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 11, 2025
Q1 2025
|
Seneca House Advisors
|
SELL
|
- |
-1- 0.02% |
$68.3 - $75.1
|
5.5K
$405K
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-4- 0.12% |
$273 - $300
|
3.24K
$238K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.73% |
$273 - $300
|
543
$39.9K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-5- 0.02% |
$342 - $375
|
26.3K
$1.94M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-12- 0.2% |
$820 - $901
|
6.02K
$443K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.2% |
$888 - $976
|
6.33K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-16- 0.13% |
$1.09K - $1.2K
|
12.6K
$930K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-18- 0.6% |
$1.23K - $1.35K
|
3K
$221K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-19- 0.08% |
$1.3K - $1.43K
|
24.6K
$1.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 80.0% |
$1.64K - $1.8K
|
6
$441
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-24- 0.75% |
$1.64K - $1.8K
|
3.17K
$233K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-30- 0.28% |
$2.05K - $2.25K
|
10.9K
$800K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-30- 0.48% |
$2.05K - $2.25K
|
6.16K
$453K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-32- 14.04% |
$2.19K - $2.4K
|
196
$14.4K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.81% |
$2.46K - $2.7K
|
4.42K
$325K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-48- 0.7% |
$3.28K - $3.6K
|
6.8K
$500K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-49- 0.88% |
$3.35K - $3.68K
|
5.5K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 0.28% |
$3.55K - $3.9K
|
18.6K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-54- 0.38% |
$3.69K - $4.05K
|
14.1K
$1.04M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-62- 0.19% |
$4.24K - $4.65K
|
32.9K
$2.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-62- 1.83% |
$4.24K - $4.65K
|
3.32K
$244K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 1.09% |
$4.65K - $5.1K
|
6.2K
$456K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 0.55% |
$4.99K - $5.48K
|
13.1K
$965K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-78- 0.5% |
$5.33K - $5.85K
|
15.6K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78- 1.13% |
$5.33K - $5.85K
|
6.84K
$503K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-86- 0.75% |
$5.88K - $6.46K
|
11.4K
$841K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-87- 2.75% |
$5.94K - $6.53K
|
3.08K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-89- 3.08% |
$6.08K - $6.68K
|
2.8K
$206K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-90- 38.3% |
$6.15K - $6.76K
|
145
$10.7K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-93- 2.77% |
$6.35K - $6.98K
|
3.26K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-93- 0.06% |
$6.35K - $6.98K
|
162K
$11.9M
|
|
|
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
$957K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-100- 0.93% |
$6.83K - $7.51K
|
10.6K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-107- 2.81% |
$7.31K - $8.03K
|
3.7K
$272K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-108- 1.13% |
$7.38K - $8.11K
|
9.41K
$692K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-109- 1.4% |
$7.45K - $8.18K
|
7.67K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-110- 0.87% |
$7.52K - $8.26K
|
12.6K
$926K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 2.13% |
$8.2K - $9.01K
|
5.52K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-121- 50.0% |
$8.27K - $9.08K
|
121
$8.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-124- 1.56% |
$8.47K - $9.31K
|
7.81K
$574K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-133- 0.44% |
$9.09K - $9.98K
|
30.2K
$2.22M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-135- 1.78% |
$9.22K - $10.1K
|
7.44K
$547K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-136- 0.3% |
$9.29K - $10.2K
|
45.9K
$3.38M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-139- 2.32% |
$9.5K - $10.4K
|
5.86K
$431K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-144- 0.22% |
$9.84K - $10.8K
|
66.5K
$4.89M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-150- 0.36% |
$10.2K - $11.3K
|
41K
$3.01M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-150- 2.43% |
$10.2K - $11.3K
|
6.01K
$442K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-153- 2.4% |
$10.5K - $11.5K
|
6.22K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-154- 1.98% |
$10.5K - $11.6K
|
7.63K
$561K
|