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
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
746New |
$48K - $60.3K
|
746
$71.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
620New |
$39.9K - $50.1K
|
620
$59.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
430New |
$27.7K - $34.8K
|
430
$41.4K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
382New |
$24.6K - $30.9K
|
382
$36.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
343+ 114.33% |
$22.1K - $27.7K
|
643
$62K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
315New |
$20.3K - $25.5K
|
315
$30.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
279New |
$18K - $22.6K
|
279
$26.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
276New |
$17.8K - $22.3K
|
276
$26.6K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
253New |
$16.3K - $20.4K
|
253
$24.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
239New |
$15.4K - $19.3K
|
239
$23K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
157+ 5.52% |
$10.1K - $12.7K
|
3K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
157+ 5.52% |
$10.1K - $12.7K
|
3K
$289K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
120New |
$7.72K - $9.7K
|
120
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
96New |
$6.18K - $7.76K
|
96
$9.25K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
58New |
$3.73K - $4.69K
|
58
$5.59K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
45New |
$2.9K - $3.64K
|
45
$4.34K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
38New |
$2.44K - $3.07K
|
38
$3.66K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
31New |
$1.99K - $2.51K
|
31
$2.99K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
20New |
$1.29K - $1.62K
|
20
$1.93K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 0.13% |
$193 - $242
|
2.31K
$223K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1- 0.56% |
$64.3 - $80.8
|
177
$17.1K
|
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-15- 0.31% |
$965 - $1.21K
|
4.76K
$459K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-27- 0.29% |
$1.74K - $2.18K
|
9.35K
$901K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-73- 0.96% |
$4.7K - $5.9K
|
7.54K
$726K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-154- 3.13% |
$9.91K - $12.4K
|
4.77K
$459K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-219- 2.03% |
$14.1K - $17.7K
|
10.6K
$1.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-230- 1.52% |
$14.8K - $18.6K
|
14.9K
$1.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-411- 10.89% |
$26.4K - $33.2K
|
3.36K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.18KClosed |
$76.2K - $95.7K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.63K- 3.35% |
$105K - $132K
|
47.1K
$4.54M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.66K- 0.28% |
$107K - $134K
|
591K
$57M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.06K- 99.98% |
$390K - $490K
|
1
$96.4
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.32K- 11.25% |
$536K - $673K
|
65.7K
$6.33M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.53K- 61.24% |
$613K - $770K
|
6.03K
$581K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-11.7K- 25.87% |
$751K - $944K
|
33.5K
$3.22M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.2K- 25.22% |
$1.62M - $2.04M
|
74.9K
$7.22M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-164K- 98.2% |
$10.5M - $13.2M
|
3K
$289K
|