Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
53.6K+ 32.38% |
$4.41M - $6.02M
|
219K
$26.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
52.9KNew |
$4.36M - $5.95M
|
52.9K
$6.36M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46.3KNew |
$3.81M - $5.21M
|
46.3K
$5.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
45.9K+ 19.53% |
$3.78M - $5.17M
|
281K
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.6K+ 18.86% |
$3.67M - $5.01M
|
281K
$33.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
44K+ 372.17% |
$3.62M - $4.95M
|
55.8K
$6.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
43.4K+ 583.35% |
$3.58M - $4.89M
|
50.9K
$6.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
43.1K+ 753.5% |
$3.54M - $4.84M
|
48.8K
$5.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
42.9K+ 65.97% |
$3.53M - $4.83M
|
108K
$13M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
40.4K+ 203.86% |
$3.33M - $4.54M
|
60.2K
$7.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.1KNew |
$3.3M - $4.51M
|
40.1K
$4.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
39.5KNew |
$3.25M - $4.44M
|
39.5K
$4.75M
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
38.9K+ 43.5% |
$3.2M - $4.38M
|
128K
$15.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
36.9KNew |
$3.04M - $4.15M
|
36.9K
$4.44M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
36.1KNew |
$2.97M - $4.06M
|
36.1K
$4.34M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.7K+ 19.48% |
$2.94M - $4.01M
|
219K
$26.3M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
35.5K+ 518.22% |
$2.92M - $3.99M
|
42.3K
$5.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
35.5K+ 95.7% |
$2.92M - $3.99M
|
72.5K
$8.72M
|
|
|
Jul 21, 2025
Q2 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
35K+ 147.42% |
$2.88M - $3.94M
|
58.8K
$7.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
34.1KNew |
$2.81M - $3.84M
|
34.1K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.8K+ 859.28% |
$2.78M - $3.8M
|
37.7K
$4.54M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32.3K+ 160.3% |
$2.66M - $3.63M
|
52.4K
$6.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
31.8K+ 63572.0% |
$2.62M - $3.57M
|
31.8K
$3.83M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31.3KNew |
$2.58M - $3.52M
|
31.3K
$3.76M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.7K+ 9.94% |
$2.53M - $3.45M
|
340K
$40.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
30K+ 134.48% |
$2.47M - $3.37M
|
52.2K
$6.28M
|
|
|
Aug 13, 2025
Q2 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
29.4K+ 119.71% |
$2.42M - $3.3M
|
53.9K
$6.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.9K+ 203.27% |
$2.38M - $3.25M
|
43.1K
$5.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
27.8K+ 22.12% |
$2.29M - $3.12M
|
153K
$18.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27.8K+ 65.97% |
$2.29M - $3.12M
|
69.9K
$8.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
27.7K+ 504.3% |
$2.28M - $3.11M
|
33.2K
$3.99M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
27.2KNew |
$2.24M - $3.06M
|
27.2K
$3.27M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
27.2K+ 335.62% |
$2.24M - $3.06M
|
35.3K
$4.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
26.2K+ 62.09% |
$2.16M - $2.95M
|
68.4K
$8.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
26.2KNew |
$2.16M - $2.95M
|
26.2K
$3.15M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.7K+ 29.56% |
$2.12M - $2.89M
|
113K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
25.6K+ 12.75% |
$2.1M - $2.87M
|
226K
$27.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
25.1KNew |
$2.07M - $2.83M
|
25.1K
$3.02M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.2K+ 43.92% |
$1.91M - $2.61M
|
76.1K
$9.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
22.9KNew |
$1.88M - $2.57M
|
22.9K
$2.75M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
21.8K+ 23435.48% |
$1.79M - $2.45M
|
21.9K
$2.63M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
21.5KNew |
$1.77M - $2.42M
|
21.5K
$2.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
21.5KNew |
$1.77M - $2.42M
|
21.5K
$2.58M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
20.6K+ 7545.05% |
$1.7M - $2.32M
|
20.9K
$2.51M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.4K+ 231.43% |
$1.68M - $2.29M
|
29.2K
$3.51M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
19.8KNew |
$1.63M - $2.23M
|
19.8K
$2.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.9KNew |
$1.56M - $2.13M
|
18.9K
$2.28M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
18.4KNew |
$1.51M - $2.06M
|
18.4K
$2.21M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18K+ 84.55% |
$1.49M - $2.03M
|
39.4K
$4.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
18KNew |
$1.48M - $2.02M
|
18K
$2.16M
|