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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
15.3K+ 159.26% |
$1.4M - $1.58M
|
24.9K
$2.84M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
65.5K+ 129.39% |
$6.01M - $6.77M
|
116K
$13.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.12% |
$1.84K - $2.07K
|
17.3K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-167K- 90.58% |
$15.3M - $17.2M
|
17.3K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.56K+ 7.01% |
$143K - $161K
|
23.8K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
90.7K+ 248.8% |
$8.32M - $9.36M
|
127K
$14.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
402+ 7.49% |
$36.9K - $41.5K
|
5.77K
$659K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
124New |
$11.4K - $12.8K
|
124
$14.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
52.8K+ 1702.29% |
$4.84M - $5.45M
|
55.9K
$6.38M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
187K+ 30.57% |
$17.2M - $19.3M
|
798K
$91.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
141KNew |
$12.9M - $14.5M
|
141K
$16M
|
|
|
Apr 24, 2025
Q1 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
86.5KNew |
$7.94M - $8.94M
|
86.5K
$9.89M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 50.0% |
$4.59K - $5.16K
|
50
$5.71K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
31.4K+ 54.84% |
$2.88M - $3.24M
|
88.7K
$10.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-76.4K- 72.72% |
$7.01M - $7.89M
|
28.7K
$3.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300New |
$27.5K - $31K
|
300
$34.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
3.24K+ 113.65% |
$297K - $334K
|
6.09K
$695K
|
|
|
Apr 23, 2025
Q1 2025
|
Tsa Wealth Managment LLC
Houston, TX |
SELL
|
- |
-3.5K- 10.64% |
$321K - $361K
|
29.4K
$3.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
777+ 0.72% |
$71.3K - $80.2K
|
108K
$12.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.1K+ 8.29% |
$101K - $113K
|
14.4K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-2.66K- 44.86% |
$244K - $275K
|
3.27K
$374K
|
|
|
Apr 22, 2025
Q1 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
406+ 9.72% |
$37.3K - $41.9K
|
4.58K
$523K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
96.5K+ 22.58% |
$8.85M - $9.96M
|
524K
$59.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
8.74K+ 54.59% |
$802K - $903K
|
24.8K
$2.83M
|
|
|
Apr 22, 2025
Q1 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5.77KNew |
$530K - $596K
|
5.77K
$659K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.19K- 26.32% |
$660K - $742K
|
20.1K
$2.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 41.18% |
$14.1K - $15.9K
|
528
$60.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.86KNew |
$446K - $502K
|
4.86K
$555K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-144- 50.0% |
$13.2K - $14.9K
|
144
$16.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
41New |
$3.76K - $4.23K
|
41
$4.68K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47.8K+ 44.33% |
$4.38M - $4.93M
|
155K
$17.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
430New |
$39.5K - $44.4K
|
430
$49.1K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.09KNew |
$284K - $319K
|
3.09K
$353K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.43KNew |
$131K - $148K
|
1.43K
$164K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10.6KNew |
$971K - $1.09M
|
10.6K
$1.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.01K+ 41.02% |
$93K - $105K
|
3.49K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
502+ 1859.26% |
$46.1K - $51.8K
|
529
$60.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
5.39K+ 177.85% |
$494K - $556K
|
8.42K
$962K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-22- 13.66% |
$2.02K - $2.27K
|
139
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
3.89KNew |
$357K - $401K
|
3.89K
$444K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
6New |
$551 - $620
|
6
$685
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
600New |
$55.1K - $62K
|
600
$68.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
751New |
$68.9K - $77.5K
|
751
$85.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.45K- 32.04% |
$133K - $150K
|
3.07K
$351K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.5K- 23.0% |
$137K - $154K
|
5.01K
$572K
|
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
17.5K+ 81.68% |
$1.6M - $1.8M
|
38.8K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.88K+ 8.61% |
$172K - $194K
|
23.7K
$2.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222New |
$20.4K - $22.9K
|
222
$25.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.43K- 50.57% |
$315K - $354K
|
3.35K
$383K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
509New |
$45.8K - $50.2K
|
509
$58.1K
|
|