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 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
312K+ 75657.28% |
$28M - $30.7M
|
312K
$31.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-511- 9.92% |
$46K - $50.4K
|
4.64K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.23KNew |
$560K - $614K
|
6.23K
$622K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
4.71K+ 27.67% |
$424K - $464K
|
21.7K
$2.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.93K+ 59.01% |
$533K - $585K
|
16K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-3.39K- 6.13% |
$305K - $334K
|
51.9K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-505- 1.28% |
$45.4K - $49.8K
|
38.8K
$3.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-333- 11.33% |
$30K - $32.8K
|
2.61K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-25.3K- 30.99% |
$2.28M - $2.5M
|
56.4K
$5.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
140K+ 277.32% |
$12.6M - $13.8M
|
191K
$19.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
936K+ 75.31% |
$84.2M - $92.3M
|
2.18M
$218M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-3.73K- 49.16% |
$336K - $368K
|
3.86K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-27.5K- 20.32% |
$2.47M - $2.71M
|
108K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-16.8K- 45.24% |
$1.51M - $1.66M
|
20.3K
$2.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
36.4KNew |
$3.28M - $3.59M
|
36.4K
$3.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
37KNew |
$3.33M - $3.65M
|
37K
$3.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.92K+ 106.53% |
$622K - $682K
|
13.4K
$1.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
112K+ 176.2% |
$10.1M - $11.1M
|
176K
$17.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
53KNew |
$4.77M - $5.22M
|
53K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5.86K+ 79.26% |
$527K - $578K
|
13.3K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.94KNew |
$534K - $585K
|
5.94K
$593K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.6K+ 146.96% |
$2.4M - $2.63M
|
44.7K
$4.47M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6.68KNew |
$601K - $658K
|
6.68K
$667K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
109New |
$9.81K - $10.7K
|
109
$10.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.63K+ 11.84% |
$147K - $161K
|
15.4K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
79.6K+ 549.87% |
$7.16M - $7.85M
|
94.1K
$9.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.33KNew |
$299K - $328K
|
3.33K
$332K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.22% |
$450 - $493
|
2.32K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-180- 7.66% |
$16.2K - $17.7K
|
2.17K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
967New |
$87K - $95.3K
|
967
$96.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-226K- 36.61% |
$20.3M - $22.3M
|
391K
$39.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
232+ 28.09% |
$20.9K - $22.9K
|
1.06K
$106K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
453New |
$40.8K - $44.7K
|
453
$45.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
115KNew |
$10.4M - $11.4M
|
115K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.46K+ 39.53% |
$581K - $636K
|
22.8K
$2.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
3.07K+ 39.0% |
$276K - $302K
|
10.9K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20- 4.06% |
$1.8K - $1.97K
|
473
$47.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-96- 3.86% |
$8.64K - $9.46K
|
2.39K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
27New |
$2.43K - $2.66K
|
27
$2.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.9K+ 188.1% |
$978K - $1.07M
|
16.7K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
226New |
$20.3K - $22.3K
|
226
$22.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
58+ 40.56% |
$5.22K - $5.72K
|
201
$20.1K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.46K+ 12.64% |
$581K - $637K
|
57.6K
$5.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
40.6KNew |
$3.65M - $4M
|
40.6K
$4.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.68KNew |
$511K - $560K
|
5.68K
$568K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26.6K+ 8094.51% |
$2.39M - $2.62M
|
26.9K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Tsa Wealth Managment LLC
Houston, TX |
BUY
|
- |
32.9KNew |
$2.96M - $3.24M
|
32.9K
$3.28M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
15.7KNew |
$1.41M - $1.54M
|
15.7K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
32.7KNew |
$2.94M - $3.23M
|
32.7K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
23.3K+ 6113.91% |
$2.1M - $2.3M
|
23.7K
$2.37M
|