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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$5.85K - $6.41K
|
65
$6.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
25.8KNew |
$2.32M - $2.55M
|
25.8K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
4.97KNew |
$447K - $490K
|
4.97K
$494K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.38KNew |
$394K - $431K
|
4.38K
$435K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.61K+ 18.99% |
$235K - $257K
|
16.3K
$1.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
58+ 46.77% |
$5.22K - $5.72K
|
182
$18.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$18K - $19.7K
|
200
$19.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$4.5K - $4.93K
|
50
$4.97K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.98K- 95.54% |
$808K - $885K
|
419
$41.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.56KNew |
$140K - $153K
|
1.56K
$155K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.25KNew |
$293K - $321K
|
3.25K
$323K
|
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
21.5KNew |
$1.93M - $2.11M
|
21.5K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
SELL
|
- |
-16.4K- 13.5% |
$1.48M - $1.62M
|
105K
$10.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-50- 1.98% |
$4.5K - $4.93K
|
2.47K
$246K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.68K+ 7.41% |
$151K - $166K
|
24.3K
$2.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
51K+ 9.09% |
$4.59M - $5.03M
|
612K
$60.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.6KNew |
$233K - $256K
|
2.6K
$258K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
6.52K+ 1.57% |
$587K - $643K
|
422K
$41.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.83K+ 61.32% |
$344K - $377K
|
10.1K
$1M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.52K+ 16.02% |
$497K - $545K
|
40K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.1K+ 97.74% |
$369K - $405K
|
8.3K
$825K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
68New |
$6.12K - $6.7K
|
68
$6.76K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-954- 12.8% |
$85.8K - $94.1K
|
6.5K
$646K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-20.3K- 30.78% |
$1.82M - $2M
|
45.6K
$4.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-312- 32.98% |
$28.1K - $30.8K
|
634
$63K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-657- 18.74% |
$59.1K - $64.8K
|
2.85K
$283K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
5.99KNew |
$538K - $590K
|
5.99K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
22.3KNew |
$2.01M - $2.2M
|
22.3K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
19KNew |
$1.71M - $1.87M
|
19K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
60.6KNew |
$5.45M - $5.97M
|
60.6K
$6.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
17.9K+ 6.12% |
$1.61M - $1.77M
|
311K
$30.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.44K+ 24.08% |
$130K - $142K
|
7.43K
$739K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
3.4KNew |
$306K - $335K
|
3.4K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
21.4KNew |
$1.92M - $2.11M
|
21.4K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
52.6KNew |
$4.73M - $5.18M
|
52.6K
$5.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
39.1KNew |
$3.52M - $3.85M
|
39.1K
$3.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
57.3KNew |
$5.15M - $5.65M
|
57.3K
$5.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
19K+ 42.32% |
$1.71M - $1.87M
|
64K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
153New |
$13.8K - $15.1K
|
153
$15.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.09K+ 100.78% |
$548K - $600K
|
12.1K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
23.5K+ 11.8% |
$2.12M - $2.32M
|
223K
$22.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
8.04KNew |
$724K - $793K
|
8.04K
$800K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3KNew |
$926K - $1.01M
|
10.3K
$1.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9.11KNew |
$819K - $898K
|
9.11K
$905K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 216.41% |
$1.42M - $1.56M
|
23.1K
$2.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.37KNew |
$483K - $529K
|
5.37K
$534K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
153KNew |
$13.8M - $15.1M
|
153K
$15.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
280+ 8.45% |
$25.2K - $27.6K
|
3.59K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.16KNew |
$284K - $311K
|
3.16K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.1K+ 28.85% |
$1.45M - $1.59M
|
71.9K
$7.15M
|