Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Mome (SPMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
194New |
$17.5K - $19.1K
|
194
$22.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
68New |
$6.12K - $6.7K
|
68
$8.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$5.85K - $6.41K
|
65
$7.66K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$3.24K - $3.55K
|
36
$4.24K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$2.43K - $2.66K
|
27
$3.18K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19New |
$1.71K - $1.87K
|
19
$2.24K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.1K+ 497.49% |
$3.74M - $4.31M
|
56.5K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
37.7KNew |
$3M - $3.45M
|
37.7K
$4.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25KNew |
$1.99M - $2.29M
|
25K
$2.94M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24.7KNew |
$1.97M - $2.26M
|
24.7K
$2.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.2K+ 17.98% |
$1.29M - $1.48M
|
106K
$12.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
14.1KNew |
$1.12M - $1.29M
|
14.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4KNew |
$318K - $367K
|
4K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.81KNew |
$224K - $258K
|
2.81K
$331K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.25KNew |
$179K - $206K
|
2.25K
$265K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.18K+ 23.79% |
$174K - $200K
|
11.4K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.65K+ 52.39% |
$131K - $151K
|
4.79K
$564K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
565New |
$45K - $51.8K
|
565
$66.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
107New |
$8.52K - $9.81K
|
107
$12.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$6.21K - $7.15K
|
78
$9.19K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$79.6 - $91.6
|
5.6K
$660K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.4KNew |
$1M - $1.19M
|
13.4K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.15KNew |
$460K - $545K
|
6.15K
$724K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.71KNew |
$203K - $240K
|
2.71K
$320K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.66KNew |
$199K - $236K
|
2.66K
$314K
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
701+ 22.65% |
$52.4K - $62.1K
|
3.8K
$447K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
430New |
$32.2K - $38.1K
|
430
$50.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
105New |
$7.86K - $9.31K
|
105
$12.4K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70.8K+ 780.92% |
$4.56M - $5.73M
|
79.9K
$9.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.8K+ 1436.82% |
$3.01M - $3.78M
|
50K
$5.9M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
45.3KNew |
$2.92M - $3.67M
|
45.3K
$5.34M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
19.7KNew |
$1.27M - $1.59M
|
19.7K
$2.32M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.88KNew |
$249K - $313K
|
3.88K
$457K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.77KNew |
$178K - $224K
|
2.77K
$326K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
620New |
$39.9K - $50.1K
|
620
$73.1K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
96New |
$6.18K - $7.76K
|
96
$11.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
132KNew |
$7.26M - $7.92M
|
132K
$15.6M
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.4K+ 3.74% |
$180K - $192K
|
94.2K
$11.1M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
267New |
$14.2K - $15.1K
|
267
$31.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$53 - $56.7
|
7.33K
$863K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
74.7KNew |
$3.88M - $4.25M
|
74.7K
$8.8M
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.29K+ 26.14% |
$118K - $135K
|
11K
$1.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$259 - $295
|
5
$589
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38New |
$1.9K - $2.2K
|
38
$4.48K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.6KNew |
$787K - $954K
|
15.6K
$1.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$188K - $229K
|
3.73K
$439K
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37New |
$2.18K - $2.36K
|
37
$4.36K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
465New |
$22.2K - $24.6K
|
465
$54.8K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
61New |
$2.41K - $2.57K
|
61
$7.19K
|
|