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 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.85K- 36.65% |
$111K - $130K
|
3.2K
$212K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-2.32K- 6.9% |
$139K - $162K
|
31.3K
$2.08M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.32K- 8.03% |
$139K - $163K
|
26.6K
$1.77M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 28.19% |
$145K - $169K
|
6.14K
$408K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.55K- 1.25% |
$153K - $179K
|
201K
$13.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.55K- 40.09% |
$153K - $179K
|
3.82K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.63K- 38.22% |
$158K - $184K
|
4.25K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.32K- 27.51% |
$199K - $232K
|
8.75K
$581K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.55K- 35.08% |
$213K - $249K
|
6.57K
$436K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.87K- 29.29% |
$232K - $271K
|
9.35K
$621K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.7K- 25.82% |
$282K - $329K
|
13.5K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.79K- 5.16% |
$467K - $546K
|
143K
$9.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.89K- 6.93% |
$533K - $623K
|
119K
$7.93M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.61K- 49.99% |
$576K - $673K
|
9.61K
$638K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.65K- 54.67% |
$579K - $676K
|
8K
$531K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.65K- 4.69% |
$579K - $676K
|
196K
$13M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-12.3KClosed |
$740K - $864K
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.7K- 12.48% |
$824K - $962K
|
96.3K
$6.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-15K- 98.39% |
$897K - $1.05M
|
244
$16.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 15.39% |
$997K - $1.16M
|
91.4K
$6.07M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.4K- 1.19% |
$1.28M - $1.5M
|
1.77M
$118M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.5K- 45.04% |
$1.47M - $1.71M
|
29.8K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.5K- 7.43% |
$1.77M - $2.06M
|
367K
$24.4M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36.2K- 33.46% |
$2.17M - $2.53M
|
71.9K
$4.78M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-37.1K- 90.89% |
$2.22M - $2.6M
|
3.71K
$247K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-49.5K- 69.65% |
$2.97M - $3.46M
|
21.6K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.5K- 12.4% |
$3.45M - $4.03M
|
406K
$27M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-59K- 91.16% |
$3.54M - $4.13M
|
5.72K
$379K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.9K- 43.95% |
$3.77M - $4.4M
|
80.2K
$5.32M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.2K- 10.86% |
$4.15M - $4.84M
|
568K
$37.7M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-81.5K- 57.49% |
$4.89M - $5.71M
|
60.3K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-88.2K- 96.47% |
$5.29M - $6.17M
|
3.22K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-330K- 39.88% |
$19.8M - $23.1M
|
497K
$33M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-485K- 99.51% |
$29.1M - $34M
|
2.38K
$158K
|