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 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.43K- 14.43% |
$97.6K - $107K
|
8.47K
$617K
|
|
|
Apr 25, 2025
Q1 2025
|
Innovative Wealth Building LLC
California, MD |
SELL
|
- |
-1.44K- 30.29% |
$98K - $108K
|
3.3K
$241K
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-1.44K- 21.57% |
$98.4K - $108K
|
5.24K
$381K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
-1.5K- 5.29% |
$102K - $112K
|
26.8K
$1.95M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.54K- 15.63% |
$105K - $115K
|
8.29K
$603K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.61K- 3.29% |
$110K - $120K
|
47.1K
$3.43M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-1.8K- 2.54% |
$123K - $135K
|
69.1K
$5.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.87K- 49.96% |
$128K - $140K
|
1.87K
$136K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.05K- 10.87% |
$140K - $153K
|
16.8K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.35K- 3.01% |
$161K - $177K
|
75.7K
$5.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.45K- 8.16% |
$167K - $184K
|
27.5K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.47K- 46.52% |
$168K - $185K
|
2.83K
$206K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.53K- 40.31% |
$173K - $190K
|
3.74K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.54K- 1.33% |
$174K - $191K
|
188K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.94K- 5.33% |
$201K - $220K
|
52.2K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.08K- 16.48% |
$210K - $231K
|
15.6K
$1.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-3.21K- 9.73% |
$220K - $241K
|
29.8K
$2.17M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-3.3K- 5.23% |
$225K - $247K
|
59.7K
$4.35M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.63K- 4.21% |
$248K - $272K
|
82.6K
$6.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-4.24K- 5.92% |
$289K - $318K
|
67.3K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-4.56K- 28.21% |
$312K - $342K
|
11.6K
$845K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4.62K- 6.86% |
$316K - $347K
|
62.7K
$4.57M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-5.5K- 8.83% |
$376K - $413K
|
56.8K
$4.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.77K- 51.33% |
$394K - $433K
|
5.48K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.45K- 15.38% |
$509K - $559K
|
41K
$2.98M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-7.53K- 7.14% |
$515K - $565K
|
97.9K
$7.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-8.02K- 43.63% |
$548K - $602K
|
10.4K
$755K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-9.42K- 71.23% |
$643K - $707K
|
3.8K
$277K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-10.1K- 24.19% |
$692K - $761K
|
31.8K
$2.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.1K- 3.32% |
$760K - $835K
|
324K
$23.6M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11.8K- 2.46% |
$804K - $883K
|
466K
$33.9M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-21.4K- 34.95% |
$1.46M - $1.6M
|
39.8K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-23.9K- 67.9% |
$1.63M - $1.79M
|
11.3K
$822K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-24.8K- 30.17% |
$1.69M - $1.86M
|
57.4K
$4.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-48.5K- 22.02% |
$3.31M - $3.64M
|
172K
$12.5M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-187K- 93.66% |
$12.8M - $14.1M
|
12.7K
$923K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-209K- 98.66% |
$14.3M - $15.7M
|
2.83K
$206K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-437K- 86.36% |
$29.9M - $32.8M
|
69.1K
$5.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-815K- 50.3% |
$55.7M - $61.2M
|
805K
$58.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.18M- 68.03% |
$80.5M - $88.4M
|
553K
$40.3M
|