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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.19KNew |
$109K - $123K
|
1.19K
$128K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.15K+ 7.81% |
$106K - $119K
|
15.9K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.13K+ 43.95% |
$103K - $116K
|
3.69K
$396K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.12KNew |
$103K - $116K
|
1.12K
$120K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.12K+ 48.19% |
$102K - $115K
|
3.44K
$368K
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
1.11K+ 28.05% |
$102K - $115K
|
5.09K
$545K
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
1.1K+ 3.15% |
$101K - $114K
|
36.1K
$3.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 8.29% |
$101K - $113K
|
14.4K
$1.54M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.07K+ 13.82% |
$98K - $110K
|
8.8K
$943K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.04K+ 520.0% |
$95.4K - $107K
|
1.24K
$133K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.02K+ 96.79% |
$94K - $106K
|
2.08K
$223K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 16.45% |
$94K - $106K
|
7.25K
$777K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.01K+ 41.02% |
$93K - $105K
|
3.49K
$374K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.01K+ 16.81% |
$92.8K - $104K
|
7.02K
$753K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.01KNew |
$92.2K - $104K
|
1.01K
$108K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1K+ 226.7% |
$91.9K - $103K
|
1.44K
$155K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
994+ 33.81% |
$91.2K - $103K
|
3.93K
$422K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
791New |
$72.6K - $81.7K
|
791
$84.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
777+ 0.72% |
$71.3K - $80.2K
|
108K
$11.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
768+ 1.51% |
$70.5K - $79.3K
|
51.7K
$5.54M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
766New |
$70.3K - $79.1K
|
766
$82.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
752+ 11.77% |
$69K - $77.7K
|
7.14K
$766K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
751New |
$68.9K - $77.5K
|
751
$80.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
733+ 6.69% |
$67.3K - $75.7K
|
11.7K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
733+ 12.0% |
$67.3K - $75.7K
|
6.84K
$733K
|
|
|
Apr 23, 2025
Q1 2025
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
722+ 2.19% |
$66.3K - $74.6K
|
33.7K
$3.62M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
677+ 3.89% |
$62.1K - $69.9K
|
18.1K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
674+ 11.62% |
$61.8K - $69.6K
|
6.48K
$694K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
650New |
$59.6K - $67.1K
|
650
$69.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
600New |
$55.1K - $62K
|
600
$64.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
573+ 226.48% |
$52.6K - $59.2K
|
826
$88.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
502+ 1859.26% |
$46.1K - $51.8K
|
529
$56.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
495+ 0.8% |
$45.4K - $51.1K
|
62.2K
$6.67M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
492+ 18.87% |
$45.1K - $50.8K
|
3.1K
$332K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
430New |
$39.5K - $44.4K
|
430
$46.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
406+ 9.72% |
$37.3K - $41.9K
|
4.58K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
402+ 7.49% |
$36.9K - $41.5K
|
5.77K
$619K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
398+ 4.49% |
$36.5K - $41.1K
|
9.27K
$993K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
384+ 2.44% |
$35.2K - $39.7K
|
16.1K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
381+ 50.53% |
$35K - $39.3K
|
1.14K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
379+ 3.98% |
$34.8K - $39.1K
|
9.9K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
329+ 51.89% |
$30.2K - $34K
|
963
$103K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300New |
$27.5K - $31K
|
300
$32.2K
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
268+ 7.18% |
$24.6K - $27.7K
|
4K
$428K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
257+ 1.35% |
$23.6K - $26.5K
|
19.3K
$2.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
225New |
$20.6K - $23.2K
|
225
$24.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222New |
$20.4K - $22.9K
|
222
$23.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
211+ 2.85% |
$19.4K - $21.8K
|
7.62K
$817K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
207+ 1.86% |
$19K - $21.4K
|
11.3K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
203+ 0.52% |
$18.6K - $21K
|
39K
$4.18M
|