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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
132KNew |
$7.26M - $7.92M
|
132K
$14.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-970- 38.55% |
$53.3K - $58.2K
|
1.55K
$174K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.46K- 93.43% |
$355K - $387K
|
454
$51.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.15K- 4.96% |
$118K - $129K
|
41.2K
$4.65M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-216- 94.74% |
$11.9K - $12.9K
|
12
$1.35K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
267New |
$14.2K - $15.1K
|
267
$30.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.4K+ 3.74% |
$180K - $192K
|
94.2K
$10.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$53 - $56.7
|
7.33K
$827K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
74.7KNew |
$3.88M - $4.25M
|
74.7K
$8.43M
|
|
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-8.61K- 67.52% |
$448K - $490K
|
4.14K
$468K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82KNew |
$198K - $225K
|
3.82K
$431K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115New |
$5.96K - $6.78K
|
115
$13K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.29K+ 26.14% |
$118K - $135K
|
11K
$1.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$259 - $295
|
5
$564
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38New |
$1.9K - $2.2K
|
38
$4.29K
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-518- 5.82% |
$25.9K - $30K
|
8.38K
$946K
|
|
| Q2 2022 | |||||||
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-556- 36.27% |
$28.1K - $34.1K
|
977
$110K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$188K - $229K
|
3.73K
$421K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-4.51KClosed |
$228K - $277K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.6KNew |
$787K - $954K
|
15.6K
$1.76M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10Closed |
$554 - $655
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500Closed |
$27.7K - $32.8K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.46KClosed |
$247K - $292K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.75KClosed |
$105K - $115K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-10.2KClosed |
$599K - $648K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37New |
$2.18K - $2.36K
|
37
$4.18K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-246- 43.23% |
$12.9K - $14.6K
|
323
$36.5K
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-264Closed |
$13.9K - $15.7K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$59.5K - $66.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
465New |
$22.2K - $24.6K
|
465
$52.5K
|
|
|
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-14.7KClosed |
$704K - $778K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
Clear Investment Research, LLC
|
SELL
|
- |
-788Closed |
$34.6K - $41.2K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.17KClosed |
$227K - $270K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22.9KClosed |
$791K - $1.02M
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-181Closed |
$6.25K - $8.05K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-26.2KClosed |
$905K - $1.17M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 19, 2020
Q1 2020
|
Tru Independence LLC
|
SELL
|
- |
-627Closed |
$19.5K - $28.4K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-125KClosed |
$3.88M - $5.65M
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Concentrum Wealth Management
|
SELL
|
- |
-5.42KClosed |
$168K - $245K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.74KClosed |
$84.9K - $124K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-104KClosed |
$3.22M - $4.69M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
61New |
$2.41K - $2.57K
|
61
$6.88K
|
|
|
Jan 10, 2020
Q4 2019
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-196Closed |
$7.75K - $8.27K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-55Closed |
$2.16K - $2.3K
|
0
$0
|
|