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 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-163- 20.3% |
$15K - $16.8K
|
640
$68.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-171- 75.66% |
$15.7K - $17.7K
|
55
$5.89K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-189- 4.1% |
$17.3K - $19.5K
|
4.42K
$474K
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-198- 2.05% |
$18.2K - $20.4K
|
9.44K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-227- 1.51% |
$20.8K - $23.4K
|
14.9K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-228- 5.42% |
$20.9K - $23.5K
|
3.98K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-233- 6.04% |
$21.4K - $24.1K
|
3.63K
$389K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-237- 4.59% |
$21.7K - $24.5K
|
4.93K
$528K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-259- 9.14% |
$23.8K - $26.7K
|
2.58K
$276K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-304- 7.23% |
$27.9K - $31.4K
|
3.9K
$418K
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-306- 8.71% |
$28.1K - $31.6K
|
3.21K
$344K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-316- 3.84% |
$29K - $32.6K
|
7.91K
$848K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-326- 33.71% |
$29.9K - $33.7K
|
641
$68.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-389- 12.52% |
$35.7K - $40.2K
|
2.72K
$291K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-532- 1.33% |
$48.8K - $54.9K
|
39.6K
$4.24M
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-550- 5.35% |
$50.5K - $56.8K
|
9.74K
$1.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-580- 2.38% |
$53.2K - $59.9K
|
23.7K
$2.55M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-627- 2.2% |
$57.5K - $64.7K
|
27.9K
$2.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-680- 1.41% |
$62.4K - $70.2K
|
47.5K
$5.09M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-762- 21.21% |
$69.9K - $78.7K
|
2.83K
$303K
|
|
|
May 09, 2025
Q1 2025
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-1.35K- 11.04% |
$124K - $139K
|
10.9K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.35K- 14.6% |
$124K - $140K
|
7.92K
$848K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.45K- 32.04% |
$133K - $150K
|
3.07K
$329K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.5K- 23.0% |
$137K - $154K
|
5.01K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.74K- 78.34% |
$159K - $179K
|
480
$51.4K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.78K- 11.15% |
$164K - $184K
|
14.2K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.95K- 8.23% |
$179K - $202K
|
21.8K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.19K- 2.63% |
$201K - $226K
|
81.2K
$8.7M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.4K- 4.57% |
$221K - $248K
|
50.2K
$5.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.66K- 44.86% |
$244K - $275K
|
3.27K
$351K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.43K- 50.57% |
$315K - $354K
|
3.35K
$359K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-3.5K- 10.64% |
$321K - $361K
|
29.4K
$3.15M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.54K- 15.45% |
$325K - $365K
|
19.3K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.71K- 49.42% |
$340K - $383K
|
3.79K
$406K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.75K- 45.2% |
$344K - $387K
|
4.55K
$488K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.01K- 24.85% |
$368K - $414K
|
12.1K
$1.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-4.86KClosed |
$446K - $502K
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5K- 36.94% |
$459K - $517K
|
8.54K
$915K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.55K- 13.87% |
$509K - $573K
|
34.5K
$3.69M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.95K- 65.31% |
$546K - $614K
|
3.16K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.29K- 14.3% |
$577K - $650K
|
37.7K
$4.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-6.82K- 56.21% |
$626K - $704K
|
5.31K
$569K
|
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6.99K- 18.01% |
$641K - $722K
|
31.8K
$3.41M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.11K- 30.77% |
$652K - $734K
|
16K
$1.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.19K- 26.32% |
$660K - $742K
|
20.1K
$2.16M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.78K- 6.13% |
$714K - $804K
|
119K
$12.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.07K- 6.35% |
$741K - $834K
|
119K
$12.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.51K- 56.07% |
$872K - $982K
|
7.45K
$798K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-10.4K- 59.56% |
$957K - $1.08M
|
7.08K
$759K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.4K- 25.73% |
$1.42M - $1.59M
|
44.5K
$4.77M
|