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 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-527- 1.79% |
$36K - $39.6K
|
28.9K
$2.09M
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-629- 14.0% |
$43K - $47.2K
|
3.86K
$279K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-700- 77.78% |
$47.8K - $52.5K
|
200
$14.4K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-721- 5.91% |
$49.3K - $54.1K
|
11.5K
$827K
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-745- 8.94% |
$50.9K - $55.9K
|
7.59K
$547K
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-776- 3.35% |
$53K - $58.2K
|
22.4K
$1.62M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-848- 6.06% |
$57.9K - $63.7K
|
13.1K
$948K
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-937- 0.79% |
$64K - $70.3K
|
117K
$8.45M
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1K- 7.32% |
$68.3K - $75.1K
|
12.7K
$914K
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.02K- 15.95% |
$69.8K - $76.6K
|
5.38K
$388K
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.08K- 0.65% |
$73.9K - $81.1K
|
166K
$12M
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.09K- 1.78% |
$74.5K - $81.8K
|
60.1K
$4.34M
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.2K- 29.72% |
$81.7K - $89.8K
|
2.83K
$204K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.22K- 2.22% |
$83.3K - $91.5K
|
53.6K
$3.87M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.33K- 4.18% |
$90.9K - $99.9K
|
30.5K
$2.2M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.44K- 21.57% |
$98.4K - $108K
|
5.24K
$378K
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.5K- 5.29% |
$102K - $112K
|
26.8K
$1.93M
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 15.63% |
$105K - $115K
|
8.29K
$598K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.05K- 10.87% |
$140K - $153K
|
16.8K
$1.21M
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.35K- 3.01% |
$161K - $177K
|
75.7K
$5.46M
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.54K- 1.33% |
$174K - $191K
|
188K
$13.6M
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.94K- 5.33% |
$201K - $220K
|
52.2K
$3.76M
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.21K- 9.73% |
$220K - $241K
|
29.8K
$2.15M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.24K- 5.92% |
$289K - $318K
|
67.3K
$4.85M
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.62K- 6.86% |
$316K - $347K
|
62.7K
$4.52M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.5K- 8.83% |
$376K - $413K
|
56.8K
$4.1M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.77K- 51.33% |
$394K - $433K
|
5.48K
$395K
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.45K- 15.38% |
$509K - $559K
|
41K
$2.95M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.1K- 3.32% |
$760K - $835K
|
324K
$23.4M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.8K- 2.46% |
$804K - $883K
|
466K
$33.6M
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.9K- 67.9% |
$1.63M - $1.79M
|
11.3K
$814K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-209K- 98.66% |
$14.3M - $15.7M
|
2.83K
$204K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18M- 68.03% |
$80.5M - $88.4M
|
553K
$39.9M
|