Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Berman Mc Aleer LLC
Timonium, MD |
BUY
|
- |
353KNew |
$25.4M - $26.3M
|
353K
$25M
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
130KNew |
$9.35M - $9.67M
|
130K
$9.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
109KNew |
$7.82M - $8.08M
|
109K
$7.69M
|
|
|
Oct 28, 2025
Q3 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
104K+ 1160.21% |
$7.49M - $7.74M
|
113K
$8M
|
|
|
Oct 14, 2025
Q3 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
55.1K+ 61.35% |
$3.97M - $4.1M
|
145K
$10.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
39.3K+ 37.89% |
$2.83M - $2.92M
|
143K
$10.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
37.1K+ 14.87% |
$2.67M - $2.76M
|
287K
$20.3M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
35.4K+ 67.9% |
$2.55M - $2.63M
|
87.5K
$6.19M
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
30.5K+ 34.14% |
$2.2M - $2.27M
|
120K
$8.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
27.8K+ 155.48% |
$2M - $2.07M
|
45.7K
$3.23M
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
26.4KNew |
$1.9M - $1.97M
|
26.4K
$1.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
25.1K+ 180.78% |
$1.81M - $1.87M
|
39K
$2.76M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
23.5K+ 5.13% |
$1.69M - $1.75M
|
482K
$34.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
21.8K+ 27.54% |
$1.57M - $1.62M
|
101K
$7.15M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
20.2K+ 87.72% |
$1.45M - $1.5M
|
43.1K
$3.06M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
14.2K+ 213.29% |
$1.02M - $1.06M
|
20.8K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.1K+ 2.67% |
$803K - $830K
|
429K
$30.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
10.8K+ 4.84% |
$775K - $801K
|
233K
$16.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.3K+ 4.19% |
$745K - $770K
|
257K
$18.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
10.1K+ 7.42% |
$726K - $750K
|
146K
$10.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.14KNew |
$586K - $606K
|
8.14K
$577K
|
|
|
Oct 23, 2025
Q3 2025
|
Steinberganna Wealth Management
Huntington, NY |
BUY
|
- |
7.83KNew |
$564K - $583K
|
7.83K
$555K
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.1K+ 10.35% |
$439K - $454K
|
65K
$4.61M
|
|
|
Nov 04, 2025
Q3 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.92KNew |
$426K - $441K
|
5.92K
$419K
|
|
|
Oct 07, 2025
Q3 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
5.39KNew |
$388K - $401K
|
5.39K
$382K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.59K+ 16.45% |
$331K - $342K
|
32.5K
$2.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
4.46K+ 167.48% |
$321K - $332K
|
7.12K
$504K
|
|
|
Nov 05, 2025
Q3 2025
|
Horan Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.36KNew |
$314K - $325K
|
4.36K
$309K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.27K+ 9.02% |
$308K - $318K
|
51.6K
$3.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
4.24KNew |
$305K - $315K
|
4.24K
$300K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
4.03K+ 288.75% |
$290K - $300K
|
5.43K
$384K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.51K+ 3.12% |
$253K - $261K
|
116K
$8.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.49KNew |
$251K - $260K
|
3.49K
$247K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
3.34K+ 3.24% |
$240K - $248K
|
106K
$7.53M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.24K+ 30.65% |
$233K - $241K
|
13.8K
$978K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.1K+ 8.45% |
$223K - $231K
|
39.8K
$2.82M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.98KNew |
$215K - $222K
|
2.98K
$211K
|
|
|
Nov 04, 2025
Q3 2025
|
Tls Advisors LLC
Miami, FL |
BUY
|
- |
2.91KNew |
$210K - $217K
|
2.91K
$206K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.79KNew |
$201K - $208K
|
2.79K
$198K
|
|
|
Oct 14, 2025
Q3 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
2.77K+ 5.07% |
$199K - $206K
|
57.4K
$4.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
2.61K+ 7.85% |
$188K - $195K
|
35.9K
$2.54M
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
1.95K+ 16.7% |
$140K - $145K
|
13.6K
$965K
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.7K+ 5.49% |
$122K - $126K
|
32.7K
$2.31M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.67K+ 371.78% |
$120K - $125K
|
2.12K
$150K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.66KNew |
$120K - $124K
|
1.66K
$118K
|
|
|
Oct 27, 2025
Q3 2025
|
Genworth Financial Inc
|
BUY
|
- |
1.57K+ 0.33% |
$113K - $117K
|
471K
$33.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.51K+ 2.19% |
$109K - $113K
|
70.6K
$5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.5K+ 12.2% |
$108K - $112K
|
13.8K
$977K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
1.31K+ 4.1% |
$94.5K - $97.7K
|
33.3K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.21K+ 19.14% |
$87.4K - $90.4K
|
7.56K
$535K
|