Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.38K+ 22.65% |
$214K - $235K
|
12.9K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.32KNew |
$209K - $229K
|
2.32K
$214K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.28KNew |
$205K - $224K
|
2.28K
$210K
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
BUY
|
- |
2.22KNew |
$200K - $219K
|
2.22K
$205K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.22KNew |
$199K - $218K
|
2.22K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.16KNew |
$194K - $213K
|
2.16K
$199K
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
2.14KNew |
$192K - $211K
|
2.14K
$197K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.13KNew |
$192K - $210K
|
2.13K
$197K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.86K+ 18.6% |
$167K - $183K
|
11.9K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.79K+ 31.42% |
$161K - $177K
|
7.5K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.76K+ 53.18% |
$159K - $174K
|
5.08K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1.75KNew |
$157K - $173K
|
1.75K
$161K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.74KNew |
$156K - $171K
|
1.74K
$160K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
1.68K+ 7.41% |
$151K - $166K
|
24.3K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.63K+ 11.84% |
$147K - $161K
|
15.4K
$1.42M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.62K+ 5.87% |
$146K - $160K
|
29.3K
$2.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.57K+ 4.22% |
$142K - $155K
|
38.8K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.56KNew |
$140K - $153K
|
1.56K
$143K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.44K+ 24.08% |
$130K - $142K
|
7.43K
$685K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.36K+ 2.97% |
$122K - $134K
|
47.2K
$4.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 77.63% |
$112K - $122K
|
2.84K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.23K+ 2.61% |
$110K - $121K
|
48.1K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.06K+ 1.98% |
$95.5K - $105K
|
54.6K
$5.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
967New |
$87K - $95.3K
|
967
$89.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
949+ 6.81% |
$85.4K - $93.6K
|
14.9K
$1.37M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
937New |
$84.3K - $92.4K
|
937
$86.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
906+ 10.79% |
$81.5K - $89.3K
|
9.3K
$857K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
795+ 34.39% |
$71.5K - $78.4K
|
3.11K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
766+ 7.38% |
$68.9K - $75.5K
|
11.1K
$1.03M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
754New |
$67.8K - $74.3K
|
754
$69.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
743+ 2.54% |
$66.8K - $73.3K
|
30K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
723+ 607.56% |
$65K - $71.3K
|
842
$77.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
718New |
$64.6K - $70.8K
|
718
$66.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
601+ 85.73% |
$54.1K - $59.3K
|
1.3K
$120K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
453New |
$40.8K - $44.7K
|
453
$41.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
442New |
$39.8K - $43.6K
|
442
$40.7K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
384+ 1.04% |
$34.5K - $37.9K
|
37.2K
$3.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
328+ 1.16% |
$29.5K - $32.3K
|
28.6K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
280+ 8.45% |
$25.2K - $27.6K
|
3.59K
$331K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
280+ 8.66% |
$25.2K - $27.6K
|
3.51K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
261+ 1.51% |
$23.5K - $25.7K
|
17.5K
$1.61M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
243+ 2.89% |
$21.9K - $24K
|
8.66K
$798K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
232+ 28.09% |
$20.9K - $22.9K
|
1.06K
$97.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226New |
$20.3K - $22.3K
|
226
$20.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
210+ 95.45% |
$18.9K - $20.7K
|
430
$39.6K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
204+ 1.86% |
$18.4K - $20.1K
|
11.1K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
200New |
$18K - $19.7K
|
200
$18.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
194New |
$17.5K - $19.1K
|
194
$17.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
175New |
$15.7K - $17.3K
|
175
$16.1K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
161New |
$14.5K - $15.9K
|
161
$14.8K
|