Purchases and Sales Made in Q2 2024 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 Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10+ 22.22% |
$748 - $886
|
55
$5.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
5+ 0.11% |
$374 - $443
|
4.76K
$476K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.09% |
$150 - $177
|
2.32K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.08% |
$150 - $177
|
2.51K
$250K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.56% |
$74.8 - $88.6
|
178
$17.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-30- 51.72% |
$2.24K - $2.66K
|
28
$2.8K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-44- 1.43% |
$3.29K - $3.9K
|
3.03K
$303K
|
|
|
Jul 15, 2024
Q2 2024
|
Trinity Wealth Management, LLC
|
SELL
|
- |
-51- 1.52% |
$3.82K - $4.52K
|
3.31K
$331K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-100- 83.33% |
$7.48K - $8.86K
|
20
$2K
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-108- 0.85% |
$8.08K - $9.57K
|
12.6K
$1.26M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-292- 3.87% |
$21.8K - $25.9K
|
7.25K
$724K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-311- 76.23% |
$23.3K - $27.6K
|
97
$9.69K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-357- 3.38% |
$26.7K - $31.6K
|
10.2K
$1.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-654- 1.39% |
$48.9K - $58K
|
46.4K
$4.64M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-724- 30.7% |
$54.2K - $64.2K
|
1.63K
$163K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-741- 59.33% |
$55.4K - $65.7K
|
508
$50.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-963- 7.71% |
$72K - $85.4K
|
11.5K
$1.15M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.16K- 15.05% |
$87.1K - $103K
|
6.57K
$657K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.86K- 10.06% |
$139K - $165K
|
16.7K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.98K- 11.78% |
$148K - $176K
|
14.9K
$1.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-10K- 15.3% |
$751K - $890K
|
55.6K
$5.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-17.9K- 82.56% |
$1.34M - $1.58M
|
3.77K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.9K- 87.55% |
$1.34M - $1.59M
|
2.54K
$254K
|
|
|
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
$918K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-21.3K- 68.57% |
$1.59M - $1.89M
|
9.76K
$976K
|
|
|
Aug 05, 2024
Q2 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-27.8K- 48.83% |
$2.08M - $2.47M
|
29.2K
$2.91M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-56.3K- 9.52% |
$4.21M - $4.99M
|
535K
$53.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-440K- 94.84% |
$32.9M - $39M
|
23.9K
$2.39M
|