Captrust Financial Advisors Invesco ETF Tr Ii S&P 500 Mome Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 23, 2022	SELL	$50.56 - $61.34 $28,111 - $34,105	-556 Reduced 36.27%	977 $51,000
Q2 2022 Aug 16, 2022	BUY	$50.56 - $61.34 $77,508 - $94,034	1,533 New	1,533 $80,000

Others Institutions Holding SPMO

# of Institutions

199

Shares Held

17.5M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

5.46M
Shares

$499 Million
0.17% of portfolio
Clark Capital Management Group, Inc. Philadelphia, PA

2.14M
Shares

$196 Million
1.41% of portfolio
Lpl Financial LLC Fort Mill, SC

1.13M
Shares

$103 Million
0.05% of portfolio
Orion Portfolio Solutions, LLC

734K
Shares

$67.1 Million
0.72% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

686K
Shares

$62.7 Million
0.15% of portfolio

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
Industry ETFs

More about SPMO

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