Sequoia Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Sequoia Financial Advisors, LLC

$14.6 Billion
Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 108,597 shares of SPLV stock, worth $7.69 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

108,597

Holding current value

$7.69 Million

% of portfolio

0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$72.01 - $74.44 $7.82 Million - $8.08 Million	108,597 New	108,597 $7.98 Million
Q2 2025 Jul 25, 2025	SELL	$68.13 - $74.77 $3.87 Million - $4.25 Million	-56,826 Reduced 33.09%	114,917 $8.37 Million
Q1 2025 Apr 23, 2025	SELL	$68.32 - $75.06 $3.31 Million - $3.64 Million	-48,495 Reduced 22.02%	171,743 $12.8 Million
Q4 2024 Aug 08, 2025	BUY	$69.58 - $74.87 $7.33 Million - $7.89 Million	105,321 Added 91.65%	220,238 $15.4 Million
Q4 2024 Feb 07, 2025	BUY	$69.58 - $74.87 $15.3 Million - $16.5 Million	220,238 New	220,238 $15.4 Million
Q2 2024 Jul 15, 2024	BUY	$62.61 - $66.18 $268,471 - $283,779	4,288 New	4,288 $278,000
Q4 2023 Jan 25, 2024	BUY	$57.48 - $63.4 $123,294 - $135,993	2,145 Added 43.8%	7,042 $441,000
Q3 2023 Nov 08, 2023	SELL	$58.79 - $64.1 $30,218 - $32,947	-514 Reduced 9.5%	4,897 $287,000
Q1 2023 Apr 24, 2023	SELL	$59.48 - $65.02 $15,345 - $16,775	-258 Reduced 4.55%	5,411 $337,000
Q4 2022 Jan 17, 2023	BUY	$56.92 - $65.36 $29,370 - $33,725	516 Added 10.01%	5,669 $0
Q3 2022 Oct 26, 2022	SELL	$57.83 - $67.03 $77,954 - $90,356	-1,348 Reduced 20.74%	5,153 $298,000
Q2 2022 Jul 22, 2022	BUY	$58.54 - $69.42 $7,668 - $9,094	131 Added 2.06%	6,501 $403,000
Q1 2022 May 13, 2022	BUY	$62.23 - $68.01 $94,651 - $103,443	1,521 Added 31.37%	6,370 $427,000
Q4 2021 Feb 11, 2022	BUY	$61.08 - $68.63 $296,176 - $332,786	4,849 New	4,849 $333,000
Q3 2021 Oct 26, 2021	SELL	$60.84 - $64.67 $299,515 - $318,370	-4,923 Closed	0 $0
Q2 2021 Jul 27, 2021	BUY	$58.35 - $61.95 $58 - $61	1 Added 0.02%	4,923 $300,000
Q1 2021 May 14, 2021	SELL	$53.92 - $58.74 $249,811 - $272,142	-4,633 Reduced 48.49%	4,922 $286,000
Q4 2020 Feb 12, 2021	BUY	$52.03 - $56.23 $497,146 - $537,277	9,555 New	9,555 $537,000
Q3 2020 Oct 23, 2020	SELL	$49.96 - $55.57 $304,106 - $338,254	-6,087 Closed	0 $0
Q2 2020 Aug 25, 2020	BUY	$44.63 - $51.65 $271,662 - $314,393	6,087 New	6,087 $302,000
Q2 2020 Aug 11, 2020	SELL	$44.63 - $51.65 $258,318 - $298,950	-5,788 Closed	0 $302,000
Q1 2020 May 11, 2020	BUY	$39.35 - $62.03 $52,060 - $82,065	1,323 Added 29.63%	5,788 $272,000
Q4 2019 Feb 13, 2020	BUY	$56.67 - $58.34 $253,031 - $260,488	4,465 New	4,465 $260,000
Q3 2019 Oct 22, 2019	SELL	$54.33 - $57.96 $228,240 - $243,489	-4,201 Closed	0 $0
Q2 2019 Jul 31, 2019	SELL	$52.28 - $56.09 $1,254 - $1,346	-24 Reduced 0.57%	4,201 $231,000
Q1 2019 May 13, 2019	BUY	$45.48 - $52.64 $192,153 - $222,404	4,225 New	4,225 $222,000

Others Institutions Holding SPLV

# of Institutions

856

Shares Held

63M

Call Options Held

460K

Put Options Held

33.3K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

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Sequoia Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History