Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
309+ 17.99% |
$25.4K - $34.8K
|
2.03K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
303+ 9.86% |
$24.9K - $34.1K
|
3.38K
$398K
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
280New |
$23K - $31.5K
|
280
$33K
|
|
|
Jul 29, 2025
Q2 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
274+ 342.5% |
$22.6K - $30.8K
|
354
$41.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
235New |
$19.3K - $26.4K
|
235
$27.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
214+ 237.78% |
$17.6K - $24.1K
|
304
$35.8K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
209+ 0.84% |
$17.2K - $23.5K
|
25.1K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
200New |
$16.5K - $22.5K
|
200
$23.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
194New |
$16K - $21.8K
|
194
$22.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
189+ 61.56% |
$15.6K - $21.3K
|
496
$58.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
184+ 2.41% |
$15.1K - $20.7K
|
7.81K
$920K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
183+ 0.29% |
$15.1K - $20.6K
|
62.3K
$7.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
175New |
$14.4K - $19.7K
|
175
$20.6K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
170+ 0.94% |
$14K - $19.1K
|
18.2K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
169+ 1.05% |
$13.9K - $19K
|
16.3K
$1.92M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
168+ 316.98% |
$13.8K - $18.9K
|
221
$26K
|
|
|
Aug 14, 2025
Q2 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
150+ 6.26% |
$12.3K - $16.9K
|
2.55K
$300K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
145+ 1.46% |
$11.9K - $16.3K
|
10K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
140New |
$11.5K - $15.7K
|
140
$16.5K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
137+ 3.51% |
$11.3K - $15.4K
|
4.04K
$476K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
135+ 3.93% |
$11.1K - $15.2K
|
3.57K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
132+ 3.64% |
$10.9K - $14.8K
|
3.76K
$443K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
132+ 99.25% |
$10.9K - $14.8K
|
265
$31.2K
|
|
|
Jul 24, 2025
Q2 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
132+ 0.59% |
$10.9K - $14.8K
|
22.6K
$2.66M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
128+ 6.15% |
$10.5K - $14.4K
|
2.21K
$260K
|
|
|
Aug 15, 2025
Q2 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
127+ 3.18% |
$10.5K - $14.3K
|
4.13K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
122+ 5.02% |
$10K - $13.7K
|
2.55K
$301K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
121+ 3.78% |
$9.96K - $13.6K
|
3.32K
$391K
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
116+ 1.23% |
$9.55K - $13K
|
9.56K
$1.13M
|
|
|
Jul 22, 2025
Q2 2025
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
109+ 1.85% |
$8.97K - $12.3K
|
6.02K
$709K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
109+ 9.14% |
$8.97K - $12.3K
|
1.3K
$153K
|
|
|
Oct 30, 2025
Q2 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
107+ 2.1% |
$8.81K - $12K
|
5.19K
$612K
|
|
|
Aug 05, 2025
Q2 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
100+ 33.33% |
$8.23K - $11.2K
|
400
$47.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
94+ 0.52% |
$7.74K - $10.6K
|
18.2K
$2.14M
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
94+ 0.66% |
$7.74K - $10.6K
|
14.3K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
89+ 2.06% |
$7.33K - $10K
|
4.41K
$519K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
85+ 0.75% |
$7K - $9.56K
|
11.4K
$1.35M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
82+ 3.76% |
$6.75K - $9.22K
|
2.26K
$267K
|
|
|
Jul 21, 2025
Q2 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
81+ 0.28% |
$6.67K - $9.11K
|
29.4K
$3.46M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
79+ 3.41% |
$6.5K - $8.89K
|
2.4K
$283K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
73+ 1.65% |
$6.01K - $8.21K
|
4.49K
$529K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
70+ 1.04% |
$5.76K - $7.87K
|
6.82K
$804K
|
|
|
Jul 28, 2025
Q2 2025
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
57+ 0.99% |
$4.69K - $6.41K
|
5.83K
$687K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
53New |
$4.36K - $5.96K
|
53
$6.24K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
53+ 1.33% |
$4.36K - $5.96K
|
4.03K
$475K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
52+ 179.31% |
$4.28K - $5.85K
|
81
$9.54K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
48New |
$3.95K - $5.4K
|
48
$5.66K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
47+ 1.19% |
$3.87K - $5.29K
|
4K
$471K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
35+ 62.5% |
$2.88K - $3.94K
|
91
$10.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
24New |
$1.98K - $2.7K
|
24
$2.83K
|
|