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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 6.09% |
$61.8K - $72.2K
|
17.9K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
795+ 7.07% |
$47.7K - $55.7K
|
12K
$800K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
780+ 12.4% |
$46.8K - $54.6K
|
7.07K
$469K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
774+ 9.86% |
$46.4K - $54.2K
|
8.63K
$573K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
771+ 1.62% |
$46.2K - $54K
|
48.4K
$3.22M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
750New |
$45K - $52.5K
|
750
$49.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
679+ 3.79% |
$40.7K - $47.6K
|
18.6K
$1.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
660+ 16.78% |
$39.6K - $46.2K
|
4.59K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
607+ 6.58% |
$36.4K - $42.5K
|
9.84K
$653K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
411+ 3.87% |
$24.6K - $28.8K
|
11K
$732K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
383+ 1.42% |
$23K - $26.8K
|
27.3K
$1.81M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
318+ 0.65% |
$19.1K - $22.3K
|
49.5K
$3.29M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
306New |
$18.4K - $21.4K
|
306
$20.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
294+ 48.84% |
$17.6K - $20.6K
|
896
$59.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
253New |
$15.2K - $17.7K
|
253
$16.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
237+ 6.44% |
$14.2K - $16.6K
|
3.92K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
140+ 7.77% |
$8.4K - $9.8K
|
1.94K
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
134+ 1.01% |
$8.04K - $9.38K
|
13.4K
$887K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
90+ 6.17% |
$5.4K - $6.3K
|
1.55K
$103K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 4.66% |
$5.16K - $6.02K
|
1.93K
$128K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
75+ 78.95% |
$4.5K - $5.25K
|
170
$11.3K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 1.45% |
$4.38K - $5.11K
|
5.09K
$338K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 0.6% |
$2.64K - $3.08K
|
7.37K
$489K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23+ 20.91% |
$1.38K - $1.61K
|
133
$8.83K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20New |
$1.2K - $1.4K
|
20
$1.33K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13+ 0.13% |
$780 - $910
|
9.8K
$650K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.3% |
$300 - $350
|
1.68K
$112K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2+ 0.5% |
$120 - $140
|
403
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 13.04% |
$180 - $210
|
20
$1.33K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-22- 0.44% |
$1.32K - $1.54K
|
4.96K
$329K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 2.4% |
$1.74K - $2.03K
|
1.18K
$78.3K
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-69- 0.42% |
$4.14K - $4.83K
|
16.2K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-76- 1.68% |
$4.56K - $5.32K
|
4.44K
$295K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84- 1.55% |
$5.04K - $5.88K
|
5.35K
$355K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-158- 2.25% |
$9.48K - $11.1K
|
6.87K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-234- 2.08% |
$14K - $16.4K
|
11K
$730K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290- 1.86% |
$17.4K - $20.3K
|
15.3K
$1.02M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-326- 19.96% |
$19.6K - $22.8K
|
1.31K
$86.8K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-334- 6.78% |
$20K - $23.4K
|
4.59K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-453- 3.09% |
$27.2K - $31.7K
|
14.2K
$943K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-550- 10.22% |
$33K - $38.5K
|
4.83K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-637- 0.95% |
$38.2K - $44.6K
|
66.3K
$4.4M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-663- 0.62% |
$39.8K - $46.4K
|
106K
$7.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-679- 3.65% |
$40.7K - $47.6K
|
17.9K
$1.19M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-766- 3.46% |
$45.9K - $53.6K
|
21.4K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-785- 19.64% |
$47.1K - $55K
|
3.21K
$213K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.25K- 1.89% |
$75.1K - $87.7K
|
65.1K
$4.32M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.47K- 12.24% |
$88.2K - $103K
|
10.5K
$700K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.57K- 9.37% |
$93.9K - $110K
|
15.1K
$1.01M
|