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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-215K- 98.86% |
$17.1M - $19.7M
|
2.49K
$239K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-119K- 22.32% |
$9.5M - $10.9M
|
415K
$39.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-69.1K- 31.64% |
$5.5M - $6.33M
|
149K
$14.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-40.6K- 87.9% |
$3.23M - $3.72M
|
5.59K
$536K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.2K- 26.11% |
$2.01M - $2.31M
|
71.4K
$6.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-23.1K- 79.29% |
$1.84M - $2.12M
|
6.04K
$580K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-13.3K- 34.48% |
$1.06M - $1.22M
|
25.3K
$2.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.48K- 0.17% |
$755K - $869K
|
5.45M
$524M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.06K- 5.62% |
$641K - $738K
|
135K
$13M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-6.41K- 26.05% |
$510K - $587K
|
18.2K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-6.33K- 25.89% |
$504K - $580K
|
18.1K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-5.95K- 22.82% |
$474K - $545K
|
20.1K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.61K- 61.55% |
$366K - $422K
|
2.88K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.39K- 22.8% |
$270K - $310K
|
11.5K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.97K- 40.91% |
$236K - $272K
|
4.28K
$411K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.88K- 7.7% |
$229K - $264K
|
34.5K
$3.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 11.46% |
$168K - $193K
|
16.3K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.8K- 7.52% |
$143K - $165K
|
22.1K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.61K- 15.78% |
$128K - $148K
|
8.6K
$826K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.36K- 18.49% |
$108K - $124K
|
5.99K
$575K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.19K- 19.3% |
$94.9K - $109K
|
4.98K
$479K
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-596- 19.11% |
$47.4K - $54.6K
|
2.52K
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-585- 8.9% |
$46.6K - $53.6K
|
5.99K
$575K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-548- 0.98% |
$43.6K - $50.2K
|
55.3K
$5.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-533- 6.49% |
$42.4K - $48.8K
|
7.68K
$738K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-422- 0.64% |
$33.6K - $38.7K
|
65.8K
$6.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-138- 27.17% |
$11K - $12.6K
|
370
$35.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-19- 4.75% |
$1.51K - $1.74K
|
381
$36.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 4.22% |
$1.03K - $1.19K
|
295
$28.3K
|
|
| Q2 2024 | |||||||
|
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
$883K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.9K- 87.55% |
$1.34M - $1.59M
|
2.54K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-17.9K- 82.56% |
$1.34M - $1.58M
|
3.77K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10K- 15.3% |
$751K - $890K
|
55.6K
$5.34M
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.86K- 10.06% |
$139K - $165K
|
16.7K
$1.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-963- 7.71% |
$72K - $85.4K
|
11.5K
$1.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-724- 30.7% |
$54.2K - $64.2K
|
1.63K
$157K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-108- 0.85% |
$8.08K - $9.57K
|
12.6K
$1.21M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-100- 83.33% |
$7.48K - $8.86K
|
20
$1.92K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-51- 1.52% |
$3.82K - $4.52K
|
3.31K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 51.72% |
$2.24K - $2.66K
|
28
$2.69K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.06K- 99.98% |
$390K - $490K
|
1
$96
|
|
| Q3 2023 | |||||||
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.46K- 93.43% |
$355K - $387K
|
454
$43.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-2.15K- 4.96% |
$118K - $129K
|
41.2K
$3.96M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-970- 38.55% |
$53.3K - $58.2K
|
1.55K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-376- 75.2% |
$20.7K - $22.5K
|
124
$11.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-216- 94.74% |
$11.9K - $12.9K
|
12
$1.15K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.54K- 50.86% |
$400K - $427K
|
7.28K
$699K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-8.61K- 67.52% |
$448K - $490K
|
4.14K
$398K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.02K- 32.93% |
$52.7K - $59.9K
|
2.07K
$199K
|
|
| Q3 2022 | |||||||
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-518- 5.82% |
$25.9K - $30K
|
8.38K
$805K
|
|