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 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
17.1KNew |
$1.41M - $1.92M
|
17.1K
$2.06M
|
|
|
Jul 15, 2025
Q2 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16.6K+ 4.09% |
$1.37M - $1.87M
|
424K
$51M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
16.4K+ 336.95% |
$1.35M - $1.84M
|
21.2K
$2.55M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
15.3K+ 61.83% |
$1.26M - $1.72M
|
40.1K
$4.82M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15.2K+ 36.51% |
$1.25M - $1.7M
|
56.7K
$6.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
13.8KNew |
$1.13M - $1.55M
|
13.8K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 407.72% |
$1.13M - $1.54M
|
17K
$2.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
13.2KNew |
$1.08M - $1.48M
|
13.2K
$1.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
13.2K+ 91.36% |
$1.08M - $1.48M
|
27.5K
$3.31M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
12.9KNew |
$1.06M - $1.45M
|
12.9K
$1.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.4KNew |
$1.02M - $1.39M
|
12.4K
$1.49M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12K+ 16.8% |
$985K - $1.35M
|
83.2K
$10M
|
|
|
Aug 15, 2025
Q2 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
11.5KNew |
$946K - $1.29M
|
11.5K
$1.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
11.5KNew |
$945K - $1.29M
|
11.5K
$1.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11KNew |
$903K - $1.23M
|
11K
$1.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
10.7KNew |
$877K - $1.2M
|
10.7K
$1.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
10.6K+ 126.44% |
$876K - $1.2M
|
19.1K
$2.29M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$863K - $1.18M
|
10.5K
$1.26M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.3K+ 26.04% |
$848K - $1.16M
|
49.9K
$6M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
9.97KNew |
$820K - $1.12M
|
9.97K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
9.96K+ 15.39% |
$820K - $1.12M
|
74.7K
$8.98M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
9.83KNew |
$809K - $1.11M
|
9.83K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.49KNew |
$781K - $1.07M
|
9.49K
$1.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.2K+ 21.38% |
$758K - $1.04M
|
52.3K
$6.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
9.15K+ 57.22% |
$753K - $1.03M
|
25.1K
$3.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9.14K+ 52.23% |
$752K - $1.03M
|
26.6K
$3.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
8.76K+ 16.7% |
$721K - $985K
|
61.2K
$7.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
8.76K+ 377.59% |
$721K - $985K
|
11.1K
$1.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
8.5K+ 22.26% |
$700K - $956K
|
46.7K
$5.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.44KNew |
$695K - $949K
|
8.44K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.22K+ 50.53% |
$677K - $925K
|
24.5K
$2.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
8.21K+ 263.78% |
$676K - $924K
|
11.3K
$1.36M
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
8.21K+ 234.36% |
$675K - $923K
|
11.7K
$1.41M
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
8.06K+ 10.92% |
$663K - $906K
|
81.8K
$9.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
7.98K+ 20.23% |
$657K - $898K
|
47.4K
$5.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
7.93KNew |
$653K - $892K
|
7.93K
$953K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.89K+ 6.19% |
$649K - $887K
|
135K
$16.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.89KNew |
$649K - $887K
|
7.89K
$948K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
7.32K+ 86.75% |
$602K - $823K
|
15.8K
$1.89M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
7.21K+ 228.24% |
$594K - $811K
|
10.4K
$1.25M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
7.11K+ 144.33% |
$586K - $800K
|
12K
$1.45M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.09K+ 13.49% |
$584K - $797K
|
59.7K
$7.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
6.95KNew |
$572K - $782K
|
6.95K
$836K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.93K+ 12.42% |
$571K - $780K
|
62.7K
$7.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
6.76K+ 206.42% |
$556K - $760K
|
10K
$1.21M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.72KNew |
$553K - $756K
|
6.72K
$808K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6.58K+ 11.36% |
$542K - $740K
|
64.5K
$7.76M
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
6.52K+ 73.04% |
$536K - $733K
|
15.4K
$1.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
6.51K+ 32.57% |
$536K - $732K
|
26.5K
$3.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.48KNew |
$533K - $729K
|
6.48K
$779K
|