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 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
244KNew |
$16.7M - $18.3M
|
244K
$17.8M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209K+ 8016.88% |
$14.3M - $15.7M
|
212K
$15.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
198KNew |
$13.5M - $14.8M
|
198K
$14.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
196K+ 4656.4% |
$13.4M - $14.7M
|
200K
$14.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
173K+ 2107.67% |
$11.8M - $13M
|
181K
$13.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
140K+ 3299.39% |
$9.56M - $10.5M
|
144K
$10.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
105K+ 1308625.0% |
$7.15M - $7.86M
|
105K
$7.63M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
95.6KNew |
$6.53M - $7.18M
|
95.6K
$6.97M
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
91K+ 899.7% |
$6.22M - $6.83M
|
101K
$7.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
84.7K+ 18.42% |
$5.79M - $6.36M
|
545K
$39.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
83K+ 232.19% |
$5.67M - $6.23M
|
119K
$8.65M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
70.7K+ 105.76% |
$4.83M - $5.31M
|
138K
$10M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
62.3KNew |
$4.25M - $4.67M
|
62.3K
$4.53M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61.3KNew |
$4.19M - $4.6M
|
61.3K
$4.46M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
51.5K+ 35.95% |
$3.52M - $3.86M
|
195K
$14.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
49KNew |
$3.35M - $3.68M
|
49K
$3.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.8K+ 246.37% |
$3.33M - $3.66M
|
68.6K
$5M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
41.5K+ 171.59% |
$2.84M - $3.12M
|
65.7K
$4.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
40.6K+ 350.81% |
$2.77M - $3.05M
|
52.2K
$3.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26.1K+ 727.46% |
$1.78M - $1.96M
|
29.7K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
24.8KNew |
$1.7M - $1.86M
|
24.8K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6K+ 252.75% |
$1.68M - $1.85M
|
34.4K
$2.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.5K+ 8.37% |
$1.61M - $1.77M
|
305K
$22.2M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
23.1KNew |
$1.58M - $1.73M
|
23.1K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
21.8KNew |
$1.49M - $1.64M
|
21.8K
$1.59M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
19.5K+ 4.69% |
$1.33M - $1.46M
|
435K
$31.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
19.3K+ 13226.71% |
$1.32M - $1.45M
|
19.5K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19KNew |
$1.3M - $1.42M
|
19K
$1.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
14.8KNew |
$1.01M - $1.11M
|
14.8K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
14K+ 100.0% |
$958K - $1.05M
|
28K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.3K+ 2.2% |
$910K - $999K
|
619K
$45.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
11.5K+ 3.18% |
$784K - $861K
|
373K
$27.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Life Advisors
|
BUY
|
- |
11KNew |
$752K - $826K
|
11K
$802K
|
|
|
Apr 24, 2025
Q1 2025
|
Hicks Capital Management LLC
Columbus, OH |
BUY
|
- |
10.7KNew |
$732K - $804K
|
10.7K
$781K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
10.1K+ 97.21% |
$690K - $758K
|
20.5K
$1.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
9.39K+ 46.78% |
$642K - $705K
|
29.5K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
8.95KNew |
$611K - $672K
|
8.95K
$652K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.81K+ 4.13% |
$602K - $661K
|
222K
$16.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.54K+ 6.23% |
$583K - $641K
|
146K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.11KNew |
$486K - $534K
|
7.11K
$518K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.97K+ 90.93% |
$476K - $523K
|
14.6K
$1.07M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
6.25K+ 80.61% |
$427K - $469K
|
14K
$1.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.15K+ 102533.33% |
$420K - $462K
|
6.16K
$448K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
5.9KNew |
$403K - $443K
|
5.9K
$429K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.82KNew |
$397K - $437K
|
5.82K
$424K
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
BUY
|
- |
5.57KNew |
$380K - $418K
|
5.57K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
5.29KNew |
$361K - $397K
|
5.29K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.83K+ 98.33% |
$330K - $362K
|
9.74K
$709K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.51K+ 11.09% |
$308K - $339K
|
45.2K
$3.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
4.43KNew |
$303K - $332K
|
4.43K
$322K
|