Purchases and Sales Made in Q2 2024 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
243K+ 26.88% |
$13.6M - $15M
|
1.15M
$79M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
165K+ 2567.76% |
$9.27M - $10.2M
|
171K
$11.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
104KNew |
$5.87M - $6.45M
|
104K
$7.2M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
85.7KNew |
$4.81M - $5.29M
|
85.7K
$5.91M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.9K+ 315.12% |
$3.37M - $3.7M
|
79K
$5.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
31.4K+ 33.38% |
$1.76M - $1.94M
|
126K
$8.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31K+ 527.87% |
$1.74M - $1.91M
|
36.9K
$2.54M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
29.2K+ 55.3% |
$1.64M - $1.8M
|
82K
$5.65M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.2K+ 50.4% |
$1.58M - $1.74M
|
84.1K
$5.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26K+ 189.96% |
$1.46M - $1.6M
|
39.7K
$2.74M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
25.5K+ 14.9% |
$1.43M - $1.57M
|
197K
$13.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
23.9KNew |
$1.34M - $1.47M
|
23.9K
$1.65M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
23.6K+ 222.97% |
$1.32M - $1.46M
|
34.2K
$2.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
23.5KNew |
$1.32M - $1.45M
|
23.5K
$1.62M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 11.54% |
$1.21M - $1.33M
|
208K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 11.54% |
$1.21M - $1.33M
|
208K
$14.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20KNew |
$1.12M - $1.23M
|
20K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20KNew |
$1.12M - $1.23M
|
20K
$1.38M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.2K+ 4.48% |
$1.02M - $1.13M
|
426K
$29.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.3K+ 29.34% |
$970K - $1.07M
|
76.1K
$5.25M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
16.4K+ 75.13% |
$923K - $1.01M
|
38.3K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.4KNew |
$922K - $1.01M
|
16.4K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 17.71% |
$842K - $926K
|
99.7K
$6.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7K+ 190.25% |
$824K - $906K
|
22.4K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.3K+ 75.07% |
$749K - $823K
|
31.1K
$2.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12.7KNew |
$713K - $784K
|
12.7K
$876K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 19.63% |
$713K - $783K
|
77.3K
$5.33M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 260.4% |
$699K - $769K
|
17.2K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.3K+ 74.45% |
$689K - $757K
|
28.7K
$1.98M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.6K+ 103.23% |
$649K - $713K
|
22.7K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.3K+ 160.26% |
$634K - $697K
|
18.3K
$1.26M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
10.8K+ 35.74% |
$608K - $668K
|
41.1K
$2.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$588K - $647K
|
10.5K
$723K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.4K+ 6.19% |
$586K - $644K
|
179K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
7.96K+ 166.49% |
$447K - $491K
|
12.7K
$878K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
7.59K+ 10.33% |
$426K - $468K
|
81K
$5.59M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.39KNew |
$415K - $456K
|
7.39K
$510K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.48KNew |
$364K - $400K
|
6.48K
$447K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.41K+ 12.23% |
$360K - $395K
|
58.8K
$4.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.68K+ 68.74% |
$319K - $351K
|
13.9K
$962K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.92KNew |
$276K - $304K
|
4.92K
$339K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.96KNew |
$222K - $244K
|
3.96K
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.78K+ 6.3% |
$212K - $233K
|
63.7K
$4.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66KNew |
$205K - $226K
|
3.66K
$252K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.06K+ 2.6% |
$172K - $189K
|
121K
$8.33M
|
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
BUY
|
- |
1.78K+ 11.45% |
$100K - $110K
|
17.4K
$1.2M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.69K+ 39.91% |
$94.6K - $104K
|
5.91K
$407K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.42K+ 8.69% |
$79.6K - $87.5K
|
17.7K
$1.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 1.66% |
$77.7K - $85.4K
|
84.5K
$5.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.26K+ 7.13% |
$70.8K - $77.8K
|
18.9K
$1.31M
|