Institutional Ownership Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $852 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
250
shares
|
$17,195
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
225
shares
|
$15,475
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
175
shares
|
$12,036
0.0% of portfolio
|
Q1 2020
Added 157.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
165
shares
|
$11,348
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
151
shares
|
$10,385
0.0% of portfolio
|
Q4 2024
Added 151.67%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
130
shares
|
$8,941
0.0% of portfolio
|
Q4 2024
Reduced 83.48%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
124
shares
|
$8,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$8,528
0.01% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
110
shares
|
$7,565
0.0% of portfolio
|
Q4 2024
Reduced 30.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
103
shares
|
$7,084
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
97
shares
|
$6,671
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
80
shares
|
$5,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
75
shares
|
$5,158
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
55
shares
|
$3,782
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
38
shares
|
$2,613
0.0% of portfolio
|
Q3 2024
Added 171.43%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
25
shares
|
$1,719
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
23
shares
|
$1,581
0.0% of portfolio
|
Q3 2024
Reduced 89.2%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
21
shares
|
$1,444
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
20
shares
|
$1,375
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
10
shares
|
$687
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|