Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.58K+ 23.04% |
$103K - $117K
|
8.45K
$583K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.4K+ 8.54% |
$91.4K - $104K
|
17.9K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
926+ 14.48% |
$60.3K - $68.3K
|
7.32K
$505K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
422+ 0.24% |
$27.5K - $31.1K
|
174K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
374+ 0.63% |
$24.3K - $27.6K
|
59.5K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
361+ 440.24% |
$23.5K - $26.6K
|
443
$30.6K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
340+ 5.98% |
$22.1K - $25.1K
|
6.03K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
261+ 1.23% |
$17K - $19.2K
|
21.5K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
258+ 27.16% |
$16.8K - $19K
|
1.21K
$83.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
201+ 100.5% |
$13.1K - $14.8K
|
401
$27.7K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
192+ 1.74% |
$12.5K - $14.2K
|
11.2K
$774K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
162+ 3.32% |
$10.5K - $11.9K
|
5.05K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
140+ 4.5% |
$9.11K - $10.3K
|
3.25K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
138+ 3.64% |
$8.98K - $10.2K
|
3.93K
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
131+ 27.81% |
$8.53K - $9.66K
|
602
$41.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
113+ 1.24% |
$7.35K - $8.33K
|
9.23K
$637K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
91+ 151.67% |
$5.92K - $6.71K
|
151
$10.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 1.58% |
$3.58K - $4.05K
|
3.53K
$244K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20New |
$1.3K - $1.47K
|
20
$1.38K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
10+ 0.1% |
$651 - $737
|
9.79K
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.04% |
$65.1 - $73.7
|
97
$6.69K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-10- 0.16% |
$651 - $737
|
6.29K
$434K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31- 0.01% |
$2.02K - $2.29K
|
209K
$14.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-49- 30.82% |
$3.19K - $3.61K
|
110
$7.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-68- 6.81% |
$4.43K - $5.01K
|
931
$64.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-95- 0.44% |
$6.18K - $7K
|
21.4K
$1.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-142- 1.98% |
$9.24K - $10.5K
|
7.03K
$485K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-400Closed |
$26K - $29.5K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-547- 3.26% |
$35.6K - $40.3K
|
16.2K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-553- 3.31% |
$36K - $40.8K
|
16.2K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-615- 10.17% |
$40K - $45.3K
|
5.43K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-775- 3.49% |
$50.4K - $57.1K
|
21.4K
$1.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-882- 1.76% |
$57.4K - $65K
|
49.2K
$3.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 2.06% |
$74.3K - $84.2K
|
54.3K
$3.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 0.58% |
$77.7K - $88K
|
204K
$14.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.33K- 3.04% |
$217K - $245K
|
106K
$7.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-6.3K- 2.35% |
$410K - $465K
|
262K
$18.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-6.81K- 39.08% |
$443K - $502K
|
10.6K
$732K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-22.4K- 57.25% |
$1.46M - $1.65M
|
16.7K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-35.9K- 71.02% |
$2.34M - $2.65M
|
14.7K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-148K- 12.38% |
$9.64M - $10.9M
|
1.05M
$72.3M
|