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 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.05K+ 9.69% |
$276K - $304K
|
45.8K
$3.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.93K+ 4.83% |
$268K - $295K
|
85.3K
$6.21M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.79KNew |
$259K - $285K
|
3.79K
$276K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.64K+ 24.46% |
$249K - $273K
|
18.5K
$1.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
3.53KNew |
$241K - $265K
|
3.53K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
3.48KNew |
$238K - $261K
|
3.48K
$254K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.36K+ 3.16% |
$229K - $252K
|
110K
$7.99M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
3.23K+ 5.96% |
$221K - $242K
|
57.4K
$4.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.2K+ 32.5% |
$218K - $240K
|
13K
$949K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.19KNew |
$218K - $239K
|
3.19K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
3.17KNew |
$217K - $238K
|
3.17K
$231K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
2.9KNew |
$198K - $218K
|
2.9K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.84KNew |
$194K - $213K
|
2.84K
$207K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.77KNew |
$189K - $208K
|
2.77K
$202K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.76KNew |
$189K - $207K
|
2.76K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.76KNew |
$189K - $207K
|
2.76K
$201K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.74KNew |
$187K - $206K
|
2.74K
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$186K - $205K
|
2.73K
$199K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$185K - $204K
|
2.71K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.69K+ 6.7% |
$183K - $202K
|
42.7K
$3.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.68K+ 63.35% |
$183K - $201K
|
6.91K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.59K+ 1369.84% |
$177K - $194K
|
2.78K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 11.01% |
$171K - $188K
|
25.2K
$1.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 6.33% |
$163K - $179K
|
40.1K
$2.92M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.14K+ 489.24% |
$146K - $160K
|
2.58K
$188K
|
|
|
Apr 23, 2025
Q1 2025
|
Genworth Financial Inc
|
BUY
|
- |
2.03K+ 0.44% |
$139K - $152K
|
467K
$34M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.94K+ 14.0% |
$132K - $145K
|
15.8K
$1.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.91K+ 17.34% |
$131K - $144K
|
12.9K
$943K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$111K - $122K
|
1.62K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.43KNew |
$97.9K - $108K
|
1.43K
$104K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.41K+ 16.21% |
$96.5K - $106K
|
10.1K
$737K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 125.27% |
$86.4K - $94.9K
|
2.27K
$166K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1K+ 15.08% |
$68.3K - $75.1K
|
7.63K
$556K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
986+ 32.49% |
$67.4K - $74K
|
4.02K
$293K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
894+ 3.43% |
$61.1K - $67.1K
|
26.9K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
864+ 6.6% |
$59K - $64.9K
|
14K
$1.02M
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
BUY
|
- |
805+ 25.97% |
$55K - $60.4K
|
3.91K
$284K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
803+ 3.71% |
$54.9K - $60.3K
|
22.4K
$1.63M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
795+ 5.34% |
$54.3K - $59.7K
|
15.7K
$1.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
723+ 13.48% |
$49.4K - $54.3K
|
6.09K
$443K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
597+ 2.64% |
$40.8K - $44.8K
|
23.2K
$1.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
586+ 8.38% |
$40K - $44K
|
7.58K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
486+ 14.36% |
$33.2K - $36.5K
|
3.87K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
475+ 2.63% |
$32.5K - $35.7K
|
18.5K
$1.35M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
BUY
|
- |
450+ 0.49% |
$30.7K - $33.8K
|
91.6K
$6.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
424+ 9.81% |
$29K - $31.8K
|
4.75K
$346K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
423+ 3.95% |
$28.9K - $31.8K
|
11.1K
$810K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
400New |
$27.3K - $30K
|
400
$29.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
390+ 8.54% |
$26.6K - $29.3K
|
4.96K
$361K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
370+ 3.35% |
$25.3K - $27.8K
|
11.4K
$832K
|