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 |
---|---|---|---|---|---|---|---|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.15KNew |
$460K - $545K
|
6.15K
$596K
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.82KNew |
$285K - $338K
|
3.82K
$370K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.81KNew |
$285K - $337K
|
3.81K
$369K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.58K+ 32.39% |
$268K - $317K
|
14.6K
$1.42M
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.55KNew |
$266K - $315K
|
3.55K
$344K
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.71KNew |
$203K - $240K
|
2.71K
$263K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.66KNew |
$199K - $236K
|
2.66K
$258K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.61K+ 49.8% |
$195K - $232K
|
7.86K
$761K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.47KNew |
$185K - $219K
|
2.47K
$240K
|
|
Nov 01, 2024
Q2 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.8KNew |
$135K - $160K
|
1.8K
$174K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
788+ 2073.68% |
$59K - $69.8K
|
826
$80K
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
701+ 22.65% |
$52.4K - $62.1K
|
3.8K
$368K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
430New |
$32.2K - $38.1K
|
430
$41.7K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
200+ 26.81% |
$15K - $17.7K
|
946
$91.7K
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
190+ 0.78% |
$14.2K - $16.8K
|
24.6K
$2.39M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
180New |
$13.5K - $16K
|
180
$17.4K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
133New |
$9.95K - $11.8K
|
133
$12.9K
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
105New |
$7.86K - $9.31K
|
105
$10.2K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
52New |
$3.89K - $4.61K
|
52
$5.04K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$74.8 - $88.6
|
178
$17.2K
|
|
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
$7.74M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.8K+ 1436.82% |
$3.01M - $3.78M
|
50K
$4.85M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
45.3KNew |
$2.92M - $3.67M
|
45.3K
$4.39M
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
31.7KNew |
$2.04M - $2.56M
|
31.7K
$3.07M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
19.7KNew |
$1.27M - $1.59M
|
19.7K
$1.91M
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.56KNew |
$293K - $368K
|
4.56K
$441K
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.88KNew |
$249K - $313K
|
3.88K
$376K
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.46KNew |
$222K - $279K
|
3.46K
$335K
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$189K - $237K
|
2.94K
$284K
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.77KNew |
$178K - $224K
|
2.77K
$268K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
620New |
$39.9K - $50.1K
|
620
$60.1K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
253New |
$16.3K - $20.4K
|
253
$24.5K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
239New |
$15.4K - $19.3K
|
239
$23.2K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
96New |
$6.18K - $7.76K
|
96
$9.3K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$554 - $656
|
10
$969
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
132KNew |
$7.26M - $7.92M
|
132K
$12.8M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
397New |
$21.8K - $23.8K
|
397
$38.5K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.4K+ 3.74% |
$180K - $192K
|
94.2K
$9.13M
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
267New |
$14.2K - $15.1K
|
267
$25.9K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$53 - $56.7
|
7.33K
$710K
|
|
Q1 2023 | |||||||
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
74.7KNew |
$3.88M - $4.25M
|
74.7K
$7.23M
|
|
Q4 2022 | |||||||
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
40.3KNew |
$2.09M - $2.38M
|
40.3K
$3.91M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.6KNew |
$1.48M - $1.69M
|
28.6K
$2.77M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.15KNew |
$215K - $245K
|
4.15K
$402K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82KNew |
$198K - $225K
|
3.82K
$370K
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.29K+ 26.14% |
$118K - $135K
|
11K
$1.07M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115New |
$5.96K - $6.78K
|
115
$11.1K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$259 - $295
|
5
$484
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38New |
$1.9K - $2.2K
|
38
$3.68K
|