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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$2.43K - $2.66K
|
27
$2.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 40.38% |
$1.89K - $2.07K
|
73
$7.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
19+ 0.13% |
$1.71K - $1.87K
|
15K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
16+ 2.03% |
$1.44K - $1.58K
|
803
$80.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16+ 2.03% |
$1.44K - $1.58K
|
803
$80.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8+ 3.67% |
$720 - $789
|
226
$22.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.22% |
$450 - $493
|
2.32K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.2% |
$450 - $493
|
2.51K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 22.22% |
$1.08K - $1.18K
|
42
$4.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 4.06% |
$1.8K - $1.97K
|
473
$47.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-50- 1.98% |
$4.5K - $4.93K
|
2.47K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-71- 68.93% |
$6.39K - $7K
|
32
$3.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-92- 31.19% |
$8.28K - $9.07K
|
203
$20.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-96- 3.86% |
$8.64K - $9.46K
|
2.39K
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.13% |
$9K - $9.86K
|
3.1K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-139- 2.93% |
$12.5K - $13.7K
|
4.61K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-177- 3.31% |
$15.9K - $17.5K
|
5.17K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-180- 7.66% |
$16.2K - $17.7K
|
2.17K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-195- 2.46% |
$17.5K - $19.2K
|
7.73K
$772K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-312- 32.98% |
$28.1K - $30.8K
|
634
$63.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-331- 46.95% |
$29.8K - $32.6K
|
374
$37.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-333- 11.33% |
$30K - $32.8K
|
2.61K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-371- 4.2% |
$33.4K - $36.6K
|
8.47K
$846K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-417- 6.49% |
$37.5K - $41.1K
|
6.01K
$601K
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-505- 1.28% |
$45.4K - $49.8K
|
38.8K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-511- 9.92% |
$46K - $50.4K
|
4.64K
$464K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-588- 12.51% |
$52.9K - $58K
|
4.11K
$411K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-657- 18.74% |
$59.1K - $64.8K
|
2.85K
$285K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-663- 3.0% |
$59.7K - $65.4K
|
21.5K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-780- 83.16% |
$70.2K - $76.9K
|
158
$15.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-954- 12.8% |
$85.8K - $94.1K
|
6.5K
$649K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.09K- 27.77% |
$98.1K - $107K
|
2.84K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.44K- 78.01% |
$129K - $142K
|
405
$40.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.5K- 9.62% |
$135K - $148K
|
14.1K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.57K- 20.4% |
$141K - $154K
|
6.11K
$610K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.91K- 38.3% |
$172K - $188K
|
3.08K
$307K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.22K- 42.33% |
$200K - $219K
|
3.03K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.37K- 30.79% |
$213K - $233K
|
5.32K
$531K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.57K- 20.14% |
$232K - $254K
|
10.2K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.02K- 5.4% |
$272K - $298K
|
52.9K
$5.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.39K- 6.13% |
$305K - $334K
|
51.9K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.73K- 49.16% |
$336K - $368K
|
3.86K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.76K- 28.51% |
$338K - $371K
|
9.43K
$942K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5.13K- 97.23% |
$461K - $505K
|
146
$14.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.35K- 36.59% |
$481K - $527K
|
9.27K
$926K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.98K- 95.54% |
$808K - $885K
|
419
$41.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.1K- 14.96% |
$1.09M - $1.19M
|
68.8K
$6.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-16.4K- 13.5% |
$1.48M - $1.62M
|
105K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.7K- 72.12% |
$1.5M - $1.65M
|
6.46K
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.8K- 45.24% |
$1.51M - $1.66M
|
20.3K
$2.03M
|