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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.5KNew |
$123K - $169K
|
1.5K
$180K
|
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.49K+ 5.99% |
$123K - $168K
|
26.4K
$3.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.47KNew |
$121K - $165K
|
1.47K
$177K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.43K+ 5.29% |
$117K - $160K
|
28.4K
$3.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.42K+ 3.77% |
$117K - $160K
|
39.1K
$4.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.38K+ 93.19% |
$114K - $155K
|
2.87K
$344K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.37K+ 7.22% |
$113K - $154K
|
20.4K
$2.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.34K+ 16.24% |
$110K - $151K
|
9.59K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 48.64% |
$109K - $149K
|
4.04K
$486K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
1.3KNew |
$107K - $147K
|
1.3K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.3K+ 41.26% |
$107K - $146K
|
4.45K
$535K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.26K+ 7.18% |
$104K - $142K
|
18.8K
$2.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.25K+ 6.39% |
$103K - $140K
|
20.8K
$2.5M
|
|
|
Jul 21, 2025
Q2 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.24K+ 23.43% |
$102K - $140K
|
6.55K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.24K+ 39.35% |
$102K - $140K
|
4.4K
$528K
|
|
|
Aug 12, 2025
Q2 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.22K+ 5.13% |
$101K - $137K
|
25K
$3.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.21K+ 5.11% |
$99.7K - $136K
|
24.9K
$2.99M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.21K+ 37.85% |
$99.5K - $136K
|
4.4K
$529K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.2KNew |
$99K - $135K
|
1.2K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.19KNew |
$97.6K - $133K
|
1.19K
$143K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.18K+ 8.81% |
$97.3K - $133K
|
14.6K
$1.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.18K+ 1.21% |
$96.8K - $132K
|
98.1K
$11.8M
|
|
|
Oct 10, 2025
Q2 2025
|
Delta Wealth Advisors LLC
Indianapolis, IN |
BUY
|
- |
1.1K+ 2.73% |
$90.8K - $124K
|
41.6K
$5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06KNew |
$87.4K - $119K
|
1.06K
$128K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
941+ 5.92% |
$77.5K - $106K
|
16.8K
$2.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
911+ 1.53% |
$75K - $102K
|
60.6K
$7.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
854+ 5.87% |
$70.3K - $96K
|
15.4K
$1.85M
|
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
843+ 16.57% |
$69.4K - $94.8K
|
5.93K
$713K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
827New |
$68.1K - $93K
|
827
$99.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
805+ 1.7% |
$66.3K - $90.5K
|
48.3K
$5.8M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
795+ 1.58% |
$65.4K - $89.4K
|
51K
$6.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
775New |
$63.8K - $87.2K
|
775
$93.2K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
696+ 30.99% |
$57.3K - $78.3K
|
2.94K
$354K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
655+ 2.35% |
$53.9K - $73.7K
|
28.5K
$3.43M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
621+ 13.65% |
$51.1K - $69.8K
|
5.17K
$622K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
601+ 2.93% |
$49.5K - $67.6K
|
21.1K
$2.54M
|
|
|
Jul 22, 2025
Q2 2025
|
Ffg Retirement Advisors LLC
Centennial, CO |
BUY
|
- |
570+ 4.27% |
$46.9K - $64.1K
|
13.9K
$1.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
539+ 1.96% |
$44.4K - $60.6K
|
28.1K
$3.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
493+ 1.43% |
$40.6K - $55.4K
|
34.9K
$4.2M
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
429+ 6.62% |
$35.3K - $48.2K
|
6.91K
$830K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
410+ 42.58% |
$33.8K - $46.1K
|
1.37K
$165K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
385+ 0.04% |
$31.7K - $43.3K
|
979K
$118M
|
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
384+ 2.55% |
$31.6K - $43.2K
|
15.4K
$1.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
341+ 12.96% |
$28.1K - $38.4K
|
2.97K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
330+ 3.56% |
$27.2K - $37.1K
|
9.6K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
309+ 17.99% |
$25.4K - $34.8K
|
2.03K
$244K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
303+ 9.86% |
$24.9K - $34.1K
|
3.38K
$406K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
280New |
$23K - $31.5K
|
280
$33.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
274+ 342.5% |
$22.6K - $30.8K
|
354
$42.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
235New |
$19.3K - $26.4K
|
235
$28.3K
|