Cliftonlarsonallen Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

$5.95 Billion
Q2 2025

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 374,000 shares of SPLV stock, worth $27.5 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

374,000

Previous 372,669 0.36%

Holding current value

$27.5 Million

Previous $27.8 Million 2.19%

% of portfolio

0.46%

Previous 0.52%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	BUY	$68.13 - $74.77 $90,681 - $99,518	1,331 Added 0.36%	374,000 $27.2 Million
Q1 2025 Apr 16, 2025	BUY	$68.32 - $75.06 $784,040 - $861,388	11,476 Added 3.18%	372,669 $27.8 Million
Q4 2024 Jan 14, 2025	SELL	$69.58 - $74.87 $414,001 - $445,476	-5,950 Reduced 1.62%	361,193 $25.3 Million
Q3 2024 Oct 11, 2024	SELL	$64.57 - $71.76 $886,158 - $984,834	-13,724 Reduced 3.6%	367,143 $26.3 Million
Q2 2024 Jul 11, 2024	BUY	$62.61 - $66.18 $166,229 - $175,707	2,655 Added 0.7%	380,867 $24.7 Million
Q1 2024 May 02, 2024	SELL	$62.43 - $65.87 $492,947 - $520,109	-7,896 Reduced 2.05%	378,212 $24.9 Million
Q4 2023 Jan 16, 2024	SELL	$57.48 - $63.4 $1.41 Million - $1.56 Million	-24,543 Reduced 5.98%	386,108 $24.2 Million
Q3 2023 Oct 13, 2023	SELL	$58.79 - $64.1 $414,528 - $451,969	-7,051 Reduced 1.69%	410,651 $24.1 Million
Q2 2023 Jul 14, 2023	SELL	$60.28 - $64.24 $988,893 - $1.05 Million	-16,405 Reduced 3.78%	417,702 $26.2 Million
Q1 2023 Apr 12, 2023	BUY	$59.48 - $65.02 $492,970 - $538,885	8,288 Added 1.95%	434,107 $27.1 Million
Q4 2022 Jan 19, 2023	BUY	$56.92 - $65.36 $24.2 Million - $27.8 Million	425,819 New	425,819 $0
Q2 2022 Jul 08, 2022	BUY	$58.54 - $69.42 $769,683 - $912,734	13,148 Added 3.6%	378,235 $23.5 Million
Q1 2022 Apr 27, 2022	BUY	$62.23 - $68.01 $122,033 - $133,367	1,961 Added 0.54%	365,087 $24.5 Million
Q4 2021 Jan 26, 2022	SELL	$61.08 - $68.63 $83,496 - $93,817	-1,367 Reduced 0.38%	363,126 $24.9 Million
Q3 2021 Nov 02, 2021	BUY	$60.84 - $64.67 $22.2 Million - $23.6 Million	364,493 New	364,493 $22.2 Million
Q3 2021 Oct 14, 2021	SELL	$60.84 - $64.67 $21.5 Million - $22.9 Million	-353,554 Closed	0 $0
Q2 2021 Jul 21, 2021	BUY	$58.35 - $61.95 $489,323 - $519,512	8,386 Added 2.43%	353,554 $21.5 Million
Q1 2021 May 24, 2021	BUY	$53.92 - $58.74 $1.3 Million - $1.42 Million	24,105 Added 7.51%	345,168 $20.1 Million
Q4 2020 Jan 14, 2021	BUY	$52.03 - $56.23 $86,629 - $93,622	1,665 Added 0.52%	321,063 $18.1 Million
Q3 2020 Oct 13, 2020	BUY	$49.96 - $55.57 $448,041 - $498,351	8,968 Added 2.89%	319,398 $17.1 Million
Q2 2020 Jul 16, 2020	BUY	$44.63 - $51.65 $12.1 Million - $14 Million	271,507 Added 697.55%	310,430 $15.4 Million
Q4 2019 Jan 29, 2020	BUY	$56.67 - $58.34 $2.21 Million - $2.27 Million	38,923 New	38,923 $2.27 Million

Others Institutions Holding SPLV

# of Institutions

862

Shares Held

256M

Call Options Held

460K

Put Options Held

37.6K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

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Cliftonlarsonallen Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History