Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-440K- 94.84% |
$32.9M - $39M
|
23.9K
$2.05M
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-56.3K- 9.52% |
$4.21M - $4.99M
|
535K
$45.9M
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-27.8K- 48.83% |
$2.08M - $2.47M
|
29.2K
$2.5M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.3K- 68.57% |
$1.59M - $1.89M
|
9.76K
$838K
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-20.7K- 69.26% |
$1.55M - $1.84M
|
9.19K
$789K
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.9K- 87.55% |
$1.34M - $1.59M
|
2.54K
$218K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-17.9K- 82.56% |
$1.34M - $1.58M
|
3.77K
$324K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10K- 15.3% |
$751K - $890K
|
55.6K
$4.77M
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.98K- 11.78% |
$148K - $176K
|
14.9K
$1.28M
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.86K- 10.06% |
$139K - $165K
|
16.7K
$1.43M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-963- 7.71% |
$72K - $85.4K
|
11.5K
$989K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-741- 59.33% |
$55.4K - $65.7K
|
508
$43.6K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-724- 30.7% |
$54.2K - $64.2K
|
1.63K
$140K
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-654- 1.39% |
$48.9K - $58K
|
46.4K
$3.99M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-357- 3.38% |
$26.7K - $31.6K
|
10.2K
$876K
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-292- 3.87% |
$21.8K - $25.9K
|
7.25K
$622K
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-108- 0.85% |
$8.08K - $9.57K
|
12.6K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-100- 83.33% |
$7.48K - $8.86K
|
20
$1.72K
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-51- 1.52% |
$3.82K - $4.52K
|
3.31K
$284K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-44- 1.43% |
$3.29K - $3.9K
|
3.03K
$260K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 51.72% |
$2.24K - $2.66K
|
28
$2.4K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.06K- 99.98% |
$390K - $490K
|
1
$85.9
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-12.8K- 63.04% |
$707K - $838K
|
7.48K
$642K
|
|
Q3 2023 | |||||||
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.46K- 93.43% |
$355K - $387K
|
454
$39K
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.15K- 4.96% |
$118K - $129K
|
41.2K
$3.54M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-970- 38.55% |
$53.3K - $58.2K
|
1.55K
$133K
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-376- 75.2% |
$20.7K - $22.5K
|
124
$10.6K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-216- 94.74% |
$11.9K - $12.9K
|
12
$1.03K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.54K- 50.86% |
$400K - $427K
|
7.28K
$625K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-8.61K- 67.52% |
$448K - $490K
|
4.14K
$356K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 32.93% |
$56.5K - $59.9K
|
2.07K
$178K
|
|
Q3 2022 | |||||||
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-518- 5.82% |
$26.3K - $30K
|
8.38K
$720K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
SELL
|
- |
-4.51KClosed |
$228K - $277K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.41KClosed |
$172K - $209K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.54K- 19.48% |
$77.9K - $94.5K
|
6.37K
$547K
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-715Closed |
$36.2K - $43.9K
|
0
$0
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-659- 41.01% |
$33.3K - $40.4K
|
948
$81.4K
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-556- 36.27% |
$28.1K - $34.1K
|
977
$83.9K
|
|
Q1 2022 | |||||||
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.46KClosed |
$247K - $292K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-500Closed |
$27.7K - $32.8K
|
0
$0
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-192Closed |
$10.6K - $12.6K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-10Closed |
$554 - $655
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.75KClosed |
$105K - $115K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-10.2KClosed |
$599K - $648K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-3.83KClosed |
$226K - $245K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-264Closed |
$13.9K - $15.7K
|
0
$0
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-246- 43.23% |
$12.9K - $14.6K
|
323
$27.7K
|
|
Q1 2021 | |||||||
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$59.5K - $66.6K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 22, 2021
Q4 2020
|
Newfound Research LLC
|
SELL
|
- |
-14.7KClosed |
$704K - $778K
|
0
$0
|
|
Q3 2020 | |||||||
Oct 13, 2020
Q3 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.17KClosed |
$227K - $270K
|
0
$0
|