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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-158- 2.25% |
$9.48K - $11.1K
|
6.87K
$425K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290- 1.86% |
$17.4K - $20.3K
|
15.3K
$947K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
212K+ 157.74% |
$12.7M - $14.9M
|
347K
$21.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.46K+ 7.74% |
$327K - $382K
|
76K
$4.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
253New |
$15.2K - $17.7K
|
253
$15.6K
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.32K+ 49.8% |
$559K - $653K
|
28K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84- 1.55% |
$5.04K - $5.88K
|
5.35K
$330K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-16.6K- 15.39% |
$997K - $1.16M
|
91.4K
$5.64M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.65K- 54.67% |
$579K - $676K
|
8K
$494K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$207K - $242K
|
3.46K
$214K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 13.2% |
$10.6M - $12.4M
|
1.52M
$93.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
27.1K+ 138.03% |
$1.62M - $1.9M
|
46.7K
$2.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
237+ 6.44% |
$14.2K - $16.6K
|
3.92K
$242K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19KNew |
$311K - $363K
|
5.19K
$320K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.55K- 40.09% |
$153K - $179K
|
3.82K
$236K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.08K+ 5.04% |
$65K - $75.9K
|
22.6K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 152.79% |
$87.1K - $102K
|
2.4K
$148K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.22K+ 86.71% |
$313K - $365K
|
11.2K
$694K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.85K- 36.65% |
$111K - $130K
|
3.2K
$198K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.61K- 49.99% |
$576K - $673K
|
9.61K
$594K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.71K+ 104.98% |
$342K - $400K
|
11.1K
$689K
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-88.2K- 96.47% |
$5.29M - $6.17M
|
3.22K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
134+ 1.01% |
$8.04K - $9.38K
|
13.4K
$825K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 5.09% |
$283K - $330K
|
97.4K
$6.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.36K+ 15.04% |
$321K - $375K
|
41K
$2.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.9K- 43.95% |
$3.77M - $4.4M
|
80.2K
$4.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
9.44K+ 7.62% |
$566K - $661K
|
133K
$8.23M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-550- 10.22% |
$33K - $38.5K
|
4.83K
$299K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
780+ 12.4% |
$46.8K - $54.6K
|
7.07K
$437K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
679+ 3.79% |
$40.7K - $47.6K
|
18.6K
$1.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.9K+ 62.31% |
$655K - $765K
|
28.5K
$1.76M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$934K - $1.09M
|
15.6K
$962K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.14K+ 38.28% |
$428K - $500K
|
25.8K
$1.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 18.32% |
$1.14M - $1.33M
|
123K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-234- 2.08% |
$14K - $16.4K
|
11K
$679K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.73K+ 4.94% |
$283K - $331K
|
100K
$6.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7.07K+ 362.89% |
$424K - $495K
|
9.02K
$557K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.16KNew |
$370K - $432K
|
6.16K
$381K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.4KNew |
$863K - $1.01M
|
14.4K
$889K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.3K+ 66.3% |
$4.7M - $5.48M
|
196K
$12.1M
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.1K+ 30.33% |
$65.7K - $76.7K
|
4.71K
$291K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 31.78% |
$128K - $150K
|
8.86K
$547K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.08KNew |
$64.8K - $75.6K
|
1.08K
$66.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62K+ 26.15% |
$3.72M - $4.34M
|
299K
$18.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
660+ 16.78% |
$39.6K - $46.2K
|
4.59K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.41K+ 5.41% |
$564K - $659K
|
183K
$11.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15.1K+ 5.75% |
$904K - $1.06M
|
277K
$17.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
774+ 9.86% |
$46.4K - $54.2K
|
8.63K
$533K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
7.78K+ 19.01% |
$467K - $545K
|
48.7K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.55K- 1.25% |
$153K - $179K
|
201K
$12.4M
|