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 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6+ 0.14% |
$410 - $450
|
4.4K
$320K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6+ 0.12% |
$410 - $450
|
5.13K
$374K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
4+ 0.09% |
$273 - $300
|
4.31K
$314K
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4+ 0.05% |
$273 - $300
|
8.82K
$642K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4+ 0.11% |
$273 - $300
|
3.53K
$257K
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.06% |
$205 - $225
|
5.3K
$386K
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
3+ 0.09% |
$205 - $225
|
3.36K
$245K
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
3+ 0.01% |
$205 - $225
|
32.8K
$2.39M
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
2+ 0.03% |
$137 - $150
|
6.1K
$444K
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
2+ 0.06% |
$137 - $150
|
3.53K
$257K
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2+ 0.02% |
$137 - $150
|
9.76K
$711K
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2+ 0.07% |
$137 - $150
|
3.06K
$223K
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1+ 0.03% |
$68.3 - $75.1
|
3.8K
$277K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1+ 0.13% |
$68.3 - $75.1
|
796
$58K
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.16% |
$68.3 - $75.1
|
635
$46.2K
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$68.3 - $75.1
|
13K
$950K
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.79% |
$68.3 - $75.1
|
127
$9.25K
|
|
May 02, 2025
Q1 2025
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1+ 0.03% |
$68.3 - $75.1
|
3.19K
$233K
|
|
Apr 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1- 0.02% |
$68.3 - $75.1
|
5.5K
$401K
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.73% |
$273 - $300
|
543
$39.5K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5- 0.02% |
$342 - $375
|
26.3K
$1.92M
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-12- 0.2% |
$820 - $901
|
6.02K
$439K
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.2% |
$888 - $976
|
6.33K
$461K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-16- 0.13% |
$1.09K - $1.2K
|
12.6K
$920K
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-19- 0.08% |
$1.3K - $1.43K
|
24.6K
$1.79M
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 80.0% |
$1.64K - $1.8K
|
6
$437
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-24- 0.75% |
$1.64K - $1.8K
|
3.17K
$231K
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-30- 0.48% |
$2.05K - $2.25K
|
6.16K
$448K
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-30- 0.28% |
$2.05K - $2.25K
|
10.9K
$792K
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-48- 0.7% |
$3.28K - $3.6K
|
6.8K
$495K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-62- 0.19% |
$4.24K - $4.65K
|
32.9K
$2.4M
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-62- 1.83% |
$4.24K - $4.65K
|
3.32K
$242K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 1.09% |
$4.65K - $5.1K
|
6.2K
$451K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 0.55% |
$4.99K - $5.48K
|
13.1K
$955K
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78- 1.13% |
$5.33K - $5.85K
|
6.84K
$498K
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-89- 3.08% |
$6.08K - $6.68K
|
2.8K
$204K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-90- 38.3% |
$6.15K - $6.76K
|
145
$10.6K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-93- 0.06% |
$6.35K - $6.98K
|
162K
$11.8M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-93- 2.77% |
$6.35K - $6.98K
|
3.26K
$237K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-98Closed |
$6.7K - $7.36K
|
0
$0
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-99- 0.76% |
$6.76K - $7.43K
|
13K
$947K
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-108- 1.13% |
$7.38K - $8.11K
|
9.41K
$685K
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-110- 0.87% |
$7.52K - $8.26K
|
12.6K
$917K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 2.13% |
$8.2K - $9.01K
|
5.52K
$402K
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-124- 1.56% |
$8.47K - $9.31K
|
7.81K
$569K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-133- 0.44% |
$9.09K - $9.98K
|
30.2K
$2.2M
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-136- 0.3% |
$9.29K - $10.2K
|
45.9K
$3.34M
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-144- 0.22% |
$9.84K - $10.8K
|
66.5K
$4.84M
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-150- 0.36% |
$10.2K - $11.3K
|
41K
$2.98M
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 4.57% |
$10.6K - $11.6K
|
3.24K
$236K
|