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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-213- 24.12% |
$14.6K - $16K
|
670
$49.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-217- 5.87% |
$14.8K - $16.3K
|
3.48K
$255K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-242- 0.88% |
$16.5K - $18.2K
|
27.1K
$1.99M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-247- 0.18% |
$16.9K - $18.5K
|
135K
$9.9M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-249- 4.21% |
$17K - $18.7K
|
5.67K
$416K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-250- 3.16% |
$17.1K - $18.8K
|
7.66K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-269- 0.72% |
$18.4K - $20.2K
|
36.9K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-276- 3.2% |
$18.9K - $20.7K
|
8.35K
$612K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-280- 11.21% |
$19.1K - $21K
|
2.22K
$163K
|
|
|
May 13, 2025
Q1 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-293- 1.34% |
$20K - $22K
|
21.7K
$1.59M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-301- 5.76% |
$20.6K - $22.6K
|
4.92K
$361K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-304- 1.96% |
$20.8K - $22.8K
|
15.2K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-306- 0.65% |
$20.9K - $23K
|
46.8K
$3.43M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-310- 0.31% |
$21.2K - $23.3K
|
101K
$7.41M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-312- 1.17% |
$21.3K - $23.4K
|
26.4K
$1.94M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-314- 4.05% |
$21.5K - $23.6K
|
7.44K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-315- 7.9% |
$21.5K - $23.6K
|
3.67K
$269K
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-323- 1.16% |
$22.1K - $24.2K
|
27.5K
$2.01M
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-324- 0.87% |
$22.1K - $24.3K
|
37.1K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-331- 7.79% |
$22.6K - $24.8K
|
3.92K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-347- 3.66% |
$23.7K - $26K
|
9.15K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-373- 2.11% |
$25.5K - $28K
|
17.3K
$1.27M
|
|
|
May 07, 2025
Q1 2025
|
Schaeffer Financial LLC
|
SELL
|
- |
-383- 1.05% |
$26.2K - $28.7K
|
36.2K
$2.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-385- 11.6% |
$26.3K - $28.9K
|
2.93K
$215K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-398- 4.99% |
$27.2K - $29.9K
|
7.58K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
SELL
|
- |
-413- 4.81% |
$28.2K - $31K
|
8.17K
$599K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-440- 2.25% |
$30.1K - $33K
|
19.1K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Kendall Capital Management
|
SELL
|
- |
-480- 7.74% |
$32.8K - $36K
|
5.72K
$419K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-488- 4.54% |
$33.3K - $36.6K
|
10.3K
$753K
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-513- 1.92% |
$35K - $38.5K
|
26.2K
$1.92M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-523- 4.43% |
$35.7K - $39.3K
|
11.3K
$827K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-527- 1.79% |
$36K - $39.6K
|
28.9K
$2.12M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-550- 9.73% |
$37.6K - $41.3K
|
5.1K
$374K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-567- 2.13% |
$38.7K - $42.6K
|
26K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-569- 0.37% |
$38.9K - $42.7K
|
152K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-573- 4.49% |
$39.1K - $43K
|
12.2K
$894K
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-599- 11.01% |
$40.9K - $45K
|
4.84K
$355K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-605- 5.8% |
$41.3K - $45.4K
|
9.83K
$720K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-618- 4.53% |
$42.2K - $46.4K
|
13K
$955K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
SELL
|
- |
-627- 3.43% |
$42.8K - $47.1K
|
17.7K
$1.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-629- 14.0% |
$43K - $47.2K
|
3.86K
$283K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-662- 27.79% |
$45.2K - $49.7K
|
1.72K
$126K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-665- 1.45% |
$45.4K - $49.9K
|
45.3K
$3.32M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-669- 3.34% |
$45.7K - $50.2K
|
19.3K
$1.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-670- 3.23% |
$45.8K - $50.3K
|
20.1K
$1.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-671- 1.89% |
$45.8K - $50.4K
|
34.9K
$2.56M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-680- 4.33% |
$46.5K - $51K
|
15K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-683- 5.38% |
$46.7K - $51.3K
|
12K
$881K
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-700- 77.78% |
$47.8K - $52.5K
|
200
$14.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-708- 2.73% |
$48.4K - $53.1K
|
25.2K
$1.85M
|