Purchases and Sales Made in Q1 2025 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 Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209K+ 8016.88% |
$14.3M - $15.7M
|
212K
$15.3M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
198KNew |
$13.5M - $14.8M
|
198K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
196K+ 4656.4% |
$13.4M - $14.7M
|
200K
$14.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140K+ 3299.39% |
$9.56M - $10.5M
|
144K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
105K+ 1308625.0% |
$7.15M - $7.86M
|
105K
$7.56M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
95.6KNew |
$6.53M - $7.18M
|
95.6K
$6.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
91K+ 899.7% |
$6.22M - $6.83M
|
101K
$7.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84.7K+ 18.42% |
$5.79M - $6.36M
|
545K
$39.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
70.7K+ 105.76% |
$4.83M - $5.31M
|
138K
$9.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
62.3KNew |
$4.25M - $4.67M
|
62.3K
$4.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51.5K+ 35.95% |
$3.52M - $3.86M
|
195K
$14M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.5K+ 171.59% |
$2.84M - $3.12M
|
65.7K
$4.74M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
40.6K+ 350.81% |
$2.77M - $3.05M
|
52.2K
$3.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26.1K+ 727.46% |
$1.78M - $1.96M
|
29.7K
$2.14M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.5K+ 8.37% |
$1.61M - $1.77M
|
305K
$22M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21.8KNew |
$1.49M - $1.64M
|
21.8K
$1.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
19.5K+ 4.69% |
$1.33M - $1.46M
|
435K
$31.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 13226.71% |
$1.32M - $1.45M
|
19.5K
$1.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$1.01M - $1.11M
|
14.8K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14K+ 100.0% |
$958K - $1.05M
|
28K
$2.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 3.18% |
$784K - $861K
|
373K
$26.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.1K+ 97.21% |
$690K - $758K
|
20.5K
$1.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
9.39K+ 46.78% |
$642K - $705K
|
29.5K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.54K+ 6.23% |
$583K - $641K
|
146K
$10.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.97K+ 90.93% |
$476K - $523K
|
14.6K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.25K+ 80.61% |
$427K - $469K
|
14K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.15K+ 102533.33% |
$420K - $462K
|
6.16K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.9KNew |
$403K - $443K
|
5.9K
$426K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.29KNew |
$361K - $397K
|
5.29K
$382K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.43KNew |
$303K - $332K
|
4.43K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.64K+ 24.46% |
$249K - $273K
|
18.5K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.48KNew |
$238K - $261K
|
3.48K
$251K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.19KNew |
$218K - $239K
|
3.19K
$230K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.9KNew |
$198K - $218K
|
2.9K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.77KNew |
$189K - $208K
|
2.77K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.76KNew |
$189K - $207K
|
2.76K
$199K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$186K - $205K
|
2.73K
$197K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$185K - $204K
|
2.71K
$196K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.68K+ 63.35% |
$183K - $201K
|
6.91K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.59K+ 1369.84% |
$177K - $194K
|
2.78K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 6.33% |
$163K - $179K
|
40.1K
$2.89M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.94K+ 14.0% |
$132K - $145K
|
15.8K
$1.14M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 125.27% |
$86.4K - $94.9K
|
2.27K
$164K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
805+ 25.97% |
$55K - $60.4K
|
3.91K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
795+ 5.34% |
$54.3K - $59.7K
|
15.7K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
586+ 8.38% |
$40K - $44K
|
7.58K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
475+ 2.63% |
$32.5K - $35.7K
|
18.5K
$1.34M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
450+ 0.49% |
$30.7K - $33.8K
|
91.6K
$6.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
390+ 8.54% |
$26.6K - $29.3K
|
4.96K
$358K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
370+ 3.35% |
$25.3K - $27.8K
|
11.4K
$825K
|