Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
9.58KNew |
$879K - $989K
|
9.58K
$1.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
9.53KNew |
$874K - $984K
|
9.53K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.09K+ 42.36% |
$834K - $938K
|
30.5K
$3.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.74K+ 54.59% |
$802K - $903K
|
24.8K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.52K+ 149.92% |
$782K - $880K
|
14.2K
$1.52M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
8.44KNew |
$774K - $871K
|
8.44K
$904K
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.36KNew |
$767K - $863K
|
8.36K
$896K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.86K+ 50.21% |
$629K - $708K
|
20.5K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.76K+ 313.25% |
$621K - $698K
|
8.92K
$956K
|
|
|
May 01, 2025
Q1 2025
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
6.68K+ 18.01% |
$613K - $690K
|
43.8K
$4.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.56K+ 65.13% |
$601K - $677K
|
16.6K
$1.78M
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.35K+ 33.09% |
$583K - $656K
|
25.5K
$2.74M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.31K+ 118.7% |
$579K - $652K
|
11.6K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
6.24K+ 45.41% |
$573K - $645K
|
20K
$2.14M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.07K+ 16.41% |
$557K - $626K
|
43K
$4.61M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.04K+ 17.04% |
$554K - $624K
|
41.5K
$4.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6K+ 1267.44% |
$550K - $619K
|
6.47K
$693K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
5.79K+ 36.71% |
$532K - $598K
|
21.6K
$2.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.77KNew |
$530K - $596K
|
5.77K
$618K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.71KNew |
$524K - $590K
|
5.71K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
5.6K+ 64.7% |
$514K - $578K
|
14.3K
$1.53M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.53K+ 214.33% |
$508K - $571K
|
8.12K
$870K
|
|
|
May 14, 2025
Q1 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
5.49K+ 16.77% |
$504K - $567K
|
38.2K
$4.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.49KNew |
$503K - $566K
|
5.49K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.41K+ 10.59% |
$496K - $558K
|
56.5K
$6.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.39K+ 177.85% |
$494K - $556K
|
8.42K
$902K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.93K+ 39.26% |
$453K - $509K
|
17.5K
$1.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.86KNew |
$446K - $502K
|
4.86K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.6K+ 6.66% |
$422K - $475K
|
73.7K
$7.9M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.5KNew |
$413K - $465K
|
4.5K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
4.4K+ 8.05% |
$403K - $454K
|
59K
$6.33M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.32KNew |
$396K - $446K
|
4.32K
$463K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
4.24KNew |
$389K - $438K
|
4.24K
$454K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.18KNew |
$383K - $431K
|
4.18K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
4.18KNew |
$383K - $431K
|
4.18K
$448K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.06K+ 22.46% |
$373K - $420K
|
22.2K
$2.37M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.98K+ 11.38% |
$365K - $411K
|
38.9K
$4.17M
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.89KNew |
$357K - $401K
|
3.89K
$416K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.73K+ 26.37% |
$342K - $385K
|
17.9K
$1.91M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.66KNew |
$336K - $378K
|
3.66K
$392K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.64K+ 56.06% |
$334K - $375K
|
10.1K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.59K+ 1.61% |
$329K - $371K
|
227K
$24.3M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3.59K+ 9.69% |
$329K - $371K
|
40.6K
$4.35M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.5KNew |
$321K - $362K
|
3.5K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.46K+ 22.08% |
$317K - $357K
|
19.1K
$2.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46K+ 74.47% |
$317K - $357K
|
8.1K
$868K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.46K+ 4.81% |
$317K - $357K
|
75.4K
$8.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.45K+ 31.55% |
$317K - $356K
|
14.4K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.44K+ 9.23% |
$315K - $355K
|
40.7K
$4.36M
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
3.42K+ 24.2% |
$313K - $353K
|
17.5K
$1.88M
|