Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
741+ 0.87% |
$50.5K - $55.4K
|
86K
$6.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
720+ 313.04% |
$49.1K - $53.8K
|
950
$69.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
719+ 35.28% |
$49K - $53.8K
|
2.76K
$203K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
718+ 2.48% |
$48.9K - $53.7K
|
29.7K
$2.18M
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
609+ 19.91% |
$41.5K - $45.5K
|
3.67K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
608+ 11.48% |
$41.4K - $45.5K
|
5.91K
$434K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
601+ 7.2% |
$40.9K - $44.9K
|
8.95K
$658K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
587+ 2.14% |
$40K - $43.9K
|
28K
$2.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
577+ 10.72% |
$39.3K - $43.1K
|
5.96K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
528+ 0.5% |
$36K - $39.5K
|
106K
$7.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
514+ 0.75% |
$35K - $38.4K
|
69.1K
$5.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
500+ 95.42% |
$34.1K - $37.4K
|
1.02K
$75.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
490+ 10.27% |
$33.4K - $36.6K
|
5.26K
$387K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
468+ 4.09% |
$31.9K - $35K
|
11.9K
$875K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
403+ 13.11% |
$27.5K - $30.1K
|
3.48K
$256K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
400+ 7.11% |
$27.3K - $29.9K
|
6.03K
$443K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
395+ 13.07% |
$26.9K - $29.5K
|
3.42K
$251K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
369+ 5.66% |
$25.1K - $27.6K
|
6.89K
$507K
|
|
|
Jul 08, 2025
Q2 2025
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
367+ 0.89% |
$25K - $27.4K
|
41.7K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
359+ 0.6% |
$24.5K - $26.8K
|
60.5K
$4.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
344+ 10.03% |
$23.4K - $25.7K
|
3.77K
$278K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
324+ 0.24% |
$22.1K - $24.2K
|
135K
$9.96M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
310+ 5.67% |
$21.1K - $23.2K
|
5.78K
$425K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
301+ 0.73% |
$20.5K - $22.5K
|
41.3K
$3.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
256New |
$17.4K - $19.1K
|
256
$18.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
246+ 2.9% |
$16.8K - $18.4K
|
8.72K
$641K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
227+ 1.22% |
$15.5K - $17K
|
18.9K
$1.39M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
227+ 6.93% |
$15.5K - $17K
|
3.5K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
225+ 2.12% |
$15.3K - $16.8K
|
10.8K
$797K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
225+ 4.41% |
$15.3K - $16.8K
|
5.33K
$392K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
220+ 7.78% |
$15K - $16.4K
|
3.05K
$224K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
220+ 2.26% |
$15K - $16.4K
|
9.98K
$734K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
216New |
$14.7K - $16.2K
|
216
$15.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
200+ 4.68% |
$13.6K - $15K
|
4.48K
$329K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
176+ 0.64% |
$12K - $13.2K
|
27.7K
$2.04M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
173+ 2.62% |
$11.8K - $12.9K
|
6.77K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
161+ 2.03% |
$11K - $12K
|
8.08K
$594K
|
|
|
Aug 14, 2025
Q2 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
155+ 5.17% |
$10.6K - $11.6K
|
3.16K
$232K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
145+ 7.74% |
$9.88K - $10.8K
|
2.02K
$148K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
130New |
$8.86K - $9.72K
|
130
$9.56K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
130New |
$8.86K - $9.72K
|
130
$9.56K
|
|
|
Aug 06, 2025
Q2 2025
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
125+ 1.93% |
$8.52K - $9.35K
|
6.6K
$486K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
123+ 3.77% |
$8.38K - $9.2K
|
3.38K
$249K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
123New |
$8.38K - $9.2K
|
123
$9.05K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
123+ 1.58% |
$8.38K - $9.2K
|
7.93K
$583K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
117New |
$7.97K - $8.75K
|
117
$8.61K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
107+ 2.76% |
$7.29K - $8K
|
3.98K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
106+ 0.39% |
$7.22K - $7.93K
|
27.3K
$2M
|
|
|
Jul 21, 2025
Q2 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
100+ 1.71% |
$6.81K - $7.48K
|
5.95K
$438K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
100+ 136.99% |
$6.81K - $7.48K
|
173
$12.7K
|