Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
919+ 9.72% |
$73.1K - $84.2K
|
10.4K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
840+ 9.75% |
$66.8K - $77K
|
9.45K
$944K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
787New |
$62.6K - $72.1K
|
787
$78.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
787New |
$62.6K - $72.1K
|
787
$78.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
733+ 28.39% |
$58.3K - $67.2K
|
3.32K
$331K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
701New |
$55.8K - $64.2K
|
701
$70K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
700New |
$55.7K - $64.1K
|
700
$69.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
693+ 1.26% |
$55.1K - $63.5K
|
55.8K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
663+ 0.82% |
$52.8K - $60.8K
|
81.7K
$8.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
624+ 8.62% |
$49.7K - $57.2K
|
7.87K
$786K
|
|
|
Nov 08, 2024
Q3 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
617+ 26.56% |
$49.1K - $56.5K
|
2.94K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
613+ 5.02% |
$48.8K - $56.2K
|
12.8K
$1.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
565New |
$45K - $51.8K
|
565
$56.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
462+ 0.99% |
$36.8K - $42.3K
|
46.9K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
458+ 8.6% |
$36.4K - $42K
|
5.78K
$578K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
451+ 1.12% |
$35.9K - $41.3K
|
40.8K
$4.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
411+ 41100.0% |
$32.7K - $37.7K
|
412
$41.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
393New |
$31.3K - $36K
|
393
$39.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
379+ 2.79% |
$30.2K - $34.7K
|
13.9K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
354+ 5.39% |
$28.2K - $32.4K
|
6.93K
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
284+ 0.51% |
$22.6K - $26K
|
55.9K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
246+ 2.3% |
$19.6K - $22.5K
|
10.9K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
222New |
$17.7K - $20.3K
|
222
$22.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
220New |
$17.5K - $20.2K
|
220
$22K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
218New |
$17.3K - $20K
|
218
$21.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
216+ 44.17% |
$17.2K - $19.8K
|
705
$70.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
208+ 2.87% |
$16.6K - $19.1K
|
7.45K
$745K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
194+ 5.86% |
$15.4K - $17.8K
|
3.51K
$350K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
123+ 615.0% |
$9.79K - $11.3K
|
143
$14.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
122+ 1.92% |
$9.71K - $11.2K
|
6.49K
$649K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
119New |
$9.47K - $10.9K
|
119
$11.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
107New |
$8.52K - $9.81K
|
107
$10.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
103New |
$8.2K - $9.44K
|
103
$10.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
79+ 1.92% |
$6.29K - $7.24K
|
4.2K
$419K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$6.21K - $7.15K
|
78
$7.79K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
35+ 0.48% |
$2.79K - $3.21K
|
7.3K
$729K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
24+ 85.71% |
$1.91K - $2.2K
|
52
$5.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 2.07% |
$796 - $916
|
493
$49.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2+ 0.08% |
$159 - $183
|
2.51K
$251K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.09% |
$159 - $183
|
2.32K
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$79.6 - $91.6
|
5.6K
$560K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 1.82% |
$79.6 - $91.6
|
54
$5.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-10- 1.05% |
$796 - $916
|
938
$93.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-13- 4.22% |
$1.03K - $1.19K
|
295
$29.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-16- 0.34% |
$1.27K - $1.47K
|
4.75K
$474K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-19- 4.75% |
$1.51K - $1.74K
|
381
$38.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-34- 2.08% |
$2.71K - $3.12K
|
1.6K
$160K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39- 0.72% |
$3.1K - $3.57K
|
5.34K
$534K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-61- 13.99% |
$4.85K - $5.59K
|
375
$37.5K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-71- 31.0% |
$5.65K - $6.51K
|
158
$15.8K
|