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 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
19.4K+ 10.79% |
$1.55M - $1.78M
|
199K
$19.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.48K- 0.17% |
$755K - $869K
|
5.45M
$525M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.27K+ 8.42% |
$101K - $116K
|
16.3K
$1.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.61K- 61.55% |
$366K - $422K
|
2.88K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Smart Money Group LLC
|
BUY
|
- |
43.5K+ 21.64% |
$3.47M - $3.99M
|
245K
$23.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.95K- 22.82% |
$474K - $545K
|
20.1K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.36K+ 20.69% |
$108K - $124K
|
7.92K
$764K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.33K- 25.89% |
$504K - $580K
|
18.1K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.41K- 26.05% |
$510K - $587K
|
18.2K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
6.83K+ 65.46% |
$543K - $626K
|
17.3K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 4.22% |
$1.03K - $1.19K
|
295
$28.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.57K+ 21.5% |
$523K - $602K
|
37.1K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
565New |
$45K - $51.8K
|
565
$54.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
8.4KNew |
$668K - $769K
|
8.4K
$809K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.39K- 22.8% |
$270K - $310K
|
11.5K
$1.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3.2KNew |
$255K - $293K
|
3.2K
$308K
|
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
3.79K+ 10.32% |
$302K - $348K
|
40.5K
$3.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-19- 4.75% |
$1.51K - $1.74K
|
381
$36.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.58K+ 50.42% |
$125K - $144K
|
4.7K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-215K- 98.86% |
$17.1M - $19.7M
|
2.49K
$240K
|
|
|
Oct 31, 2024
Q3 2024
|
Win Advisors, Inc
|
BUY
|
- |
49.7K+ 69.25% |
$3.96M - $4.56M
|
122K
$11.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
505K+ 909.78% |
$40.2M - $46.3M
|
561K
$54M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.06K- 5.62% |
$641K - $738K
|
135K
$13M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
123+ 615.0% |
$9.79K - $11.3K
|
143
$13.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-585- 8.9% |
$46.6K - $53.6K
|
5.99K
$577K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.6K+ 8.56% |
$1.08M - $1.25M
|
173K
$16.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
79+ 1.92% |
$6.29K - $7.24K
|
4.2K
$405K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-422- 0.64% |
$33.6K - $38.7K
|
65.8K
$6.34M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$1.09M - $1.26M
|
13.7K
$1.32M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
37.3KNew |
$2.97M - $3.42M
|
37.3K
$3.59M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
693+ 1.26% |
$55.1K - $63.5K
|
55.8K
$5.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.96K+ 61.71% |
$633K - $729K
|
20.9K
$2.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.25KNew |
$179K - $206K
|
2.25K
$216K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
3.93KNew |
$312K - $360K
|
3.93K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.6K+ 11.18% |
$2.51M - $2.9M
|
314K
$30.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.36K- 18.49% |
$108K - $124K
|
5.99K
$577K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.11K+ 17.74% |
$88.7K - $102K
|
7.4K
$713K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
30.1K+ 10.33% |
$2.4M - $2.76M
|
322K
$31M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 2.07% |
$796 - $916
|
493
$47.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.88K- 7.7% |
$229K - $264K
|
34.5K
$3.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
919+ 9.72% |
$73.1K - $84.2K
|
10.4K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
3.68KNew |
$293K - $337K
|
3.68K
$355K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
124KNew |
$9.85M - $11.3M
|
124K
$11.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-40.6K- 87.9% |
$3.23M - $3.72M
|
5.59K
$538K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.68KNew |
$214K - $246K
|
2.68K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
8.02KNew |
$639K - $735K
|
8.02K
$773K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.4K+ 112.21% |
$271K - $312K
|
6.43K
$620K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.2KNew |
$1.84M - $2.12M
|
23.2K
$2.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
4.25K+ 1.47% |
$338K - $389K
|
293K
$28.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
451+ 1.12% |
$35.9K - $41.3K
|
40.8K
$3.93M
|