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 13, 2024
Q2 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.25K+ 13.9% |
$70K - $77K
|
10.2K
$705K
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 7.85% |
$64.1K - $70.5K
|
15.7K
$1.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
905+ 0.45% |
$50.8K - $55.9K
|
201K
$13.9M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
843+ 21.43% |
$47.3K - $52K
|
4.78K
$329K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
681+ 4.58% |
$38.2K - $42K
|
15.5K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
593+ 5.14% |
$33.3K - $36.6K
|
12.1K
$837K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
521+ 6.12% |
$29.3K - $32.2K
|
9.03K
$623K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
477+ 4.75% |
$26.8K - $29.4K
|
10.5K
$725K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
428New |
$24K - $26.4K
|
428
$29.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 222.22% |
$22.5K - $24.7K
|
580
$40K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
312+ 1.46% |
$17.5K - $19.3K
|
21.7K
$1.5M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
190+ 826.09% |
$10.7K - $11.7K
|
213
$14.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
190New |
$10.7K - $11.7K
|
190
$13.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
44+ 0.83% |
$2.47K - $2.72K
|
5.33K
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 3.67% |
$1.97K - $2.16K
|
989
$68.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26New |
$1.46K - $1.6K
|
26
$1.79K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$1.12K - $1.23K
|
20
$1.38K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$1.01K - $1.11K
|
12.5K
$864K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$786 - $864
|
14
$966
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10New |
$562 - $617
|
10
$690
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18- 0.51% |
$1.01K - $1.11K
|
3.55K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-36- 0.37% |
$2.02K - $2.22K
|
9.68K
$667K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-59- 0.26% |
$3.31K - $3.64K
|
22.9K
$1.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 57.5% |
$12.9K - $14.2K
|
170
$11.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-289- 1.97% |
$16.2K - $17.8K
|
14.4K
$994K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-315- 0.47% |
$17.7K - $19.4K
|
66.7K
$4.6M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-465- 4.5% |
$26.1K - $28.7K
|
9.88K
$681K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-528- 1.69% |
$29.7K - $32.6K
|
30.7K
$2.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.19K- 84.79% |
$66.7K - $73.3K
|
213
$14.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 5.63% |
$136K - $149K
|
40.4K
$2.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.89K- 2.51% |
$162K - $178K
|
112K
$7.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.57K- 31.56% |
$200K - $220K
|
7.74K
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.76K- 1.28% |
$211K - $232K
|
290K
$20M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-7.37K- 5.45% |
$414K - $455K
|
128K
$8.83M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-13.6K- 20.14% |
$762K - $838K
|
53.8K
$3.71M
|