Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.3K+ 64.38% |
$2.91M - $3.19M
|
82.5K
$8.25M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
30.5KNew |
$2.74M - $3.01M
|
30.5K
$3.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.6K+ 146.96% |
$2.4M - $2.63M
|
44.7K
$4.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.6K+ 8094.51% |
$2.39M - $2.62M
|
26.9K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
26.5KNew |
$2.39M - $2.61M
|
26.5K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
26K+ 236.6% |
$2.34M - $2.56M
|
37K
$3.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.8KNew |
$2.32M - $2.55M
|
25.8K
$2.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
25.8KNew |
$2.32M - $2.54M
|
25.8K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
24.4KNew |
$2.2M - $2.41M
|
24.4K
$2.44M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
23.5K+ 11.8% |
$2.12M - $2.32M
|
223K
$22.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
23.3K+ 6113.91% |
$2.1M - $2.3M
|
23.7K
$2.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 110.93% |
$2.08M - $2.28M
|
44K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.1K+ 195.14% |
$2.08M - $2.28M
|
34.9K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.9KNew |
$2.06M - $2.26M
|
22.9K
$2.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
22.3KNew |
$2.01M - $2.2M
|
22.3K
$2.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
22.2KNew |
$2M - $2.19M
|
22.2K
$2.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
22K+ 76.96% |
$1.98M - $2.17M
|
50.6K
$5.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.8K+ 67.27% |
$1.96M - $2.15M
|
54.2K
$5.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21.8KNew |
$1.96M - $2.15M
|
21.8K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
21.5KNew |
$1.93M - $2.11M
|
21.5K
$2.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21.4KNew |
$1.92M - $2.11M
|
21.4K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
20.8KNew |
$1.87M - $2.05M
|
20.8K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
19.1KNew |
$1.72M - $1.88M
|
19.1K
$1.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
19K+ 42.32% |
$1.71M - $1.87M
|
64K
$6.39M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19KNew |
$1.71M - $1.87M
|
19K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
18.8K+ 369.91% |
$1.69M - $1.85M
|
23.8K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.4K+ 6.5% |
$1.65M - $1.81M
|
302K
$30.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
18KNew |
$1.62M - $1.78M
|
18K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.9K+ 6.12% |
$1.61M - $1.77M
|
311K
$31.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
17.4KNew |
$1.56M - $1.71M
|
17.4K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.3KNew |
$1.56M - $1.71M
|
17.3K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
16.2KNew |
$1.45M - $1.59M
|
16.2K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
16.1KNew |
$1.45M - $1.59M
|
16.1K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.1K+ 28.85% |
$1.45M - $1.59M
|
71.9K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
16.1K+ 13.01% |
$1.45M - $1.59M
|
140K
$14M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
16KNew |
$1.44M - $1.58M
|
16K
$1.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 216.41% |
$1.42M - $1.56M
|
23.1K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
15.8KNew |
$1.42M - $1.56M
|
15.8K
$1.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
15.7KNew |
$1.42M - $1.55M
|
15.7K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15.7KNew |
$1.41M - $1.54M
|
15.7K
$1.56M
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
15.1KNew |
$1.36M - $1.49M
|
15.1K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 41.83% |
$1.36M - $1.48M
|
51.1K
$5.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
14.7KNew |
$1.33M - $1.45M
|
14.7K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
14.1KNew |
$1.27M - $1.39M
|
14.1K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
13.8KNew |
$1.24M - $1.36M
|
13.8K
$1.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
13.7KNew |
$1.23M - $1.35M
|
13.7K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.6K+ 399.65% |
$1.22M - $1.34M
|
17K
$1.69M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5KNew |
$1.22M - $1.34M
|
13.5K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
13.4KNew |
$1.2M - $1.32M
|
13.4K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
13.3KNew |
$1.2M - $1.32M
|
13.3K
$1.33M
|