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 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-13- 0.2% |
$888 - $976
|
6.33K
$458K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-16- 0.13% |
$1.09K - $1.2K
|
12.6K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-18- 0.6% |
$1.23K - $1.35K
|
3K
$217K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-19- 0.08% |
$1.3K - $1.43K
|
24.6K
$1.77M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-24- 80.0% |
$1.64K - $1.8K
|
6
$433
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-24- 0.75% |
$1.64K - $1.8K
|
3.17K
$229K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-30- 0.28% |
$2.05K - $2.25K
|
10.9K
$785K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-30- 0.48% |
$2.05K - $2.25K
|
6.16K
$445K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-32- 14.04% |
$2.19K - $2.4K
|
196
$14.2K
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36- 0.81% |
$2.46K - $2.7K
|
4.42K
$319K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-48- 0.7% |
$3.28K - $3.6K
|
6.8K
$491K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-49- 0.88% |
$3.35K - $3.68K
|
5.5K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-52- 0.28% |
$3.55K - $3.9K
|
18.6K
$1.35M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
SELL
|
- |
-54- 0.38% |
$3.69K - $4.05K
|
14.1K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-62- 1.83% |
$4.24K - $4.65K
|
3.32K
$240K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-62- 0.19% |
$4.24K - $4.65K
|
32.9K
$2.38M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-68- 1.09% |
$4.65K - $5.1K
|
6.2K
$448K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-73- 0.55% |
$4.99K - $5.48K
|
13.1K
$947K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-78- 1.13% |
$5.33K - $5.85K
|
6.84K
$494K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-78- 0.5% |
$5.33K - $5.85K
|
15.6K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-86- 0.75% |
$5.88K - $6.46K
|
11.4K
$826K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-87- 2.75% |
$5.94K - $6.53K
|
3.08K
$222K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-89- 3.08% |
$6.08K - $6.68K
|
2.8K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-90- 38.3% |
$6.15K - $6.76K
|
145
$10.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-93- 0.06% |
$6.35K - $6.98K
|
162K
$11.7M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-93- 2.77% |
$6.35K - $6.98K
|
3.26K
$235K
|
|
|
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
$940K
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-100- 0.93% |
$6.83K - $7.51K
|
10.6K
$766K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-107- 2.81% |
$7.31K - $8.03K
|
3.7K
$267K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-108- 1.13% |
$7.38K - $8.11K
|
9.41K
$680K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-110- 0.87% |
$7.52K - $8.26K
|
12.6K
$909K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-120- 2.13% |
$8.2K - $9.01K
|
5.52K
$398K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-121- 50.0% |
$8.27K - $9.08K
|
121
$8.74K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-124- 1.56% |
$8.47K - $9.31K
|
7.81K
$564K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-133- 0.44% |
$9.09K - $9.98K
|
30.2K
$2.18M
|
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-135- 1.78% |
$9.22K - $10.1K
|
7.44K
$537K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-136- 0.3% |
$9.29K - $10.2K
|
45.9K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-139- 2.32% |
$9.5K - $10.4K
|
5.86K
$423K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-144- 0.22% |
$9.84K - $10.8K
|
66.5K
$4.8M
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
SELL
|
- |
-150- 2.43% |
$10.2K - $11.3K
|
6.01K
$434K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-150- 0.36% |
$10.2K - $11.3K
|
41K
$2.96M
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-153- 2.4% |
$10.5K - $11.5K
|
6.22K
$449K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-154- 1.98% |
$10.5K - $11.6K
|
7.63K
$551K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-155- 4.57% |
$10.6K - $11.6K
|
3.24K
$234K
|
|
|
May 28, 2025
Q1 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-159- 2.83% |
$10.9K - $11.9K
|
5.47K
$395K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-165- 0.62% |
$11.3K - $12.4K
|
26.4K
$1.91M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
SELL
|
- |
-181- 5.34% |
$12.4K - $13.6K
|
3.21K
$232K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-185- 1.41% |
$12.6K - $13.9K
|
12.9K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-189- 17.37% |
$12.9K - $14.2K
|
899
$64.9K
|