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 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-714- 5.18% |
$48.8K - $53.6K
|
13.1K
$959K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-721- 5.91% |
$49.3K - $54.1K
|
11.5K
$841K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-722- 7.13% |
$49.3K - $54.2K
|
9.4K
$689K
|
|
|
Apr 30, 2025
Q1 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-733- 3.71% |
$50.1K - $55K
|
19K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-738- 9.14% |
$50.4K - $55.4K
|
7.34K
$538K
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-745- 8.94% |
$50.9K - $55.9K
|
7.59K
$556K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-775- 84.7% |
$52.9K - $58.2K
|
140
$10.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-776- 3.35% |
$53K - $58.2K
|
22.4K
$1.64M
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-783- 17.29% |
$53.5K - $58.8K
|
3.75K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-790- 5.24% |
$54K - $59.3K
|
14.3K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-791- 6.55% |
$54K - $59.4K
|
11.3K
$827K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-795- 17.26% |
$54.3K - $59.7K
|
3.81K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-848- 6.06% |
$57.9K - $63.7K
|
13.1K
$963K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-877- 47.77% |
$59.9K - $65.8K
|
959
$70.3K
|
|
|
May 02, 2025
Q1 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
SELL
|
- |
-889- 13.45% |
$60.7K - $66.7K
|
5.72K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-907- 4.69% |
$62K - $68.1K
|
18.4K
$1.35M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-916- 12.39% |
$62.6K - $68.8K
|
6.48K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-933- 2.14% |
$63.7K - $70K
|
42.6K
$3.12M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-937- 0.79% |
$64K - $70.3K
|
117K
$8.59M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-958- 10.29% |
$65.5K - $71.9K
|
8.35K
$612K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-971- 24.34% |
$66.3K - $72.9K
|
3.02K
$221K
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1K- 7.32% |
$68.3K - $75.1K
|
12.7K
$929K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.02K- 15.95% |
$69.8K - $76.6K
|
5.38K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.65% |
$73.9K - $81.1K
|
166K
$12.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 1.78% |
$74.5K - $81.8K
|
60.1K
$4.41M
|
|
|
Apr 25, 2025
Q1 2025
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-1.13K- 5.2% |
$76.9K - $84.5K
|
20.5K
$1.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.13K- 11.9% |
$77.5K - $85.1K
|
8.4K
$616K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.14K- 2.95% |
$77.5K - $85.2K
|
37.4K
$2.74M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.18K- 9.25% |
$80.6K - $88.6K
|
11.6K
$848K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.2K- 29.72% |
$81.7K - $89.8K
|
2.83K
$207K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.22K- 2.22% |
$83.3K - $91.5K
|
53.6K
$3.93M
|
|
|
May 02, 2025
Q1 2025
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
SELL
|
- |
-1.26K- 9.51% |
$85.8K - $94.3K
|
12K
$877K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 8.81% |
$87.6K - $96.2K
|
13.3K
$973K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 4.18% |
$90.9K - $99.9K
|
30.5K
$2.24M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.35K- 6.61% |
$92.2K - $101K
|
19.1K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.35K- 1.26% |
$92.2K - $101K
|
106K
$7.74M
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.37K- 17.38% |
$93.7K - $103K
|
6.52K
$478K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.43K- 14.43% |
$97.6K - $107K
|
8.47K
$621K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.44K- 30.29% |
$98K - $108K
|
3.3K
$242K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.44K- 21.57% |
$98.4K - $108K
|
5.24K
$384K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.5K- 5.29% |
$102K - $112K
|
26.8K
$1.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 15.63% |
$105K - $115K
|
8.29K
$607K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.56K- 54.36% |
$107K - $117K
|
1.31K
$96.3K
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-1.57K- 1.62% |
$107K - $118K
|
95.4K
$7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.58K- 1.04% |
$108K - $119K
|
151K
$11.1M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.6K- 30.43% |
$110K - $120K
|
3.67K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.61K- 3.29% |
$110K - $120K
|
47.1K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.62K- 7.01% |
$110K - $121K
|
21.5K
$1.57M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.8K- 2.54% |
$123K - $135K
|
69.1K
$5.07M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.83K- 9.52% |
$125K - $138K
|
17.4K
$1.28M
|