Latest Institutional Transactions on Invesco S&P Smallcap Momentum (XSMO)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Momentum (XSMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
70KNew |
$3.86M - $4.77M
|
70K
$4.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.51KNew |
$414K - $512K
|
7.51K
$513K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
85+ 50.0% |
$4.69K - $5.79K
|
255
$17.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 12.92% |
$651K - $804K
|
79.5K
$5.43M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.23% |
$2.76K - $3.41K
|
21.4K
$1.46M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-69- 0.07% |
$3.81K - $4.7K
|
100K
$6.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 7.29% |
$65K - $80.3K
|
15K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.81KNew |
$375K - $463K
|
6.81K
$464K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
27.5K+ 191.27% |
$1.52M - $1.87M
|
41.9K
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
571+ 3.73% |
$31.5K - $38.9K
|
15.9K
$1.08M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 11.76% |
$1.27M - $1.57M
|
219K
$15M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.6K- 5.17% |
$309K - $381K
|
103K
$7M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
212+ 3.0% |
$11.7K - $14.4K
|
7.28K
$497K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
4.29K+ 1.54% |
$236K - $292K
|
282K
$19.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$3.25K - $4.02K
|
59
$4.02K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
17KNew |
$938K - $1.16M
|
17K
$1.16M
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-218- 0.78% |
$12K - $14.8K
|
27.8K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
47.2K+ 302.95% |
$2.6M - $3.21M
|
62.7K
$4.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
34.4KNew |
$1.9M - $2.34M
|
34.4K
$2.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.88KNew |
$269K - $333K
|
4.88K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.75KNew |
$483K - $596K
|
8.75K
$597K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$172K - $212K
|
3.11K
$212K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 8.42% |
$13K - $16K
|
3.03K
$206K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.8KNew |
$1.81M - $2.23M
|
32.8K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 54.64% |
$9.01M - $11.1M
|
463K
$31.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.07K- 7.06% |
$59K - $72.9K
|
14.1K
$960K
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.86KNew |
$213K - $263K
|
3.86K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13K+ 19.88% |
$718K - $887K
|
78.5K
$5.36M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.8K+ 60.88% |
$154K - $191K
|
7.39K
$504K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
975+ 7.76% |
$53.8K - $66.4K
|
13.5K
$924K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.49K+ 1.73% |
$192K - $238K
|
205K
$14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59+ 0.53% |
$3.25K - $4.02K
|
11.2K
$764K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$173K - $213K
|
3.13K
$214K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.34K+ 7.79% |
$129K - $159K
|
32.3K
$2.21M
|
|
| Q1 2025 | |||||||
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
116+ 0.67% |
$6.96K - $8.12K
|
17.4K
$1.19M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
641+ 10.38% |
$38.4K - $44.9K
|
6.82K
$465K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
11.5K+ 15.1% |
$688K - $803K
|
87.4K
$5.96M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.1K+ 366.95% |
$4.74M - $5.54M
|
101K
$6.87M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.25K- 1.89% |
$75.1K - $87.7K
|
65.1K
$4.44M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.5KNew |
$1.17M - $1.36M
|
19.5K
$1.33M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-326- 19.96% |
$19.6K - $22.8K
|
1.31K
$89.2K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.1K+ 38.09% |
$847K - $990K
|
51.2K
$3.5M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
294+ 48.84% |
$17.6K - $20.6K
|
896
$61.1K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 13.75% |
$115K - $135K
|
15.9K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.47K- 12.24% |
$88.2K - $103K
|
10.5K
$719K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.9K+ 91.68% |
$2.69M - $3.15M
|
93.9K
$6.41M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-330K- 39.88% |
$19.8M - $23.1M
|
497K
$33.9M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
750New |
$45K - $52.5K
|
750
$51.2K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2K+ 33.52% |
$612K - $715K
|
40.7K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-76- 1.68% |
$4.56K - $5.32K
|
4.44K
$303K
|
|