Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
646+ 3.33% |
$71.5K - $78.9K
|
20K
$2.36M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
627+ 4.37% |
$69.4K - $76.6K
|
15K
$1.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
616New |
$68.2K - $75.2K
|
616
$72.6K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
615+ 116.26% |
$68.1K - $75.1K
|
1.14K
$135K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
600New |
$66.4K - $73.3K
|
600
$70.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
587+ 3.49% |
$65K - $71.7K
|
17.4K
$2.05M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
586New |
$64.9K - $71.6K
|
586
$69K
|
|
|
Oct 07, 2025
Q3 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
571+ 10.09% |
$63.2K - $69.7K
|
6.23K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
570New |
$63.1K - $69.6K
|
570
$67.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
567+ 1.93% |
$62.8K - $69.2K
|
30K
$3.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
564New |
$62.5K - $68.9K
|
564
$66.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
551New |
$61K - $67.3K
|
551
$64.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
538New |
$59.6K - $65.7K
|
538
$63.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
538+ 8.51% |
$59.6K - $65.7K
|
6.86K
$808K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
527New |
$58.4K - $64.4K
|
527
$62.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
514+ 5.77% |
$56.9K - $62.8K
|
9.42K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
506+ 887.72% |
$56K - $61.8K
|
563
$66.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
504+ 4.41% |
$55.8K - $61.5K
|
11.9K
$1.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
471+ 9.18% |
$52.2K - $57.5K
|
5.6K
$660K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
466+ 11.53% |
$51.6K - $56.9K
|
4.51K
$531K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
461+ 0.93% |
$51.1K - $56.3K
|
50.2K
$5.92M
|
|
|
Nov 05, 2025
Q3 2025
|
Tag Stone Capital, Inc.
|
BUY
|
- |
439+ 20.51% |
$48.6K - $53.6K
|
2.58K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
429+ 1.9% |
$47.5K - $52.4K
|
23K
$2.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
415New |
$46K - $50.7K
|
415
$48.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
381+ 11.23% |
$42.2K - $46.5K
|
3.78K
$445K
|
|
|
Nov 13, 2025
Q3 2025
|
Vista Cima Wealth Management LLC
Surprise, AZ |
BUY
|
- |
373+ 1.76% |
$41.3K - $45.6K
|
21.6K
$2.54M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
372+ 1.48% |
$41.2K - $45.4K
|
25.4K
$3M
|
|
|
Oct 14, 2025
Q3 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
370New |
$41K - $45.2K
|
370
$43.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
368+ 5.78% |
$40.8K - $44.9K
|
6.74K
$794K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
363+ 12.67% |
$40.2K - $44.3K
|
3.23K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
347+ 5.85% |
$38.4K - $42.4K
|
6.28K
$740K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
338+ 95.48% |
$37.4K - $41.3K
|
692
$81.5K
|
|
|
Nov 05, 2025
Q3 2025
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
322+ 1.29% |
$35.7K - $39.3K
|
25.4K
$2.99M
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
312+ 1.09% |
$34.6K - $38.1K
|
28.9K
$3.4M
|
|
|
Dec 18, 2025
Q3 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
283+ 2.82% |
$31.3K - $34.6K
|
10.3K
$1.22M
|
|
|
Nov 07, 2025
Q3 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
278+ 11.78% |
$30.8K - $33.9K
|
2.64K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
274New |
$30.3K - $33.5K
|
274
$32.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
266+ 1.32% |
$29.5K - $32.5K
|
20.4K
$2.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
264+ 3.13% |
$29.2K - $32.2K
|
8.71K
$1.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
264+ 4.53% |
$29.2K - $32.2K
|
6.09K
$718K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
260New |
$28.8K - $31.8K
|
260
$30.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
255New |
$28.2K - $31.1K
|
255
$30K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
248+ 2.39% |
$27.5K - $30.3K
|
10.6K
$1.25M
|
|
|
Nov 05, 2025
Q3 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
235+ 1.53% |
$26K - $28.7K
|
15.6K
$1.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
225+ 5.99% |
$24.9K - $27.5K
|
3.98K
$469K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
224New |
$24.8K - $27.4K
|
224
$26.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
218+ 4.53% |
$24.1K - $26.6K
|
5.03K
$592K
|
|
|
Oct 08, 2025
Q3 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
215+ 2.25% |
$23.8K - $26.3K
|
9.77K
$1.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
205+ 1.71% |
$22.7K - $25K
|
12.2K
$1.43M
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200+ 90.5% |
$22.1K - $24.4K
|
421
$49.6K
|
|