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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
10.3KNew |
$926K - $1.01M
|
10.3K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.8K+ 216.41% |
$1.42M - $1.56M
|
23.1K
$2.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16.1K+ 28.85% |
$1.45M - $1.59M
|
71.9K
$7.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
3.16KNew |
$284K - $311K
|
3.16K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
280+ 8.45% |
$25.2K - $27.6K
|
3.59K
$359K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
153KNew |
$13.8M - $15.1M
|
153K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
5.37KNew |
$483K - $529K
|
5.37K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.86K+ 80.0% |
$438K - $479K
|
10.9K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.57K+ 4.22% |
$142K - $155K
|
38.8K
$3.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
22.9KNew |
$2.06M - $2.26M
|
22.9K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
15.8KNew |
$1.42M - $1.56M
|
15.8K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8.28K+ 308.46% |
$745K - $816K
|
11K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
52.6KNew |
$4.73M - $5.19M
|
52.6K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.45K+ 58.01% |
$850K - $932K
|
25.7K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.78KNew |
$610K - $669K
|
6.78K
$678K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
5.8K+ 828.57% |
$522K - $572K
|
6.5K
$649K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
5.11KNew |
$460K - $504K
|
5.11K
$511K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
13.4KNew |
$1.2M - $1.32M
|
13.4K
$1.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
949+ 6.81% |
$85.4K - $93.6K
|
14.9K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
9.64KNew |
$867K - $950K
|
9.64K
$963K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.62K+ 5.87% |
$146K - $160K
|
29.3K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
83.4KNew |
$7.5M - $8.22M
|
83.4K
$8.33M
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
4.18KNew |
$376K - $412K
|
4.18K
$417K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16.7K- 72.12% |
$1.5M - $1.65M
|
6.46K
$645K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
2.32KNew |
$209K - $229K
|
2.32K
$232K
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
3.14KNew |
$282K - $309K
|
3.14K
$313K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
210+ 95.45% |
$18.9K - $20.7K
|
430
$43K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 110.93% |
$2.08M - $2.28M
|
44K
$4.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.3KNew |
$1.56M - $1.71M
|
17.3K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
107KNew |
$9.66M - $10.6M
|
107K
$10.7M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-3.76K- 28.51% |
$338K - $371K
|
9.43K
$942K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
14.1KNew |
$1.27M - $1.39M
|
14.1K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
19.1KNew |
$1.72M - $1.88M
|
19.1K
$1.91M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
8.87KNew |
$798K - $874K
|
8.87K
$886K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
10.8K+ 4.42% |
$973K - $1.07M
|
256K
$25.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.37K- 30.79% |
$213K - $233K
|
5.32K
$531K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.42K+ 5.87% |
$308K - $337K
|
61.7K
$6.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
4.21KNew |
$378K - $415K
|
4.21K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
795+ 34.39% |
$71.5K - $78.4K
|
3.11K
$310K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2KNew |
$558K - $611K
|
6.2K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
766+ 7.38% |
$68.9K - $75.5K
|
11.1K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.94KNew |
$265K - $290K
|
2.94K
$294K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-5.13K- 97.23% |
$461K - $505K
|
146
$14.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
12.6KNew |
$1.13M - $1.24M
|
12.6K
$1.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
50.9K+ 200.97% |
$4.58M - $5.02M
|
76.3K
$7.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
22K+ 76.96% |
$1.98M - $2.17M
|
50.6K
$5.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.55K+ 100.13% |
$859K - $941K
|
19.1K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
18KNew |
$1.62M - $1.78M
|
18K
$1.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
21.8KNew |
$1.96M - $2.15M
|
21.8K
$2.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.2% |
$450 - $493
|
2.51K
$251K
|