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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$79.6 - $91.6
|
5.6K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6.66K+ 30.87% |
$530K - $610K
|
28.2K
$2.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
256KNew |
$20.4M - $23.5M
|
256K
$24.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
220New |
$17.5K - $20.2K
|
220
$21.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
11.4K+ 101.07% |
$906K - $1.04M
|
22.7K
$2.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.4K+ 26.62% |
$429K - $494K
|
25.7K
$2.47M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-69.1K- 31.64% |
$5.5M - $6.33M
|
149K
$14.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
107New |
$8.52K - $9.81K
|
107
$10.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
938+ 18.25% |
$74.6K - $86K
|
6.08K
$586K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.2K+ 49.81% |
$1.69M - $1.94M
|
63.8K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.1K+ 497.49% |
$3.74M - $4.31M
|
56.5K
$5.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.2K- 26.11% |
$2.01M - $2.31M
|
71.4K
$6.88M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.91K+ 42.2% |
$311K - $358K
|
13.2K
$1.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-119K- 22.32% |
$9.5M - $10.9M
|
415K
$40M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.31KNew |
$184K - $212K
|
2.31K
$223K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.15K+ 52.43% |
$171K - $197K
|
6.24K
$601K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 11.46% |
$168K - $193K
|
16.3K
$1.57M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61K- 15.78% |
$128K - $148K
|
8.6K
$828K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
5.25KNew |
$418K - $481K
|
5.25K
$506K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
194+ 5.86% |
$15.4K - $17.8K
|
3.51K
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222New |
$17.7K - $20.3K
|
222
$21.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
208+ 2.87% |
$16.6K - $19.1K
|
7.45K
$718K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
379+ 2.79% |
$30.2K - $34.7K
|
13.9K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
700New |
$55.7K - $64.1K
|
700
$67.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-23.1K- 79.29% |
$1.84M - $2.12M
|
6.04K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
9.4KNew |
$748K - $861K
|
9.4K
$906K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
30.5K+ 211.03% |
$2.43M - $2.79M
|
44.9K
$4.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
39.3KNew |
$3.13M - $3.6M
|
39.3K
$3.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.97K- 40.91% |
$236K - $272K
|
4.28K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
701New |
$55.8K - $64.2K
|
701
$67.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.86K+ 6.96% |
$148K - $171K
|
28.6K
$2.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
624+ 8.62% |
$49.7K - $57.2K
|
7.87K
$758K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.04K+ 73.42% |
$321K - $370K
|
9.53K
$919K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-596- 19.11% |
$47.4K - $54.6K
|
2.52K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
462+ 0.99% |
$36.8K - $42.3K
|
46.9K
$4.52M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28.7K+ 5036.73% |
$2.28M - $2.63M
|
29.2K
$2.82M
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
5.27KNew |
$419K - $483K
|
5.27K
$508K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.35KNew |
$187K - $215K
|
2.35K
$226K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-548- 0.98% |
$43.6K - $50.2K
|
55.3K
$5.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24.7KNew |
$1.97M - $2.26M
|
24.7K
$2.38M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-533- 6.49% |
$42.4K - $48.8K
|
7.68K
$740K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.54KNew |
$202K - $232K
|
2.54K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.19K- 19.3% |
$94.9K - $109K
|
4.98K
$480K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-138- 27.17% |
$11K - $12.6K
|
370
$35.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
3.93K+ 12.89% |
$313K - $360K
|
34.4K
$3.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2.79K+ 20.12% |
$222K - $256K
|
16.7K
$1.61M
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
15.4K+ 35.76% |
$1.22M - $1.41M
|
58.3K
$5.62M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.8K- 7.52% |
$143K - $165K
|
22.1K
$2.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
147KNew |
$11.7M - $13.5M
|
147K
$14.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.3K- 34.48% |
$1.06M - $1.22M
|
25.3K
$2.44M
|