Purchases and Sales Made in Q1 2024 in Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 MOME.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.6K+ 214.71% |
$749K - $942K
|
17.1K
$1.65M
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
11KNew |
$710K - $893K
|
11K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
9.6KNew |
$617K - $776K
|
9.6K
$925K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
8.64KNew |
$556K - $698K
|
8.64K
$833K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.01KNew |
$515K - $647K
|
8.01K
$772K
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
7.28K+ 147.2% |
$468K - $588K
|
12.2K
$1.18M
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.15KNew |
$460K - $578K
|
7.15K
$689K
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.29KNew |
$405K - $509K
|
6.29K
$607K
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6.21KNew |
$399K - $502K
|
6.21K
$598K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.1KNew |
$392K - $493K
|
6.1K
$588K
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.01KNew |
$387K - $486K
|
6.01K
$579K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.68KNew |
$366K - $459K
|
5.68K
$547K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.58KNew |
$359K - $451K
|
5.58K
$538K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
5.48KNew |
$352K - $443K
|
5.48K
$528K
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
5.34KNew |
$344K - $432K
|
5.34K
$515K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.28KNew |
$340K - $427K
|
5.28K
$509K
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.25KNew |
$337K - $424K
|
5.25K
$505K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
5.14KNew |
$331K - $415K
|
5.14K
$495K
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
5.05KNew |
$325K - $408K
|
5.05K
$487K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.76KNew |
$306K - $385K
|
4.76K
$459K
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.6KNew |
$296K - $372K
|
4.6K
$443K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.58KNew |
$295K - $370K
|
4.58K
$442K
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.56KNew |
$293K - $368K
|
4.56K
$439K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.13KNew |
$265K - $334K
|
4.13K
$398K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4KNew |
$257K - $323K
|
4K
$385K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.96KNew |
$255K - $320K
|
3.96K
$381K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.88KNew |
$249K - $313K
|
3.88K
$374K
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3.5KNew |
$225K - $283K
|
3.5K
$337K
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.46KNew |
$222K - $279K
|
3.46K
$333K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.37KNew |
$217K - $272K
|
3.37K
$324K
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.1KNew |
$199K - $250K
|
3.1K
$298K
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.07KNew |
$198K - $248K
|
3.07K
$296K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.95K+ 12.56% |
$190K - $238K
|
26.4K
$2.54M
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$189K - $237K
|
2.94K
$283K
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.77KNew |
$178K - $224K
|
2.77K
$267K
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.67KNew |
$172K - $216K
|
2.67K
$257K
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
2.56K+ 71.72% |
$164K - $207K
|
6.12K
$590K
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.5KNew |
$161K - $202K
|
2.5K
$241K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2.22KNew |
$143K - $179K
|
2.22K
$214K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.71K+ 13.5% |
$110K - $139K
|
14.4K
$1.39M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.42K+ 12.97% |
$91.6K - $115K
|
12.4K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.42K+ 22.99% |
$91.1K - $114K
|
7.58K
$730K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.28K+ 19.05% |
$82.2K - $103K
|
7.98K
$769K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.25KNew |
$80.4K - $101K
|
1.25K
$120K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.19K+ 101.37% |
$76.4K - $95.9K
|
2.36K
$227K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.18KNew |
$76.2K - $95.7K
|
1.18K
$114K
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.17K+ 9.41% |
$75K - $94.2K
|
13.6K
$1.31M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 23.42% |
$69.6K - $87.4K
|
5.7K
$549K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 15.25% |
$64.5K - $81K
|
7.57K
$730K
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
948New |
$61K - $76.6K
|
948
$91.4K
|