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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
169K+ 65.0% |
$13.9M - $19M
|
429K
$49M
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
4.42KNew |
$364K - $497K
|
4.42K
$505K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
6.72KNew |
$553K - $756K
|
6.72K
$767K
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
440KNew |
$36.2M - $49.5M
|
440K
$50.3M
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
21.5KNew |
$1.77M - $2.42M
|
21.5K
$2.45M
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
12.9KNew |
$1.06M - $1.45M
|
12.9K
$1.48M
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1.32K+ 48.64% |
$109K - $149K
|
4.04K
$461K
|
|
Jul 09, 2025
Q2 2025
|
Orser Capital Management, LLC
|
BUY
|
- |
26.2KNew |
$2.16M - $2.95M
|
26.2K
$2.99M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.89KNew |
$649K - $887K
|
7.89K
$901K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.47K+ 26.99% |
$286K - $390K
|
16.3K
$1.87M
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
941+ 5.92% |
$77.5K - $106K
|
16.8K
$1.92M
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
805+ 1.7% |
$66.3K - $90.5K
|
48.3K
$5.51M
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
4.76KNew |
$392K - $535K
|
4.76K
$543K
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.65K+ 5.93% |
$135K - $185K
|
29.4K
$3.36M
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.52K- 44.46% |
$372K - $508K
|
5.64K
$645K
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.09K+ 13.49% |
$584K - $797K
|
59.7K
$6.81M
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.06K+ 16.4% |
$334K - $457K
|
28.8K
$3.29M
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
6.31K+ 244.8% |
$519K - $709K
|
8.88K
$1.01M
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-13.9K- 71.66% |
$1.14M - $1.56M
|
5.48K
$626K
|
|
Jul 07, 2025
Q2 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
843+ 16.57% |
$69.4K - $94.8K
|
5.93K
$677K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
15.2K+ 36.51% |
$1.25M - $1.7M
|
56.7K
$6.47M
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-298- 0.13% |
$24.5K - $33.5K
|
221K
$25.3M
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
34.1KNew |
$2.81M - $3.84M
|
34.1K
$3.9M
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
79+ 3.41% |
$6.5K - $8.89K
|
2.4K
$274K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
53+ 1.33% |
$4.36K - $5.96K
|
4.03K
$460K
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.06KNew |
$170K - $232K
|
2.06K
$236K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
35.7K+ 19.48% |
$2.94M - $4.01M
|
219K
$25M
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
145+ 1.46% |
$11.9K - $16.3K
|
10K
$1.15M
|
|
Q1 2025 | |||||||
Jul 18, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
833+ 9.35% |
$76.4K - $86K
|
9.74K
$1.11M
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1.22KNew |
$112K - $126K
|
1.22K
$139K
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-22.9KClosed |
$2.1M - $2.36M
|
0
$0
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
766New |
$70.3K - $79.1K
|
766
$87.5K
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
3.42K+ 24.2% |
$313K - $353K
|
17.5K
$2M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
41.9K+ 29962.86% |
$3.85M - $4.33M
|
42.1K
$4.81M
|
|
May 28, 2025
Q1 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
21.3K+ 426840.0% |
$1.96M - $2.2M
|
21.3K
$2.44M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-532- 1.33% |
$48.8K - $54.9K
|
39.6K
$4.52M
|
|
May 21, 2025
Q1 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-6.99K- 18.01% |
$641K - $722K
|
31.8K
$3.63M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
62.5K+ 100.96% |
$5.73M - $6.45M
|
124K
$14.2M
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
97.9KNew |
$8.98M - $10.1M
|
97.9K
$11.2M
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
268+ 7.18% |
$24.6K - $27.7K
|
4K
$457K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-163- 20.3% |
$15K - $16.8K
|
640
$73.1K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 33.33% |
$1.28K - $1.45K
|
56
$6.4K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
6.35K+ 33.09% |
$583K - $656K
|
25.5K
$2.92M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
402K+ 27.8% |
$36.9M - $41.5M
|
1.85M
$211M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
348K+ 191.51% |
$31.9M - $35.9M
|
530K
$60.5M
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
SELL
|
- |
-1.78K- 11.15% |
$164K - $184K
|
14.2K
$1.62M
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.01K- 24.85% |
$368K - $414K
|
12.1K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.5KNew |
$413K - $465K
|
4.5K
$514K
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
15.4KNew |
$1.41M - $1.59M
|
15.4K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
172K+ 267.68% |
$15.8M - $17.8M
|
236K
$27M
|