Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Mome (SPMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
17.5K+ 81.68% |
$1.6M - $1.8M
|
38.8K
$3.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
495+ 0.8% |
$45.4K - $51.1K
|
62.2K
$5.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.12K+ 48.19% |
$102K - $115K
|
3.44K
$317K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.5K- 23.0% |
$137K - $154K
|
5.01K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-20.1K- 38.23% |
$1.85M - $2.08M
|
32.5K
$3M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-198- 2.05% |
$18.2K - $20.4K
|
9.44K
$870K
|
|
|
Apr 10, 2025
Q1 2025
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-389- 12.52% |
$35.7K - $40.2K
|
2.72K
$251K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
257+ 1.35% |
$23.6K - $26.5K
|
19.3K
$1.78M
|
|
|
Apr 10, 2025
Q1 2025
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-762- 21.21% |
$69.9K - $78.7K
|
2.83K
$261K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.88K+ 8.61% |
$172K - $194K
|
23.7K
$2.18M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
59.7KNew |
$5.48M - $6.17M
|
59.7K
$5.51M
|
|
|
Apr 09, 2025
Q1 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
3.31K+ 15.42% |
$304K - $342K
|
24.8K
$2.28M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33K+ 58.59% |
$3.03M - $3.41M
|
89.5K
$8.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222New |
$20.4K - $22.9K
|
222
$20.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
29.3KNew |
$2.69M - $3.02M
|
29.3K
$2.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
24K+ 15.1% |
$2.2M - $2.48M
|
183K
$16.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
23.3K+ 375.42% |
$2.14M - $2.4M
|
29.5K
$2.72M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.43K- 50.57% |
$315K - $354K
|
3.35K
$309K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.15% |
$184 - $207
|
1.3K
$120K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
221KNew |
$20.3M - $22.9M
|
221K
$20.4M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19New |
$1.71K - $1.87K
|
19
$1.75K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.22KNew |
$200K - $219K
|
2.22K
$205K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
19.2KNew |
$1.73M - $1.89M
|
19.2K
$1.77M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
937New |
$84.3K - $92.4K
|
937
$86.4K
|
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
3.09KNew |
$278K - $305K
|
3.09K
$285K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
17.2KNew |
$1.54M - $1.69M
|
17.2K
$1.58M
|
|
|
Mar 10, 2025
Q4 2024
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
BUY
|
- |
6.26KNew |
$563K - $617K
|
6.26K
$577K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
161New |
$14.5K - $15.9K
|
161
$14.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
754New |
$67.8K - $74.3K
|
754
$69.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.8K - $1.97K
|
20
$1.84K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-811- 24.03% |
$73K - $80K
|
2.56K
$236K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.52KNew |
$407K - $446K
|
4.52K
$417K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.37KNew |
$303K - $332K
|
3.37K
$311K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.3K- 20.4% |
$1.29M - $1.41M
|
55.8K
$5.14M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$1.01M - $1.1M
|
11.2K
$1.03M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
384+ 1.04% |
$34.5K - $37.9K
|
37.2K
$3.43M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
46.5KNew |
$4.18M - $4.58M
|
46.5K
$4.28M
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
280+ 8.66% |
$25.2K - $27.6K
|
3.51K
$324K
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
2.83KNew |
$254K - $279K
|
2.83K
$260K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.14KNew |
$192K - $211K
|
2.14K
$197K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
243+ 2.89% |
$21.9K - $24K
|
8.66K
$798K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
109K+ 707.63% |
$9.79M - $10.7M
|
124K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2K+ 161.18% |
$1M - $1.1M
|
18.1K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.9K+ 85.12% |
$982K - $1.08M
|
23.7K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.23K+ 75.41% |
$291K - $318K
|
7.51K
$693K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$157K - $173K
|
1.75K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.87K+ 11.63% |
$258K - $282K
|
27.5K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-177- 3.31% |
$15.9K - $17.5K
|
5.17K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
53.1K+ 473.12% |
$4.78M - $5.23M
|
64.3K
$5.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
18.8K+ 369.91% |
$1.69M - $1.85M
|
23.8K
$2.2M
|
|