Purchases and Sales Made in Q1 2025 in Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information about the institutional ownership of Invesco ETF Tr Ii S&P 500 Mome (SPMO) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO ETF TR II S&P 500 MOME.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
203+ 0.52% |
$18.6K - $21K
|
39K
$4.32M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 273.97% |
$18.4K - $20.7K
|
273
$30.2K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
200New |
$18.4K - $20.7K
|
200
$22.1K
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
159+ 0.29% |
$14.6K - $16.4K
|
54.5K
$6.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
154+ 41.18% |
$14.1K - $15.9K
|
528
$58.5K
|
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
148+ 6.82% |
$13.6K - $15.3K
|
2.32K
$257K
|
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
143+ 1.07% |
$13.1K - $14.8K
|
13.5K
$1.49M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
140New |
$12.8K - $14.5K
|
140
$15.5K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
137+ 3.59% |
$12.6K - $14.1K
|
3.95K
$438K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
124New |
$11.4K - $12.8K
|
124
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
117New |
$10.7K - $12.1K
|
117
$13K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
115+ 2.26% |
$10.6K - $11.9K
|
5.19K
$575K
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
111+ 2.28% |
$10.2K - $11.5K
|
4.98K
$552K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
104+ 51.23% |
$9.54K - $10.7K
|
307
$34K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
99+ 2.35% |
$9.08K - $10.2K
|
4.31K
$478K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
97New |
$8.9K - $10K
|
97
$10.7K
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
93New |
$8.53K - $9.6K
|
93
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
93New |
$8.53K - $9.6K
|
93
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
90New |
$8.26K - $9.29K
|
90
$9.97K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
86New |
$7.89K - $8.88K
|
86
$9.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
79+ 0.98% |
$7.25K - $8.16K
|
8.12K
$899K
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 2.68% |
$5.6K - $6.3K
|
2.34K
$259K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50+ 100.0% |
$4.59K - $5.16K
|
100
$11.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
41New |
$3.76K - $4.23K
|
41
$4.54K
|
|
|
May 07, 2025
Q1 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
28+ 0.13% |
$2.57K - $2.89K
|
20.9K
$2.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20+ 0.12% |
$1.84K - $2.07K
|
17.3K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17+ 0.09% |
$1.56K - $1.76K
|
18K
$1.99M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
14+ 33.33% |
$1.28K - $1.45K
|
56
$6.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
6New |
$551 - $620
|
6
$664
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.2% |
$459 - $516
|
2.52K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
5+ 0.19% |
$459 - $516
|
2.6K
$288K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4+ 0.01% |
$367 - $413
|
52.9K
$5.86M
|
|
|
May 15, 2025
Q1 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
4+ 0.17% |
$367 - $413
|
2.33K
$258K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$275 - $310
|
3
$332
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.15% |
$184 - $207
|
1.3K
$144K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1- 0.03% |
$91.8 - $103
|
3.4K
$377K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 9.38% |
$275 - $310
|
29
$3.21K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-14- 70.0% |
$1.28K - $1.45K
|
6
$664
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-19- 1.09% |
$1.74K - $1.96K
|
1.72K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-22- 13.66% |
$2.02K - $2.27K
|
139
$15.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
SELL
|
- |
-26- 0.23% |
$2.39K - $2.68K
|
11.1K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-33- 0.49% |
$3.03K - $3.41K
|
6.75K
$748K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-38- 0.47% |
$3.49K - $3.92K
|
7.99K
$884K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-44- 1.98% |
$4.04K - $4.54K
|
2.18K
$241K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-50- 50.0% |
$4.59K - $5.16K
|
50
$5.54K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-58- 1.78% |
$5.32K - $5.99K
|
3.19K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-79- 1.32% |
$7.25K - $8.16K
|
5.91K
$654K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-85Closed |
$7.8K - $8.78K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-93- 3.29% |
$8.53K - $9.6K
|
2.73K
$303K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-100- 65.36% |
$9.18K - $10.3K
|
53
$5.87K
|