Latest Institutional Purchases of Invesco ETF Tr Ii S&P 500 Mome (SPMO)
This list provides information on the latest institutional transactions involving Invesco ETF Tr Ii S&P 500 Mome (SPMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
45.3KNew |
$2.92M - $3.67M
|
45.3K
$4.57M
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
31.7KNew |
$2.04M - $2.56M
|
31.7K
$3.2M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
19.7KNew |
$1.27M - $1.59M
|
19.7K
$1.99M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
4.56KNew |
$293K - $368K
|
4.56K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
3.88KNew |
$249K - $313K
|
3.88K
$391K
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
BUY
|
- |
3.46KNew |
$222K - $279K
|
3.46K
$348K
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
2.94KNew |
$189K - $237K
|
2.94K
$296K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
2.77KNew |
$178K - $224K
|
2.77K
$279K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
620New |
$39.9K - $50.1K
|
620
$62.5K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
253New |
$16.3K - $20.4K
|
253
$25.5K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
96New |
$6.18K - $7.76K
|
96
$9.67K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
10New |
$554 - $656
|
10
$1.01K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
132KNew |
$7.26M - $7.92M
|
132K
$13.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
397New |
$21.8K - $23.8K
|
397
$40K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.4K+ 3.74% |
$180K - $192K
|
94.2K
$9.49M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
267New |
$14.2K - $15.1K
|
267
$26.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$53 - $56.7
|
7.33K
$738K
|
|
| Q1 2023 | |||||||
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
74.7KNew |
$3.88M - $4.25M
|
74.7K
$7.52M
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
40.3KNew |
$2.09M - $2.38M
|
40.3K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.6KNew |
$1.48M - $1.69M
|
28.6K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.82KNew |
$198K - $225K
|
3.82K
$385K
|
|
|
Jan 27, 2023
Q4 2022
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
2.29K+ 26.14% |
$118K - $135K
|
11K
$1.11M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
115New |
$5.96K - $6.78K
|
115
$11.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5New |
$259 - $295
|
5
$504
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
38New |
$1.9K - $2.2K
|
38
$3.83K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
15.6KNew |
$787K - $954K
|
15.6K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.73KNew |
$188K - $229K
|
3.73K
$375K
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
37New |
$2.18K - $2.36K
|
37
$3.73K
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
465New |
$22.2K - $24.6K
|
465
$46.8K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
61New |
$2.41K - $2.57K
|
61
$6.15K
|
|
| Q3 2019 | |||||||
|
Oct 04, 2019
Q3 2019
|
Sound Income Strategies, LLC
|
BUY
|
- |
27New |
$1.06K - $1.13K
|
27
$2.72K
|
|