Q3 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-40- 0.23% |
$2.35K - $2.56K
|
17.4K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-41- 0.32% |
$2.41K - $2.63K
|
12.7K
$909K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-45- 0.62% |
$2.65K - $2.88K
|
7.19K
$517K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-46- 0.31% |
$2.7K - $2.95K
|
14.8K
$1.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50- 0.42% |
$2.94K - $3.2K
|
11.9K
$858K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 6.53% |
$3.35K - $3.65K
|
816
$58.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
SELL
|
- |
-65- 1.5% |
$3.82K - $4.17K
|
4.25K
$306K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-66- 1.27% |
$3.88K - $4.23K
|
5.15K
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-67- 0.36% |
$3.94K - $4.29K
|
18.3K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-70- 0.64% |
$4.12K - $4.49K
|
10.9K
$782K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-74- 10.98% |
$4.35K - $4.74K
|
600
$43.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-75- 0.46% |
$4.41K - $4.81K
|
16.2K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-76- 0.93% |
$4.47K - $4.87K
|
8.11K
$583K
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-77- 74.04% |
$4.53K - $4.94K
|
27
$1.94K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-77- 0.34% |
$4.53K - $4.94K
|
22.3K
$1.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-80- 11.73% |
$4.7K - $5.13K
|
602
$43.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-94- 2.53% |
$5.53K - $6.03K
|
3.62K
$260K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-101- 1.73% |
$5.94K - $6.47K
|
5.73K
$412K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-109- 1.92% |
$6.41K - $6.99K
|
5.57K
$401K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-110- 0.82% |
$6.47K - $7.05K
|
13.3K
$954K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-117- 1.18% |
$6.88K - $7.5K
|
9.79K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-123- 2.65% |
$7.23K - $7.88K
|
4.53K
$325K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-125- 0.6% |
$7.35K - $8.01K
|
20.7K
$1.49M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-125- 1.47% |
$7.35K - $8.01K
|
8.38K
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-133- 1.1% |
$7.82K - $8.53K
|
11.9K
$856K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-141- 1.04% |
$8.29K - $9.04K
|
13.4K
$963K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-143- 28.21% |
$8.41K - $9.17K
|
364
$26.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
SELL
|
- |
-146- 2.23% |
$8.58K - $9.36K
|
6.41K
$461K
|
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-155- 1.84% |
$9.11K - $9.94K
|
8.28K
$595K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-156- 0.58% |
$9.17K - $10K
|
27K
$1.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-158- 2.91% |
$9.29K - $10.1K
|
5.28K
$379K
|
|
|
Nov 07, 2023
Q3 2023
|
Harfst & Associates, Inc.
|
SELL
|
- |
-160- 0.62% |
$9.41K - $10.3K
|
25.6K
$1.84M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 2.63% |
$10.5K - $11.5K
|
6.63K
$476K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-198- 3.08% |
$11.6K - $12.7K
|
6.22K
$447K
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-205- 2.64% |
$12.1K - $13.1K
|
7.55K
$543K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-214- 1.55% |
$12.6K - $13.7K
|
13.6K
$976K
|
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-215- 3.84% |
$12.6K - $13.8K
|
5.38K
$387K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-217- 18.45% |
$12.8K - $13.9K
|
959
$68.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-243- 17.05% |
$14.3K - $15.6K
|
1.18K
$85K
|
|
|
Oct 24, 2023
Q3 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-243- 3.55% |
$14.3K - $15.6K
|
6.61K
$475K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-251- 18.91% |
$14.8K - $16.1K
|
1.08K
$77.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-257- 1.72% |
$15.1K - $16.5K
|
14.7K
$1.06M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-266- 3.32% |
$15.6K - $17.1K
|
7.75K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-272- 0.76% |
$16K - $17.4K
|
35.6K
$2.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-294- 2.48% |
$17.3K - $18.8K
|
11.6K
$830K
|