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 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.87K- 49.96% |
$128K - $140K
|
1.87K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.04K- 5.16% |
$139K - $153K
|
37.4K
$2.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.05K- 10.87% |
$140K - $153K
|
16.8K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 2.64% |
$142K - $156K
|
76.6K
$5.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 0.95% |
$142K - $156K
|
216K
$15.8M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.16K- 7.13% |
$147K - $162K
|
28.1K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.22K- 16.55% |
$152K - $167K
|
11.2K
$820K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-2.27K- 33.51% |
$155K - $170K
|
4.49K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.28K- 4.09% |
$156K - $171K
|
53.6K
$3.93M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.34K- 11.29% |
$160K - $176K
|
18.4K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.35K- 33.35% |
$160K - $176K
|
4.69K
$344K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.35K- 3.01% |
$161K - $177K
|
75.7K
$5.55M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.38K- 9.92% |
$163K - $179K
|
21.6K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.43K- 0.99% |
$166K - $183K
|
242K
$17.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.45K- 8.16% |
$167K - $184K
|
27.5K
$2.02M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.47K- 46.52% |
$168K - $185K
|
2.83K
$208K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.47K- 8.11% |
$169K - $185K
|
28K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.53K- 40.31% |
$173K - $190K
|
3.74K
$274K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.54K- 1.33% |
$174K - $191K
|
188K
$13.8M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.58K- 1.12% |
$176K - $194K
|
228K
$16.7M
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
SELL
|
- |
-2.91K- 7.8% |
$199K - $219K
|
34.4K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.94K- 5.33% |
$201K - $220K
|
52.2K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.08K- 16.48% |
$210K - $231K
|
15.6K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.21K- 9.73% |
$220K - $241K
|
29.8K
$2.19M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.3K- 5.23% |
$225K - $247K
|
59.7K
$4.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.63K- 4.21% |
$248K - $272K
|
82.6K
$6.05M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-3.64K- 17.25% |
$248K - $273K
|
17.4K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.71K- 30.89% |
$253K - $278K
|
8.3K
$608K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.02K- 0.28% |
$275K - $302K
|
1.43M
$105M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.24K- 5.92% |
$289K - $318K
|
67.3K
$4.93M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-4.4K- 23.71% |
$300K - $330K
|
14.2K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-4.52K- 16.0% |
$309K - $339K
|
23.7K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.56K- 28.21% |
$312K - $342K
|
11.6K
$851K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.62K- 6.86% |
$316K - $347K
|
62.7K
$4.6M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-4.97K- 51.52% |
$339K - $373K
|
4.67K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-4.97K- 39.53% |
$339K - $373K
|
7.6K
$557K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.08KClosed |
$347K - $381K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-5.2K- 1.6% |
$355K - $390K
|
319K
$23.4M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.26K- 47.27% |
$359K - $395K
|
5.87K
$430K
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-5.27K- 10.43% |
$360K - $395K
|
45.3K
$3.32M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.5K- 8.83% |
$376K - $413K
|
56.8K
$4.17M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.77K- 51.33% |
$394K - $433K
|
5.48K
$401K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6.29K- 1.69% |
$429K - $472K
|
366K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.8K- 68.75% |
$465K - $510K
|
3.09K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.09K- 3.01% |
$485K - $532K
|
228K
$16.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.45K- 15.38% |
$509K - $559K
|
41K
$3M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.53K- 7.14% |
$515K - $565K
|
97.9K
$7.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-8.02K- 43.63% |
$548K - $602K
|
10.4K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-8.22K- 10.61% |
$561K - $617K
|
69.2K
$5.08M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.37K- 11.47% |
$572K - $628K
|
64.6K
$4.74M
|