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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
39.4KNew |
$3.62M - $4.07M
|
39.4K
$4.51M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.18KNew |
$383K - $431K
|
4.18K
$477K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-14- 70.0% |
$1.28K - $1.45K
|
6
$685
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
207+ 1.86% |
$19K - $21.4K
|
11.3K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-316- 3.84% |
$29K - $32.6K
|
7.91K
$904K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.54K- 15.45% |
$325K - $365K
|
19.3K
$2.21M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-124K- 42.75% |
$11.3M - $12.8M
|
165K
$18.9M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-44- 1.98% |
$4.04K - $4.54K
|
2.18K
$249K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
11.2K+ 83.78% |
$1.03M - $1.15M
|
24.5K
$2.8M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.04K+ 520.0% |
$95.4K - $107K
|
1.24K
$142K
|
|
|
May 01, 2025
Q1 2025
|
Northwest Capital Management Inc
|
SELL
|
- |
-227- 1.51% |
$20.8K - $23.4K
|
14.9K
$1.7M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
93New |
$8.53K - $9.6K
|
93
$10.6K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
4.32KNew |
$396K - $446K
|
4.32K
$493K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
878K+ 201.93% |
$80.6M - $90.7M
|
1.31M
$150M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.11KNew |
$286K - $322K
|
3.11K
$356K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$18.4K - $20.7K
|
200
$22.8K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
2.63KNew |
$242K - $272K
|
2.63K
$301K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.9K+ 362.08% |
$1.37M - $1.54M
|
19K
$2.17M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.56K+ 65.13% |
$601K - $677K
|
16.6K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.2K+ 34.03% |
$1.4M - $1.57M
|
60K
$6.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
225New |
$20.6K - $23.2K
|
225
$25.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.94K+ 31.64% |
$270K - $304K
|
12.2K
$1.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-627- 2.2% |
$57.5K - $64.7K
|
27.9K
$3.19M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
768+ 1.51% |
$70.5K - $79.3K
|
51.7K
$5.91M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
381+ 50.53% |
$35K - $39.3K
|
1.14K
$130K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
79+ 0.98% |
$7.25K - $8.16K
|
8.12K
$928K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 65.36% |
$9.18K - $10.3K
|
53
$6.05K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
2.38KNew |
$218K - $245K
|
2.38K
$271K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
1.85K+ 60.29% |
$170K - $191K
|
4.93K
$563K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
119K+ 1461.99% |
$10.9M - $12.3M
|
127K
$14.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3.35K+ 51.54% |
$307K - $346K
|
9.85K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46K+ 74.47% |
$317K - $357K
|
8.1K
$925K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
4.6K+ 6.66% |
$422K - $475K
|
73.7K
$8.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.46K+ 22.08% |
$317K - $357K
|
19.1K
$2.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-304- 7.23% |
$27.9K - $31.4K
|
3.9K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
3.64K+ 56.06% |
$334K - $375K
|
10.1K
$1.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.95K+ 4.87% |
$271K - $305K
|
63.5K
$7.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.32KNew |
$213K - $240K
|
2.32K
$265K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
111+ 2.28% |
$10.2K - $11.5K
|
4.98K
$569K
|
|
|
Apr 29, 2025
Q1 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-326- 33.71% |
$29.9K - $33.7K
|
641
$73.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.77M+ 41.71% |
$162M - $183M
|
6.01M
$687M
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-38- 0.47% |
$3.49K - $3.92K
|
7.99K
$912K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
90New |
$8.26K - $9.29K
|
90
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.55K- 13.87% |
$509K - $573K
|
34.5K
$3.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
6.24K+ 45.41% |
$573K - $645K
|
20K
$2.28M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.26K+ 79.38% |
$207K - $233K
|
5.1K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-26- 0.23% |
$2.39K - $2.68K
|
11.1K
$1.27M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
2.43KNew |
$223K - $251K
|
2.43K
$278K
|
|
|
Apr 28, 2025
Q1 2025
|
Smart Money Group LLC
|
SELL
|
- |
-250K- 97.92% |
$23M - $25.8M
|
5.32K
$607K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.3K+ 31.36% |
$1.5M - $1.69M
|
68.4K
$7.81M
|