Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
11.3K+ 4.08% |
$848K - $1M
|
289K
$27.9M
|
|
|
Jul 01, 2024
Q2 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$843K - $998K
|
11.3K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
10.4KNew |
$780K - $924K
|
10.4K
$1M
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.3K+ 71.93% |
$770K - $912K
|
24.6K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.2K+ 167.44% |
$764K - $905K
|
16.3K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
10.1K+ 16.33% |
$754K - $893K
|
71.8K
$6.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.46KNew |
$707K - $838K
|
9.46K
$911K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
8.71K+ 48.24% |
$651K - $772K
|
26.8K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.61KNew |
$644K - $763K
|
8.61K
$830K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.24K+ 48.26% |
$616K - $730K
|
25.3K
$2.44M
|
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.65KNew |
$572K - $678K
|
7.65K
$737K
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.65KNew |
$572K - $678K
|
7.65K
$737K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.62K+ 52.85% |
$570K - $675K
|
22K
$2.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.45K+ 156.23% |
$557K - $660K
|
12.2K
$1.18M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.25KNew |
$542K - $642K
|
7.25K
$698K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.9K+ 121.4% |
$516K - $611K
|
12.6K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.57KNew |
$491K - $582K
|
6.57K
$633K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.15KNew |
$460K - $545K
|
6.15K
$592K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.67K+ 40.02% |
$424K - $503K
|
19.8K
$1.91M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.65K+ 17.8% |
$422K - $500K
|
37.4K
$3.6M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.5KNew |
$411K - $487K
|
5.5K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.38KNew |
$403K - $477K
|
5.38K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.32KNew |
$398K - $472K
|
5.32K
$513K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.29KNew |
$396K - $469K
|
5.29K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.24K+ 60.6% |
$392K - $464K
|
13.9K
$1.34M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.14KNew |
$385K - $456K
|
5.14K
$495K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.89K+ 61.04% |
$366K - $433K
|
12.9K
$1.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.88K+ 106.42% |
$365K - $432K
|
9.46K
$911K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.83K+ 11.69% |
$361K - $428K
|
46.1K
$4.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.4K+ 78.79% |
$329K - $390K
|
9.97K
$961K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.29K+ 70.1% |
$321K - $380K
|
10.4K
$1M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.09KNew |
$306K - $363K
|
4.09K
$394K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.07K+ 15.4% |
$304K - $360K
|
30.5K
$2.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.83K+ 71.63% |
$286K - $339K
|
9.17K
$884K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.82KNew |
$285K - $338K
|
3.82K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$285K - $337K
|
3.81K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.66KNew |
$274K - $324K
|
3.66K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.58K+ 32.39% |
$268K - $317K
|
14.6K
$1.41M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.55KNew |
$266K - $315K
|
3.55K
$342K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 23.6% |
$263K - $312K
|
18.4K
$1.77M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.51K+ 131.48% |
$262K - $311K
|
6.18K
$595K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.33K+ 27.22% |
$249K - $295K
|
15.6K
$1.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.31K+ 83.67% |
$248K - $293K
|
7.27K
$700K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.29K+ 1044.44% |
$246K - $292K
|
3.61K
$347K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.24KNew |
$242K - $287K
|
3.24K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.14KNew |
$235K - $278K
|
3.14K
$303K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.13KNew |
$234K - $277K
|
3.13K
$301K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.12KNew |
$233K - $276K
|
3.12K
$300K
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.06K+ 49.32% |
$229K - $271K
|
9.27K
$893K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.98KNew |
$223K - $264K
|
2.98K
$287K
|