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 228 institutions that hold shares in the stock, with a total of 16.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
600
shares
|
$40,932
0.0% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
443
shares
|
$30,221
0.0% of portfolio
|
Q4 2024
Added 440.24%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
403
shares
|
$27,492
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
339
shares
|
$23,126
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
306
shares
|
$20,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
274
shares
|
$18,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
253
shares
|
$17,259
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
250
shares
|
$17,055
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
244
shares
|
$16,645
0.0% of portfolio
|
Q1 2025
Reduced 98.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
225
shares
|
$15,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
175
shares
|
$11,938
0.0% of portfolio
|
Q1 2020
Added 157.14%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
170
shares
|
$11,597
0.0% of portfolio
|
Q1 2025
Added 78.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
165
shares
|
$11,256
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
151
shares
|
$10,301
0.0% of portfolio
|
Q4 2024
Added 151.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
133
shares
|
$9,073
0.0% of portfolio
|
Q1 2025
Added 20.91%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
130
shares
|
$8,868
0.0% of portfolio
|
Q4 2024
Reduced 83.48%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
124
shares
|
$8,459
0.01% of portfolio
|
Q3 2022
Reduced 5.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
124
shares
|
$8,459
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
97
shares
|
$6,617
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
80
shares
|
$5,457
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
59
shares
|
$4,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
55
shares
|
$3,752
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
25
shares
|
$1,705
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
21
shares
|
$1,432
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
20
shares
|
$1,364
0.0% of portfolio
|
Q1 2025
New holding
|