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 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.81KNew |
$192K - $211K
|
2.81K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
2.8KNew |
$191K - $210K
|
2.8K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.77KNew |
$189K - $208K
|
2.77K
$204K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
2.76KNew |
$189K - $207K
|
2.76K
$203K
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
2.76KNew |
$189K - $207K
|
2.76K
$203K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.74KNew |
$187K - $206K
|
2.74K
$202K
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.74KNew |
$187K - $205K
|
2.74K
$201K
|
|
|
Apr 21, 2025
Q1 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$186K - $205K
|
2.73K
$201K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
2.72KNew |
$186K - $204K
|
2.72K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.72KNew |
$186K - $204K
|
2.72K
$200K
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.71KNew |
$185K - $204K
|
2.71K
$200K
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
2.69KNew |
$184K - $202K
|
2.69K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.69K+ 68.83% |
$184K - $202K
|
6.59K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
2.69K+ 8.85% |
$183K - $202K
|
33K
$2.43M
|
|
|
May 27, 2025
Q1 2025
|
Sws Partners
|
BUY
|
- |
2.69KNew |
$183K - $202K
|
2.69K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.69K+ 6.7% |
$183K - $202K
|
42.7K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
BUY
|
- |
2.68KNew |
$183K - $201K
|
2.68K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.68KNew |
$183K - $201K
|
2.68K
$197K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
2.68K+ 63.35% |
$183K - $201K
|
6.91K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.61K+ 1.08% |
$178K - $196K
|
243K
$17.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.59K+ 1369.84% |
$177K - $194K
|
2.78K
$204K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 11.01% |
$171K - $188K
|
25.2K
$1.86M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.45K+ 43.32% |
$167K - $184K
|
8.11K
$596K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.39K+ 6.33% |
$163K - $179K
|
40.1K
$2.95M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.26K+ 5.44% |
$155K - $170K
|
43.9K
$3.23M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.14K+ 489.24% |
$146K - $160K
|
2.58K
$189K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
2.11K+ 33.3% |
$144K - $159K
|
8.46K
$622K
|
|
|
Apr 23, 2025
Q1 2025
|
Genworth Financial Inc
|
BUY
|
- |
2.03K+ 0.44% |
$139K - $152K
|
467K
$34.4M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.01K+ 7.9% |
$137K - $151K
|
27.4K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.94K+ 14.0% |
$132K - $145K
|
15.8K
$1.16M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.91K+ 17.34% |
$131K - $144K
|
12.9K
$952K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.76K+ 99.38% |
$121K - $132K
|
3.54K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.73K+ 3.0% |
$118K - $129K
|
59.2K
$4.35M
|
|
|
May 12, 2025
Q1 2025
|
Ballast, Inc.
|
BUY
|
- |
1.66K+ 0.85% |
$114K - $125K
|
196K
$14.4M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.62KNew |
$111K - $122K
|
1.62K
$119K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.43KNew |
$97.9K - $108K
|
1.43K
$105K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.42K+ 1.23% |
$97.3K - $107K
|
117K
$8.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
1.41K+ 16.21% |
$96.5K - $106K
|
10.1K
$745K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.35K+ 293.68% |
$92.1K - $101K
|
1.81K
$133K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.33K+ 29.32% |
$90.6K - $99.5K
|
5.85K
$430K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.31K+ 2.17% |
$89.4K - $98.3K
|
61.6K
$4.54M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.26K+ 125.27% |
$86.4K - $94.9K
|
2.27K
$167K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.24K+ 39.22% |
$84.8K - $93.1K
|
4.41K
$324K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.18K+ 14.55% |
$80.7K - $88.6K
|
9.3K
$684K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.14K+ 8.26% |
$77.7K - $85.4K
|
14.9K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.13K+ 12.34% |
$76.9K - $84.5K
|
10.3K
$754K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.11K+ 34.88% |
$75.5K - $82.9K
|
4.27K
$314K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.08K+ 5.66% |
$74K - $81.3K
|
20.2K
$1.49M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
1K+ 15.08% |
$68.3K - $75.1K
|
7.63K
$561K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
998+ 5.4% |
$68.2K - $74.9K
|
19.5K
$1.43M
|