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
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15.5K- 81.82% |
$1.42M - $1.6M
|
3.45K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-16.3K- 17.35% |
$1.5M - $1.69M
|
77.7K
$8.33M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.7K- 5.52% |
$1.54M - $1.73M
|
286K
$30.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-20.1K- 38.23% |
$1.85M - $2.08M
|
32.5K
$3.48M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-22.9KClosed |
$2.1M - $2.36M
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-23.7K- 77.55% |
$2.17M - $2.44M
|
6.85K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
SELL
|
- |
-24.4K- 99.98% |
$2.24M - $2.52M
|
5
$536
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30KClosed |
$2.75M - $3.09M
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-41K- 9.71% |
$3.76M - $4.23M
|
381K
$40.8M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-49.5K- 93.49% |
$4.54M - $5.11M
|
3.45K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54.4K- 17.43% |
$4.99M - $5.62M
|
258K
$27.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-54.9K- 31.17% |
$5.04M - $5.67M
|
121K
$13M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65.7K- 83.07% |
$6.03M - $6.79M
|
13.4K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-76.4K- 72.72% |
$7.01M - $7.89M
|
28.7K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-122K- 86.93% |
$11.2M - $12.6M
|
18.3K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-124K- 42.75% |
$11.3M - $12.8M
|
165K
$17.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-167K- 90.58% |
$15.3M - $17.2M
|
17.3K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-250K- 97.92% |
$23M - $25.8M
|
5.32K
$570K
|