Latest Institutional Transactions on Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This table provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Mome (SPMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.75KNew |
$607K - $666K
|
6.75K
$795K
|
|
|
Feb 13, 2025
Q4 2024
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
38.6KNew |
$3.47M - $3.81M
|
38.6K
$4.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
723+ 607.56% |
$65K - $71.3K
|
842
$99.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.39K- 6.13% |
$305K - $334K
|
51.9K
$6.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.63K+ 11.84% |
$147K - $161K
|
15.4K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$299K - $328K
|
3.33K
$392K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
453New |
$40.8K - $44.7K
|
453
$53.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$2.43K - $2.66K
|
27
$3.18K
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
8.18KNew |
$736K - $806K
|
8.18K
$964K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.38KNew |
$394K - $431K
|
4.38K
$516K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$5.85K - $6.41K
|
65
$7.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.56KNew |
$140K - $153K
|
1.56K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
2.61K+ 18.99% |
$235K - $257K
|
16.3K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
68New |
$6.12K - $6.7K
|
68
$8.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.7K- 72.12% |
$1.5M - $1.65M
|
6.46K
$761K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5.13K- 97.23% |
$461K - $505K
|
146
$17.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
25KNew |
$1.99M - $2.29M
|
25K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
PUT |
14.1KNew |
$1.12M - $1.29M
|
14.1K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.65K+ 52.39% |
$131K - $151K
|
4.79K
$564K
|
|
|
Nov 14, 2024
Q3 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
4KNew |
$318K - $367K
|
4K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
2.81KNew |
$224K - $258K
|
2.81K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
37.7KNew |
$3M - $3.45M
|
37.7K
$4.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.2K+ 17.98% |
$1.29M - $1.48M
|
106K
$12.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
78New |
$6.21K - $7.15K
|
78
$9.19K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.18K+ 23.79% |
$174K - $200K
|
11.4K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-4.61K- 61.55% |
$366K - $422K
|
2.88K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
565New |
$45K - $51.8K
|
565
$66.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
2.25KNew |
$179K - $206K
|
2.25K
$265K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-40.6K- 87.9% |
$3.23M - $3.72M
|
5.59K
$658K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1+ 0.02% |
$79.6 - $91.6
|
5.6K
$660K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
107New |
$8.52K - $9.81K
|
107
$12.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.1K+ 497.49% |
$3.74M - $4.31M
|
56.5K
$6.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-25.2K- 26.11% |
$2.01M - $2.31M
|
71.4K
$8.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
24.7KNew |
$1.97M - $2.26M
|
24.7K
$2.91M
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.71KNew |
$203K - $240K
|
2.71K
$320K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-1.86K- 10.06% |
$139K - $165K
|
16.7K
$1.96M
|
|
|
Aug 14, 2024
Q2 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
701+ 22.65% |
$52.4K - $62.1K
|
3.8K
$447K
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.66KNew |
$199K - $236K
|
2.66K
$314K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-100- 83.33% |
$7.48K - $8.86K
|
20
$2.36K
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.4KNew |
$1M - $1.19M
|
13.4K
$1.58M
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
105New |
$7.86K - $9.31K
|
105
$12.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.9K- 87.55% |
$1.34M - $1.59M
|
2.54K
$300K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.15KNew |
$460K - $545K
|
6.15K
$724K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
430New |
$32.2K - $38.1K
|
430
$50.7K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-300- 73.53% |
$19.3K - $24.2K
|
108
$12.7K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
19.7KNew |
$1.27M - $1.59M
|
19.7K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
96New |
$6.18K - $7.76K
|
96
$11.3K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.8K+ 1436.82% |
$3.01M - $3.78M
|
50K
$5.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
70.8K+ 780.92% |
$4.56M - $5.73M
|
79.9K
$9.42M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.88KNew |
$249K - $313K
|
3.88K
$457K
|
|