Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Momentum (XSMO)

XSMO Quotes by TradingView

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
Feb 14, 2025 Q4 2024
Mgo One Seven LLC

Beachwood, OH
BUY
 -
1.8K
+ 53.23%
$117K - $132K
5.17K $343K
Feb 12, 2025 Q4 2024
Thoroughbred Financial Services, LLC

BUY
 -
1.79K
+ 7.83%
$117K - $132K
24.7K $1.64M
Feb 11, 2025 Q4 2024
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.74K
+ 8.52%
$113K - $128K
22.2K $1.47M
Feb 06, 2025 Q4 2024
Cullen/Frost Bankers, Inc.

BUY
 -
1.68K
New
$109K - $124K
1.68K $111K
Feb 14, 2025 Q4 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
1.64K
+ 49.74%
$106K - $121K
4.93K $327K
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
1.62K
+ 13.08%
$105K - $119K
14K $929K
Jan 30, 2025 Q4 2024
James Investment Research Inc

BUY
 -
1.58K
+ 23.04%
$103K - $117K
8.45K $561K
Feb 14, 2025 Q4 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.5K
+ 12.79%
$97.6K - $111K
13.2K $878K
Feb 14, 2025 Q4 2024
Betterment LLC

New York, NY
BUY
 -
1.44K
+ 9.94%
$94K - $106K
16K $1.06M
Feb 06, 2025 Q4 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
1.4K
+ 8.54%
$91.4K - $104K
17.9K $1.19M
Feb 25, 2025 Q4 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.07K
+ 19.37%
$69.4K - $78.7K
6.58K $437K
Feb 07, 2025 Q4 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
926
+ 14.48%
$60.3K - $68.3K
7.32K $486K
Apr 22, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
679
+ 3.79%
$44.2K - $50.1K
18.6K $1.23M
Feb 11, 2025 Q4 2024
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
648
+ 6.2%
$42.2K - $47.8K
11.1K $737K
Feb 12, 2025 Q4 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
645
+ 1.62%
$42K - $47.5K
40.5K $2.69M
Jan 22, 2025 Q4 2024
Armbruster Capital Management, Inc.

BUY
 -
422
+ 0.24%
$27.5K - $31.1K
174K $11.6M
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
374
+ 0.63%
$24.3K - $27.6K
59.5K $3.95M
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
361
+ 440.24%
$23.5K - $26.6K
443 $29.4K
Jan 30, 2025 Q4 2024
J.W. Cole Advisors, Inc.

BUY
 -
340
+ 5.98%
$22.1K - $25.1K
6.03K $400K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
339
New
$22.1K - $25K
339 $22.5K
Jan 30, 2025 Q4 2024
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
261
+ 1.23%
$17K - $19.2K
21.5K $1.43M
Feb 07, 2025 Q4 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
258
+ 27.16%
$16.8K - $19K
1.21K $80.2K
Feb 14, 2025 Q4 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
245
+ 3.08%
$15.9K - $18.1K
8.2K $544K
Jan 29, 2025 Q4 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
201
+ 100.5%
$13.1K - $14.8K
401 $26.6K
Feb 14, 2025 Q4 2024
Mc Ilrath & Eck, LLC

BUY
 -
200
New
$13K - $14.7K
200 $13.3K
Jan 14, 2025 Q4 2024
E Rn Financial, LLC

BUY
 -
192
+ 1.74%
$12.5K - $14.2K
11.2K $745K
Jan 24, 2025 Q4 2024
Valley National Advisers Inc

BUY
 -
162
+ 3.32%
$10.5K - $11.9K
5.05K $335K
Feb 03, 2025 Q4 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
140
+ 4.5%
$9.11K - $10.3K
3.25K $216K
Jan 21, 2025 Q4 2024
Dynamic Advisor Solutions LLC

BUY
 -
138
+ 3.64%
$8.98K - $10.2K
3.93K $261K
Feb 05, 2025 Q4 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
131
+ 27.81%
$8.53K - $9.66K
602 $40K
Feb 14, 2025 Q4 2024
Ifg Advisory, LLC

BUY
 -
125
+ 0.57%
$8.14K - $9.22K
22.2K $1.47M
Jan 15, 2025 Q4 2024
Arkadios Wealth Advisors

BUY
 -
113
+ 1.24%
$7.35K - $8.33K
9.23K $613K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
103
New
$6.7K - $7.59K
103 $6.84K
Feb 24, 2025 Q4 2024
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
95
New
$6.18K - $7K
95 $6.31K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
91
+ 151.67%
$5.92K - $6.71K
151 $10K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
55
+ 1.58%
$3.58K - $4.05K
3.53K $234K
Feb 13, 2025 Q4 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
47
+ 2.96%
$3.06K - $3.46K
1.63K $108K
Feb 13, 2025 Q4 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
47
+ 2.96%
$3.06K - $3.46K
1.63K $108K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
25
New
$1.63K - $1.84K
25 $1.66K
Jan 24, 2025 Q4 2024
Sym Financial Corp

BUY
 -
20
New
$1.3K - $1.47K
20 $1.33K
Feb 13, 2025 Q4 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
19
+ 0.22%
$1.24K - $1.4K
8.55K $568K
Jan 28, 2025 Q4 2024
Solutions 4 Wealth, LTD

Southlake, TX
BUY
 -
10
+ 0.1%
$651 - $737
9.79K $650K
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 1.04%
$65.1 - $73.7
97 $6.44K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 27, 2025 Q4 2024
Consolidated Portfolio Review Corp

Woodbury, NY
SELL
 -
-10
- 0.16%
$651 - $737
6.29K $418K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

SELL
 -
-31
- 0.01%
$2.02K - $2.29K
209K $13.9M
Feb 06, 2025 Q4 2024
Assetmark, Inc

SELL
 -
-49
- 30.82%
$3.19K - $3.61K
110 $7.3K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-68
- 6.81%
$4.43K - $5.01K
931 $61.8K
Jan 23, 2025 Q4 2024
Institute For Wealth Management, Llc.

SELL
 -
-95
- 0.44%
$6.18K - $7K
21.4K $1.42M

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