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 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
805+ 25.97% |
$55K - $60.4K
|
3.91K
$286K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
803+ 3.71% |
$54.9K - $60.3K
|
22.4K
$1.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
795+ 5.34% |
$54.3K - $59.7K
|
15.7K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
788New |
$53.8K - $59.1K
|
788
$57.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
723+ 13.48% |
$49.4K - $54.3K
|
6.09K
$446K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
649New |
$44.3K - $48.7K
|
649
$47.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
597+ 2.64% |
$40.8K - $44.8K
|
23.2K
$1.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
586+ 8.38% |
$40K - $44K
|
7.58K
$556K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
534New |
$36.5K - $40.1K
|
534
$39.1K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
533+ 1.56% |
$36.4K - $40K
|
34.7K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
496New |
$33.9K - $37.2K
|
496
$36.4K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
486+ 14.36% |
$33.2K - $36.5K
|
3.87K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
475+ 2.63% |
$32.5K - $35.7K
|
18.5K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
467+ 2.29% |
$31.9K - $35.1K
|
20.9K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
454+ 28.66% |
$31K - $34.1K
|
2.04K
$149K
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
450+ 0.49% |
$30.7K - $33.8K
|
91.6K
$6.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
424+ 9.81% |
$29K - $31.8K
|
4.75K
$348K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
423+ 3.95% |
$28.9K - $31.8K
|
11.1K
$815K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
405+ 1.2% |
$27.7K - $30.4K
|
34.3K
$2.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
400New |
$27.3K - $30K
|
400
$29.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
390+ 8.54% |
$26.6K - $29.3K
|
4.96K
$363K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
370+ 3.35% |
$25.3K - $27.8K
|
11.4K
$838K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
350New |
$23.9K - $26.3K
|
350
$25.7K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
304+ 8.37% |
$20.8K - $22.8K
|
3.94K
$289K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
300New |
$20.5K - $22.5K
|
300
$22K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
300New |
$20.5K - $22.5K
|
300
$22K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
296+ 1.22% |
$20.2K - $22.2K
|
24.6K
$1.8M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
294+ 1.58% |
$20.1K - $22.1K
|
18.9K
$1.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
277+ 0.67% |
$18.9K - $20.8K
|
41.3K
$3.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
270+ 7.22% |
$18.4K - $20.3K
|
4.01K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
256+ 8.83% |
$17.5K - $19.2K
|
3.16K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
253+ 790.63% |
$17.3K - $19K
|
285
$20.9K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
230New |
$15.7K - $17.3K
|
230
$16.9K
|
|
|
May 08, 2025
Q1 2025
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
216+ 0.24% |
$14.8K - $16.2K
|
89.4K
$6.55M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
215+ 6.24% |
$14.7K - $16.1K
|
3.66K
$269K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
203+ 0.41% |
$13.9K - $15.2K
|
49.5K
$3.63M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
199+ 16.84% |
$13.6K - $14.9K
|
1.38K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
190+ 3.35% |
$13K - $14.3K
|
5.87K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
185New |
$12.6K - $13.9K
|
185
$13.6K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
176+ 0.92% |
$12K - $13.2K
|
19.3K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
170+ 2.89% |
$11.6K - $12.8K
|
6.06K
$444K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
167+ 3.89% |
$11.4K - $12.5K
|
4.46K
$327K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
155+ 11.14% |
$10.6K - $11.6K
|
1.55K
$113K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
134+ 7.04% |
$9.15K - $10.1K
|
2.04K
$149K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
133+ 0.67% |
$9.09K - $9.98K
|
20K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
133+ 2.46% |
$9.09K - $9.98K
|
5.55K
$407K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
132+ 0.4% |
$9.02K - $9.91K
|
33.2K
$2.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
125New |
$8.54K - $9.38K
|
125
$9.16K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
120New |
$8.2K - $9.01K
|
120
$8.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
113+ 3.61% |
$7.72K - $8.48K
|
3.24K
$237K
|