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 |
---|---|---|---|---|---|---|---|
Aug 02, 2024
Q2 2024
|
Win Advisors, Inc
|
BUY
|
- |
10.1K+ 16.33% |
$754K - $893K
|
71.8K
$6.4M
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.46KNew |
$707K - $838K
|
9.46K
$842K
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
8.71K+ 48.24% |
$651K - $772K
|
26.8K
$2.38M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.61KNew |
$644K - $763K
|
8.61K
$767K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.24K+ 48.26% |
$616K - $730K
|
25.3K
$2.25M
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
- |
7.65KNew |
$572K - $678K
|
7.65K
$681K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.62K+ 52.85% |
$570K - $675K
|
22K
$1.96M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.45K+ 156.23% |
$557K - $660K
|
12.2K
$1.09M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.25KNew |
$542K - $642K
|
7.25K
$646K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.9K+ 121.4% |
$516K - $611K
|
12.6K
$1.12M
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.57KNew |
$491K - $582K
|
6.57K
$585K
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.15KNew |
$460K - $545K
|
6.15K
$548K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.67K+ 40.02% |
$424K - $503K
|
19.8K
$1.77M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.65K+ 17.8% |
$422K - $500K
|
37.4K
$3.33M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.5KNew |
$411K - $487K
|
5.5K
$490K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5.38KNew |
$403K - $477K
|
5.38K
$479K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.32KNew |
$398K - $472K
|
5.32K
$474K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.29KNew |
$396K - $469K
|
5.29K
$471K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
5.24K+ 60.6% |
$392K - $464K
|
13.9K
$1.24M
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.14KNew |
$385K - $456K
|
5.14K
$458K
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.89K+ 61.04% |
$366K - $433K
|
12.9K
$1.15M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.88K+ 106.42% |
$365K - $432K
|
9.46K
$843K
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.83K+ 11.69% |
$361K - $428K
|
46.1K
$4.11M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.4K+ 78.79% |
$329K - $390K
|
9.97K
$888K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
4.29K+ 70.1% |
$321K - $380K
|
10.4K
$927K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.09KNew |
$306K - $363K
|
4.09K
$365K
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.07K+ 15.4% |
$304K - $360K
|
30.5K
$2.71M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.83K+ 71.63% |
$286K - $339K
|
9.17K
$817K
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.82KNew |
$285K - $338K
|
3.82K
$340K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$285K - $337K
|
3.81K
$339K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
3.66KNew |
$274K - $324K
|
3.66K
$326K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.58K+ 32.39% |
$268K - $317K
|
14.6K
$1.3M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.55KNew |
$266K - $315K
|
3.55K
$316K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.52K+ 23.6% |
$263K - $312K
|
18.4K
$1.64M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.51K+ 131.48% |
$262K - $311K
|
6.18K
$550K
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.33K+ 27.22% |
$249K - $295K
|
15.6K
$1.39M
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.31K+ 83.67% |
$248K - $293K
|
7.27K
$647K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
3.29K+ 1044.44% |
$246K - $292K
|
3.61K
$321K
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.24KNew |
$242K - $287K
|
3.24K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.14KNew |
$235K - $278K
|
3.14K
$280K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.13KNew |
$234K - $277K
|
3.13K
$278K
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.12KNew |
$233K - $276K
|
3.12K
$278K
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.06K+ 49.32% |
$229K - $271K
|
9.27K
$826K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
2.98KNew |
$223K - $264K
|
2.98K
$266K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.71KNew |
$203K - $240K
|
2.71K
$242K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.66KNew |
$199K - $236K
|
2.66K
$237K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.61K+ 49.8% |
$195K - $232K
|
7.86K
$700K
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.58KNew |
$193K - $229K
|
2.58K
$230K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$185K - $219K
|
2.47K
$220K
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
2.38KNew |
$178K - $211K
|
2.38K
$212K
|