Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
56.9K+ 20.24% |
$6.3M - $6.94M
|
338K
$39.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
53.6KNew |
$5.93M - $6.54M
|
53.6K
$6.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
51.7K+ 10.17% |
$5.73M - $6.32M
|
560K
$66M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
51.7K+ 6.44% |
$5.72M - $6.31M
|
855K
$101M
|
|
|
Oct 07, 2025
Q3 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
47KNew |
$5.2M - $5.74M
|
47K
$5.54M
|
|
|
Oct 23, 2025
Q3 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
46.2KNew |
$5.11M - $5.64M
|
46.2K
$5.44M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
45.8K+ 16.7% |
$5.07M - $5.59M
|
320K
$37.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.6K+ 106.25% |
$4.6M - $5.08M
|
80.7K
$9.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
41.2KNew |
$4.57M - $5.04M
|
41.2K
$4.86M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
39.5K+ 112.04% |
$4.38M - $4.83M
|
74.8K
$8.81M
|
|
|
Nov 06, 2025
Q3 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
39K+ 47.71% |
$4.32M - $4.77M
|
121K
$14.2M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
38.2K+ 51.14% |
$4.23M - $4.66M
|
113K
$13.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
36.1K+ 99.92% |
$4M - $4.41M
|
72.2K
$8.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
35.3KNew |
$3.9M - $4.31M
|
35.3K
$4.15M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.1K+ 1583.63% |
$3.89M - $4.29M
|
37.3K
$4.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
34.5K+ 30.4% |
$3.82M - $4.22M
|
148K
$17.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
34.5KNew |
$3.82M - $4.21M
|
34.5K
$4.06M
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
34K+ 116.58% |
$3.76M - $4.15M
|
63.1K
$7.44M
|
|
|
Nov 04, 2025
Q3 2025
|
Payne Capital LLC
Lake Oswego, OR |
BUY
|
- |
32.8KNew |
$3.63M - $4.01M
|
32.8K
$3.86M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
32.7K+ 253.46% |
$3.62M - $4M
|
45.6K
$5.38M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.6K+ 199.77% |
$3.61M - $3.98M
|
49K
$5.77M
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
31.7K+ 42.38% |
$3.51M - $3.87M
|
106K
$12.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
31.6K+ 991.06% |
$3.5M - $3.86M
|
34.8K
$4.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
31.1KNew |
$3.44M - $3.79M
|
31.1K
$3.66M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29.8K+ 64.4% |
$3.3M - $3.64M
|
76.1K
$8.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29K+ 627.43% |
$3.21M - $3.54M
|
33.6K
$3.96M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
28.5KNew |
$3.15M - $3.48M
|
28.5K
$3.35M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
BUY
|
- |
28.2K+ 217.94% |
$3.12M - $3.44M
|
41.1K
$4.84M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.7K+ 13.41% |
$3.06M - $3.38M
|
234K
$27.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
26.8K+ 208.17% |
$2.97M - $3.28M
|
39.7K
$4.68M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.4K+ 129.71% |
$2.93M - $3.23M
|
46.8K
$5.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
26.2KNew |
$2.9M - $3.19M
|
26.2K
$3.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.8K+ 39.42% |
$2.86M - $3.15M
|
91.3K
$10.8M
|
|
|
Nov 05, 2025
Q3 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
25.2KNew |
$2.79M - $3.08M
|
25.2K
$2.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
23.9KNew |
$2.65M - $2.92M
|
23.9K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23.6K+ 75.51% |
$2.62M - $2.89M
|
54.9K
$6.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 27.85% |
$2.56M - $2.83M
|
106K
$12.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.5K+ 563.78% |
$2.49M - $2.75M
|
26.5K
$3.12M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.2KNew |
$2.46M - $2.71M
|
22.2K
$2.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21.3K+ 43.75% |
$2.36M - $2.61M
|
70.1K
$8.26M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.2K+ 1117.14% |
$2.35M - $2.59M
|
23.2K
$2.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Manchester Financial Inc
|
BUY
|
- |
20.8K+ 28.76% |
$2.31M - $2.55M
|
93.3K
$11M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
20.6K+ 13.9% |
$2.28M - $2.52M
|
169K
$19.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
20.6KNew |
$2.28M - $2.52M
|
20.6K
$2.43M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.3K+ 2.99% |
$2.25M - $2.48M
|
700K
$82.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
18.2K+ 46.22% |
$2.02M - $2.22M
|
57.6K
$6.78M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
18KNew |
$1.99M - $2.19M
|
18K
$2.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
17.3K+ 25.66% |
$1.92M - $2.11M
|
84.7K
$9.98M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
16.1K+ 40.29% |
$1.79M - $1.97M
|
56.2K
$6.62M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16KNew |
$1.77M - $1.95M
|
16K
$1.88M
|
|