Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
BUY
|
- |
103K+ 68.37% |
$12.1M - $12.7M
|
253K
$29.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
94.1K+ 18.83% |
$11.1M - $11.7M
|
594K
$70M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
88.3K+ 58.55% |
$10.4M - $11M
|
239K
$28.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
82.7KNew |
$9.73M - $10.3M
|
82.7K
$9.74M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.3K+ 63.34% |
$7.93M - $8.36M
|
174K
$20.5M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
60.6K+ 94.01% |
$7.14M - $7.53M
|
125K
$14.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
57.1K+ 116.74% |
$6.73M - $7.1M
|
106K
$12.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
34.6K+ 20.95% |
$4.07M - $4.29M
|
200K
$23.5M
|
|
|
Jan 21, 2026
Q4 2025
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
25.1K+ 8.01% |
$2.95M - $3.11M
|
338K
$39.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25K+ 74.47% |
$2.95M - $3.11M
|
58.7K
$6.91M
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
23.6K+ 31.14% |
$2.77M - $2.92M
|
99.2K
$11.7M
|
|
|
Jan 21, 2026
Q4 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
21.9KNew |
$2.58M - $2.72M
|
21.9K
$2.58M
|
|
|
Jan 23, 2026
Q4 2025
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
19.9K+ 68.09% |
$2.34M - $2.47M
|
49.1K
$5.78M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
18.5K+ 74.89% |
$2.17M - $2.29M
|
43.1K
$5.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
17.9K+ 1035.61% |
$2.11M - $2.22M
|
19.6K
$2.31M
|
|
|
Jan 15, 2026
Q4 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
16.7K+ 64.15% |
$1.96M - $2.07M
|
42.6K
$5.02M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
15.7K+ 60.29% |
$1.85M - $1.95M
|
41.8K
$4.93M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
15.3K+ 177.85% |
$1.8M - $1.9M
|
23.9K
$2.81M
|
|
|
Jan 13, 2026
Q4 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15.2K+ 70.74% |
$1.78M - $1.88M
|
36.6K
$4.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Chatterton & Associates Inc.
Anaheim, CA |
BUY
|
- |
15KNew |
$1.76M - $1.86M
|
15K
$1.76M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.6K+ 122.16% |
$1.71M - $1.81M
|
26.5K
$3.12M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
13.2K+ 48.6% |
$1.55M - $1.64M
|
40.3K
$4.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
12.4K+ 268.98% |
$1.46M - $1.54M
|
17K
$2.01M
|
|
|
Jan 07, 2026
Q4 2025
|
Qp Wealth Management, LLC
|
BUY
|
- |
12KNew |
$1.42M - $1.49M
|
12K
$1.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
11.6K+ 66.62% |
$1.37M - $1.44M
|
29K
$3.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
11.2K+ 102.03% |
$1.32M - $1.39M
|
22.2K
$2.62M
|
|
|
Jan 08, 2026
Q4 2025
|
Threadgill Financial, LLC
|
BUY
|
- |
11.2K+ 23.82% |
$1.32M - $1.39M
|
58.2K
$6.86M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.74K+ 35.14% |
$1.15M - $1.21M
|
37.5K
$4.41M
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
9.61KNew |
$1.13M - $1.19M
|
9.61K
$1.13M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
8.37K+ 6.94% |
$985K - $1.04M
|
129K
$15.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Jackson Wealth Management, LLC
|
BUY
|
- |
8.11K+ 13.56% |
$955K - $1.01M
|
67.9K
$8M
|
|
|
Jan 15, 2026
Q4 2025
|
Cassilly Financial Group LLC
Severna Park, MD |
BUY
|
- |
6.93KNew |
$816K - $861K
|
6.93K
$817K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
6.48K+ 7.64% |
$762K - $804K
|
91.2K
$10.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
6.19K+ 10.5% |
$728K - $769K
|
65.1K
$7.67M
|
|
|
Jan 21, 2026
Q4 2025
|
Robinhood Asset Management, LLC
Menlo Park, CA |
BUY
|
- |
5.98KNew |
$704K - $743K
|
5.98K
$705K
|
|
|
Jan 23, 2026
Q4 2025
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.98K+ 1.62% |
$704K - $743K
|
376K
$44.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
5.7KNew |
$670K - $707K
|
5.7K
$671K
|
|
|
Jan 21, 2026
Q4 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
5.59K+ 44.12% |
$657K - $694K
|
18.3K
$2.15M
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
5.53K+ 15.69% |
$651K - $687K
|
40.8K
$4.81M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.21K+ 543.63% |
$613K - $647K
|
6.17K
$727K
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
5.07K+ 20.89% |
$596K - $629K
|
29.3K
$3.46M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.87K+ 80.32% |
$573K - $605K
|
10.9K
$1.29M
|
|
|
Jan 06, 2026
Q4 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4.18K+ 1.85% |
$492K - $519K
|
230K
$27.1M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
4.09KNew |
$481K - $508K
|
4.09K
$482K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
4.04K+ 25.07% |
$476K - $502K
|
20.2K
$2.38M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.02K+ 351.05% |
$473K - $499K
|
5.16K
$608K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3.95K+ 40.4% |
$464K - $490K
|
13.7K
$1.62M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.82K+ 1.74% |
$449K - $474K
|
224K
$26.3M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.59K+ 5.69% |
$423K - $446K
|
66.7K
$7.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
3.2KNew |
$376K - $397K
|
3.2K
$377K
|
|