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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
232+ 28.09% |
$20.9K - $22.9K
|
1.06K
$127K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226New |
$20.3K - $22.3K
|
226
$27.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
210+ 95.45% |
$18.9K - $20.7K
|
430
$51.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
204+ 1.86% |
$18.4K - $20.1K
|
11.1K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$18K - $19.7K
|
200
$24K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
194New |
$17.5K - $19.1K
|
194
$23.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
175New |
$15.7K - $17.3K
|
175
$21K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
161New |
$14.5K - $15.9K
|
161
$19.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
153New |
$13.8K - $15.1K
|
153
$18.4K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
134+ 1.42% |
$12.1K - $13.2K
|
9.59K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
110+ 61.8% |
$9.9K - $10.8K
|
288
$34.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
109New |
$9.81K - $10.7K
|
109
$13.1K
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
95+ 5.77% |
$8.55K - $9.37K
|
1.74K
$209K
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
95+ 5.77% |
$8.55K - $9.37K
|
1.74K
$209K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
85New |
$7.65K - $8.38K
|
85
$10.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
80New |
$7.2K - $7.89K
|
80
$9.62K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
68New |
$6.12K - $6.7K
|
68
$8.18K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$5.85K - $6.41K
|
65
$7.81K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
58+ 40.56% |
$5.22K - $5.72K
|
201
$24.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
58+ 46.77% |
$5.22K - $5.72K
|
182
$21.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$4.5K - $4.93K
|
50
$6.01K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$3.24K - $3.55K
|
36
$4.33K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
33+ 8.8% |
$2.97K - $3.25K
|
408
$49.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$2.43K - $2.66K
|
27
$3.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 40.38% |
$1.89K - $2.07K
|
73
$8.78K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.8K - $1.97K
|
20
$2.4K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19New |
$1.71K - $1.87K
|
19
$2.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
19+ 0.13% |
$1.71K - $1.87K
|
15K
$1.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16+ 2.03% |
$1.44K - $1.58K
|
803
$96.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
16+ 2.03% |
$1.44K - $1.58K
|
803
$96.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8+ 3.67% |
$720 - $789
|
226
$27.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.22% |
$450 - $493
|
2.32K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.2% |
$450 - $493
|
2.51K
$302K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 22.22% |
$1.08K - $1.18K
|
42
$5.05K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 4.06% |
$1.8K - $1.97K
|
473
$56.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-50- 1.98% |
$4.5K - $4.93K
|
2.47K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-71- 68.93% |
$6.39K - $7K
|
32
$3.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-92- 31.19% |
$8.28K - $9.07K
|
203
$24.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-96- 3.86% |
$8.64K - $9.46K
|
2.39K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.13% |
$9K - $9.86K
|
3.1K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-139- 2.93% |
$12.5K - $13.7K
|
4.61K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-177- 3.31% |
$15.9K - $17.5K
|
5.17K
$621K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-180- 7.66% |
$16.2K - $17.7K
|
2.17K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-195- 2.46% |
$17.5K - $19.2K
|
7.73K
$929K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-312- 32.98% |
$28.1K - $30.8K
|
634
$76.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-331- 46.95% |
$29.8K - $32.6K
|
374
$45K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-333- 11.33% |
$30K - $32.8K
|
2.61K
$313K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-371- 4.2% |
$33.4K - $36.6K
|
8.47K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-417- 6.49% |
$37.5K - $41.1K
|
6.01K
$723K
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-505- 1.28% |
$45.4K - $49.8K
|
38.8K
$4.67M
|