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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.6KNew |
$1.13M - $1.24M
|
12.6K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
12.2KNew |
$1.1M - $1.2M
|
12.2K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.2K+ 8.27% |
$1.09M - $1.2M
|
159K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
11.6K+ 6.7% |
$1.04M - $1.14M
|
184K
$18.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
11.5K+ 28.36% |
$1.03M - $1.13M
|
52K
$5.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
11.4K+ 311.06% |
$1.03M - $1.13M
|
15.1K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.2K+ 130.48% |
$1.01M - $1.11M
|
19.8K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.2K+ 165.47% |
$1.01M - $1.11M
|
18K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2K+ 161.18% |
$1M - $1.1M
|
18.1K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.1KNew |
$1M - $1.1M
|
11.1K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9K+ 85.12% |
$982K - $1.08M
|
23.7K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 188.1% |
$978K - $1.07M
|
16.7K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
10.8K+ 4.42% |
$973K - $1.07M
|
256K
$25.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10.8K+ 59.1% |
$968K - $1.06M
|
29K
$2.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3KNew |
$926K - $1.01M
|
10.3K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
10K+ 14.48% |
$901K - $987K
|
79.1K
$7.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9.64KNew |
$867K - $950K
|
9.64K
$963K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.55K+ 100.13% |
$859K - $941K
|
19.1K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
9.52KNew |
$857K - $939K
|
9.52K
$951K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.45K+ 58.01% |
$850K - $932K
|
25.7K
$2.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.11KNew |
$819K - $898K
|
9.11K
$910K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.87KNew |
$798K - $874K
|
8.87K
$886K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
8.74K+ 145.94% |
$786K - $862K
|
14.7K
$1.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
8.62KNew |
$776K - $850K
|
8.62K
$861K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.29K+ 16.04% |
$746K - $817K
|
60K
$5.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.28K+ 308.46% |
$745K - $816K
|
11K
$1.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
8.23KNew |
$740K - $811K
|
8.23K
$822K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
8.18KNew |
$736K - $806K
|
8.18K
$817K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.15KNew |
$734K - $804K
|
8.15K
$815K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.04KNew |
$724K - $793K
|
8.04K
$804K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
7.41KNew |
$667K - $731K
|
7.41K
$741K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.2K+ 35.77% |
$647K - $709K
|
27.3K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.92K+ 106.53% |
$622K - $682K
|
13.4K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
6.78KNew |
$610K - $669K
|
6.78K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.78KNew |
$610K - $669K
|
6.78K
$678K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.75KNew |
$607K - $666K
|
6.75K
$674K
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.68KNew |
$601K - $658K
|
6.68K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.52K+ 1.57% |
$587K - $643K
|
422K
$42.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
6.49KNew |
$584K - $639K
|
6.49K
$648K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.46K+ 12.64% |
$581K - $637K
|
57.6K
$5.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.46K+ 39.53% |
$581K - $636K
|
22.8K
$2.28M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.23KNew |
$560K - $614K
|
6.23K
$622K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2KNew |
$558K - $611K
|
6.2K
$619K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.09K+ 100.78% |
$548K - $600K
|
12.1K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.99KNew |
$538K - $590K
|
5.99K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.94KNew |
$534K - $585K
|
5.94K
$593K
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.93K+ 59.01% |
$533K - $585K
|
16K
$1.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.86K+ 79.26% |
$527K - $578K
|
13.3K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
5.8KNew |
$522K - $572K
|
5.8K
$580K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.8K+ 828.57% |
$522K - $572K
|
6.5K
$649K
|