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 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.35K+ 51.54% |
$307K - $346K
|
9.85K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.33KNew |
$305K - $344K
|
3.33K
$357K
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.31K+ 15.42% |
$304K - $342K
|
24.8K
$2.66M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
3.25K+ 13.73% |
$298K - $336K
|
26.9K
$2.89M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.24K+ 113.65% |
$297K - $334K
|
6.09K
$652K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
3.2KNew |
$294K - $330K
|
3.2K
$343K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.15KNew |
$289K - $326K
|
3.15K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.15KNew |
$289K - $325K
|
3.15K
$338K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.12K+ 7.99% |
$287K - $323K
|
42.2K
$4.52M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.11KNew |
$286K - $322K
|
3.11K
$334K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.09KNew |
$284K - $319K
|
3.09K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.95K+ 4.87% |
$271K - $305K
|
63.5K
$6.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.94K+ 31.64% |
$270K - $304K
|
12.2K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
2.92KNew |
$268K - $302K
|
2.92K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.87K+ 21.39% |
$263K - $296K
|
16.3K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.8K+ 25.11% |
$257K - $289K
|
13.9K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.77KNew |
$254K - $286K
|
2.77K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.71KNew |
$249K - $280K
|
2.71K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
2.68K+ 22.61% |
$246K - $277K
|
14.5K
$1.56M
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.63KNew |
$242K - $272K
|
2.63K
$282K
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.43KNew |
$223K - $251K
|
2.43K
$261K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.42K+ 16.22% |
$222K - $249K
|
17.3K
$1.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.38KNew |
$218K - $245K
|
2.38K
$255K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.32KNew |
$213K - $240K
|
2.32K
$249K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
2.32K+ 10.68% |
$213K - $239K
|
24K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.26K+ 79.38% |
$207K - $233K
|
5.1K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.26K+ 77.92% |
$207K - $233K
|
5.15K
$552K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.25KNew |
$206K - $232K
|
2.25K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2.21K+ 19.76% |
$203K - $229K
|
13.4K
$1.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.18KNew |
$200K - $225K
|
2.18K
$234K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
2.17KNew |
$199K - $224K
|
2.17K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
2.17KNew |
$199K - $224K
|
2.17K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.09K+ 9.19% |
$192K - $216K
|
24.9K
$2.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
2.03K+ 5.01% |
$187K - $210K
|
42.6K
$4.57M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.92K+ 7.42% |
$176K - $198K
|
27.7K
$2.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.88K+ 8.61% |
$172K - $194K
|
23.7K
$2.54M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.85K+ 60.29% |
$170K - $191K
|
4.93K
$528K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.81K+ 7.03% |
$166K - $187K
|
27.6K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
1.76K+ 26.76% |
$161K - $181K
|
8.32K
$892K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.7K+ 2.82% |
$156K - $176K
|
62.1K
$6.65M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.64KNew |
$151K - $170K
|
1.64K
$176K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.62K+ 21.5% |
$148K - $167K
|
9.13K
$978K
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.57K+ 23.51% |
$144K - $162K
|
8.25K
$884K
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.56K+ 7.01% |
$143K - $161K
|
23.8K
$2.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.54K+ 17.84% |
$141K - $159K
|
10.2K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.48KNew |
$136K - $153K
|
1.48K
$159K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$131K - $148K
|
1.43K
$154K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.37K+ 5.16% |
$126K - $141K
|
27.9K
$2.99M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
1.34K+ 12.24% |
$123K - $138K
|
12.3K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 8.83% |
$122K - $137K
|
16.4K
$1.76M
|