Purchases and Sales Made in Q1 2025 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q1 2025. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP MOMENTUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
7.78K+ 19.01% |
$467K - $545K
|
48.7K
$3.23M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.58K+ 12.32% |
$455K - $531K
|
69.1K
$4.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.14K+ 38.28% |
$428K - $500K
|
25.8K
$1.71M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7.07K+ 362.89% |
$424K - $495K
|
9.02K
$599K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.76K+ 11.34% |
$405K - $473K
|
66.3K
$4.4M
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
6.69KNew |
$401K - $469K
|
6.69K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.42K+ 26.0% |
$385K - $450K
|
31.1K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.25KNew |
$375K - $437K
|
6.25K
$415K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.16KNew |
$370K - $432K
|
6.16K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$347K - $405K
|
5.79K
$384K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.71K+ 104.98% |
$342K - $400K
|
11.1K
$740K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.46K+ 7.74% |
$327K - $382K
|
76K
$5.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.36K+ 15.04% |
$321K - $375K
|
41K
$2.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.22K+ 86.71% |
$313K - $365K
|
11.2K
$746K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19KNew |
$311K - $363K
|
5.19K
$344K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.96K+ 185.52% |
$297K - $347K
|
7.63K
$506K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.73K+ 4.94% |
$283K - $331K
|
100K
$6.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 5.09% |
$283K - $330K
|
97.4K
$6.47M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 11.3% |
$274K - $320K
|
45.1K
$2.99M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.52KNew |
$271K - $316K
|
4.52K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.23KNew |
$253K - $296K
|
4.23K
$280K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
4.21K+ 21.25% |
$252K - $295K
|
24K
$1.59M
|
|
|
May 12, 2025
Q1 2025
|
Cooper Financial Group
|
BUY
|
- |
4.15K+ 3.98% |
$249K - $290K
|
108K
$7.19M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.05K+ 78.44% |
$243K - $284K
|
9.22K
$612K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.05KNew |
$243K - $284K
|
4.05K
$269K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 9.34% |
$229K - $267K
|
44.7K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$226K - $264K
|
3.76K
$250K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.57K+ 81.77% |
$214K - $250K
|
7.93K
$526K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$207K - $242K
|
3.46K
$230K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.45K+ 21.34% |
$207K - $242K
|
19.6K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.29KNew |
$197K - $230K
|
3.29K
$218K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 7244.74% |
$165K - $193K
|
2.79K
$185K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
2.67KNew |
$160K - $187K
|
2.67K
$177K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
2.64K+ 16.33% |
$158K - $185K
|
18.8K
$1.25M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.6K+ 43.12% |
$156K - $182K
|
8.63K
$573K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.5K+ 166.67% |
$150K - $175K
|
4K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.21K+ 16.04% |
$133K - $155K
|
16K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 31.78% |
$128K - $150K
|
8.86K
$588K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.07K+ 18.63% |
$124K - $145K
|
13.2K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 13.75% |
$115K - $135K
|
15.9K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.83KNew |
$110K - $128K
|
1.83K
$122K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.82K+ 21.59% |
$109K - $128K
|
10.3K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.57K+ 9.83% |
$94.1K - $110K
|
17.5K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.49K+ 30.25% |
$89.4K - $104K
|
6.42K
$426K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 152.79% |
$87.1K - $102K
|
2.4K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.34K+ 1.8% |
$80.1K - $93.5K
|
75.5K
$5.01M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.1K+ 11.2% |
$65.7K - $76.7K
|
10.9K
$722K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.1K+ 30.33% |
$65.7K - $76.7K
|
4.71K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.08K+ 5.04% |
$65K - $75.9K
|
22.6K
$1.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.08KNew |
$64.8K - $75.6K
|
1.08K
$71.7K
|