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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
153New |
$13.8K - $15.1K
|
153
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
134+ 1.42% |
$12.1K - $13.2K
|
9.59K
$884K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
110+ 61.8% |
$9.9K - $10.8K
|
288
$26.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
109New |
$9.81K - $10.7K
|
109
$10K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
80New |
$7.2K - $7.89K
|
80
$7.38K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
68New |
$6.12K - $6.7K
|
68
$6.27K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$5.85K - $6.41K
|
65
$5.99K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
58+ 40.56% |
$5.22K - $5.72K
|
201
$18.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
58+ 46.77% |
$5.22K - $5.72K
|
182
$16.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
50New |
$4.5K - $4.93K
|
50
$4.61K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
36New |
$3.24K - $3.55K
|
36
$3.32K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
33+ 8.8% |
$2.97K - $3.25K
|
408
$37.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$2.43K - $2.66K
|
27
$2.49K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 40.38% |
$1.89K - $2.07K
|
73
$6.73K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
20New |
$1.8K - $1.97K
|
20
$1.84K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
19New |
$1.71K - $1.87K
|
19
$1.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
19+ 0.13% |
$1.71K - $1.87K
|
15K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
16+ 2.03% |
$1.44K - $1.58K
|
803
$74K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
16+ 2.03% |
$1.44K - $1.58K
|
803
$74K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
8+ 3.67% |
$720 - $789
|
226
$20.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.2% |
$450 - $493
|
2.51K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.22% |
$450 - $493
|
2.32K
$214K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-12- 22.22% |
$1.08K - $1.18K
|
42
$3.87K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 4.06% |
$1.8K - $1.97K
|
473
$43.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-50- 1.98% |
$4.5K - $4.93K
|
2.47K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-71- 68.93% |
$6.39K - $7K
|
32
$2.95K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-92- 31.19% |
$8.28K - $9.07K
|
203
$18.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-96- 3.86% |
$8.64K - $9.46K
|
2.39K
$220K
|
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 3.13% |
$9K - $9.86K
|
3.1K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-139- 2.93% |
$12.5K - $13.7K
|
4.61K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-177- 3.31% |
$15.9K - $17.5K
|
5.17K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-180- 7.66% |
$16.2K - $17.7K
|
2.17K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-195- 2.46% |
$17.5K - $19.2K
|
7.73K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-312- 32.98% |
$28.1K - $30.8K
|
634
$58.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-331- 46.95% |
$29.8K - $32.6K
|
374
$34.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-333- 11.33% |
$30K - $32.8K
|
2.61K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-371- 4.2% |
$33.4K - $36.6K
|
8.47K
$781K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-417- 6.49% |
$37.5K - $41.1K
|
6.01K
$554K
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-505- 1.28% |
$45.4K - $49.8K
|
38.8K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-511- 9.92% |
$46K - $50.4K
|
4.64K
$428K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-588- 12.51% |
$52.9K - $58K
|
4.11K
$379K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-657- 18.74% |
$59.1K - $64.8K
|
2.85K
$263K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-663- 3.0% |
$59.7K - $65.4K
|
21.5K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-780- 83.16% |
$70.2K - $76.9K
|
158
$14.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-811- 24.03% |
$73K - $80K
|
2.56K
$236K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-954- 12.8% |
$85.8K - $94.1K
|
6.5K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-1.09K- 27.77% |
$98.1K - $107K
|
2.84K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.44K- 78.01% |
$129K - $142K
|
405
$37.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.5K- 9.62% |
$135K - $148K
|
14.1K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.57K- 20.4% |
$141K - $154K
|
6.11K
$563K
|