Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.1K+ 93.29% |
$853K - $913K
|
33.4K
$3.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
13.7K+ 2.44% |
$724K - $775K
|
574K
$57.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.7KNew |
$302K - $323K
|
5.7K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.7KNew |
$302K - $323K
|
5.7K
$569K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 39.6% |
$242K - $259K
|
16.1K
$1.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.71KNew |
$197K - $210K
|
3.71K
$370K
|
|
|
Jul 14, 2023
Q2 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
3.66KNew |
$194K - $208K
|
3.66K
$366K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.4K+ 3.74% |
$180K - $192K
|
94.2K
$9.42M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.19K+ 34.85% |
$169K - $181K
|
12.4K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.14K+ 16.35% |
$60.4K - $64.6K
|
8.11K
$810K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
932+ 3.68% |
$49.4K - $52.8K
|
26.3K
$2.62M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
880+ 2.98% |
$46.7K - $49.9K
|
30.4K
$3.04M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
797+ 14.11% |
$42.3K - $45.2K
|
6.45K
$644K
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
583+ 14.08% |
$30.9K - $33.1K
|
4.72K
$472K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
496+ 0.4% |
$26.3K - $28.1K
|
124K
$12.4M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
267New |
$14.2K - $15.1K
|
267
$26.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
69+ 1.06% |
$3.66K - $3.91K
|
6.59K
$659K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$53 - $56.7
|
1
$99.9
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.57% |
$53 - $56.7
|
176
$17.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$53 - $56.7
|
7.33K
$732K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-31- 0.39% |
$1.64K - $1.76K
|
7.84K
$783K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-38- 1.62% |
$2.01K - $2.15K
|
2.31K
$231K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-111- 0.56% |
$5.89K - $6.29K
|
19.8K
$1.98M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-255- 3.22% |
$13.5K - $14.5K
|
7.66K
$766K
|
|
|
Aug 10, 2023
Q2 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-284- 10.14% |
$15.1K - $16.1K
|
2.52K
$251K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-517- 4.63% |
$27.4K - $29.3K
|
10.7K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-526- 98.13% |
$27.9K - $29.8K
|
10
$999
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-563- 4.86% |
$29.9K - $31.9K
|
11K
$1.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-850- 12.58% |
$45.1K - $48.2K
|
5.91K
$590K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-917- 14.51% |
$48.6K - $52K
|
5.4K
$540K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-1.63K- 11.2% |
$86.3K - $92.3K
|
12.9K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.98K- 19.31% |
$105K - $112K
|
8.29K
$828K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.05K- 66.09% |
$108K - $116K
|
1.05K
$105K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.45K- 21.68% |
$130K - $139K
|
8.85K
$884K
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-3.35K- 7.17% |
$178K - $190K
|
43.4K
$4.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.28K- 95.62% |
$280K - $299K
|
242
$24.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-5.44K- 44.03% |
$288K - $308K
|
6.92K
$691K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.41K- 73.32% |
$393K - $420K
|
2.7K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-7.54K- 50.86% |
$400K - $427K
|
7.28K
$728K
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-12.7K- 21.84% |
$673K - $720K
|
45.4K
$4.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-15.4K- 10.01% |
$818K - $875K
|
139K
$13.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.9K- 19.04% |
$1.43M - $1.53M
|
115K
$11.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-29K- 6.34% |
$1.54M - $1.64M
|
428K
$42.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-39.9K- 68.21% |
$2.11M - $2.26M
|
18.6K
$1.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-56.7K- 24.6% |
$3M - $3.21M
|
174K
$17.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-88.9K- 68.19% |
$4.71M - $5.04M
|
41.4K
$4.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-90.7K- 79.09% |
$4.81M - $5.14M
|
24K
$2.4M
|