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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
300New |
$20.5K - $22.5K
|
300
$21.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
296+ 1.22% |
$20.2K - $22.2K
|
24.6K
$1.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
277+ 0.67% |
$18.9K - $20.8K
|
41.3K
$3.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
270+ 7.22% |
$18.4K - $20.3K
|
4.01K
$292K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
253+ 790.63% |
$17.3K - $19K
|
285
$20.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
215+ 6.24% |
$14.7K - $16.1K
|
3.66K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
203+ 0.41% |
$13.9K - $15.2K
|
49.5K
$3.61M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
199+ 16.84% |
$13.6K - $14.9K
|
1.38K
$101K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
190+ 3.35% |
$13K - $14.3K
|
5.87K
$427K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
155+ 11.14% |
$10.6K - $11.6K
|
1.55K
$113K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
133+ 0.67% |
$9.09K - $9.98K
|
20K
$1.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
125New |
$8.54K - $9.38K
|
125
$9.1K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
120New |
$8.2K - $9.01K
|
120
$8.74K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
113+ 3.61% |
$7.72K - $8.48K
|
3.24K
$236K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
100+ 4.13% |
$6.83K - $7.51K
|
2.52K
$184K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100+ 1.6% |
$6.83K - $7.51K
|
6.35K
$462K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
97New |
$6.63K - $7.28K
|
97
$7.06K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
87+ 0.75% |
$5.94K - $6.53K
|
11.7K
$851K
|
|
|
Apr 09, 2025
Q1 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
82+ 0.23% |
$5.6K - $6.15K
|
35.6K
$2.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.35% |
$5.47K - $6K
|
22.7K
$1.65M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
80New |
$5.47K - $6K
|
80
$5.83K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
71+ 0.42% |
$4.85K - $5.33K
|
16.8K
$1.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
68+ 2.38% |
$4.65K - $5.1K
|
2.93K
$213K
|
|
|
Apr 22, 2025
Q1 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
66+ 1.52% |
$4.51K - $4.95K
|
4.42K
$322K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
64+ 0.43% |
$4.37K - $4.8K
|
15K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Variant Private Wealth, LLC
Tysons, VA |
BUY
|
- |
57+ 0.41% |
$3.89K - $4.28K
|
14K
$1.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
48New |
$3.28K - $3.6K
|
48
$3.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
37+ 0.32% |
$2.53K - $2.78K
|
11.6K
$844K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
34+ 1.09% |
$2.32K - $2.55K
|
3.15K
$230K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
33+ 0.42% |
$2.25K - $2.48K
|
7.97K
$580K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
32+ 0.2% |
$2.19K - $2.4K
|
16.2K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
32+ 0.17% |
$2.19K - $2.4K
|
19.1K
$1.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
30+ 0.43% |
$2.05K - $2.25K
|
6.99K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
BUY
|
- |
26+ 0.16% |
$1.78K - $1.95K
|
16.4K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
25+ 0.47% |
$1.71K - $1.88K
|
5.33K
$388K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
22+ 0.27% |
$1.5K - $1.65K
|
8.25K
$601K
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
22+ 0.22% |
$1.5K - $1.65K
|
10K
$730K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20+ 0.14% |
$1.37K - $1.5K
|
14.3K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
18+ 0.06% |
$1.23K - $1.35K
|
32.6K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 2.19% |
$956 - $1.05K
|
653
$47.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
14+ 0.28% |
$956 - $1.05K
|
4.98K
$362K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
13+ 0.43% |
$888 - $976
|
3.02K
$220K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
9+ 0.43% |
$615 - $676
|
2.11K
$153K
|
|
|
Apr 25, 2025
Q1 2025
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.12% |
$547 - $600
|
6.62K
$482K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
7+ 0.22% |
$478 - $525
|
3.26K
$237K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.13% |
$478 - $525
|
5.5K
$401K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 13.33% |
$410 - $450
|
51
$3.71K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6+ 0.09% |
$410 - $450
|
6.44K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
6+ 0.19% |
$410 - $450
|
3.2K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6+ 0.14% |
$410 - $450
|
4.16K
$303K
|