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 |
|---|---|---|---|---|---|---|---|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
402New |
$22.2K - $27.4K
|
402
$29.4K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
380K+ 27.71% |
$20.9M - $25.9M
|
1.75M
$128M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5New |
$276 - $341
|
5
$366
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
64+ 0.81% |
$3.53K - $4.36K
|
7.99K
$584K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.15K- 39.33% |
$229K - $282K
|
6.4K
$468K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.41K+ 6.77% |
$243K - $300K
|
69.5K
$5.08M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.22K+ 12.09% |
$288K - $355K
|
48.4K
$3.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 5.33% |
$1.46M - $1.81M
|
524K
$38.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 20.76% |
$66.2K - $81.8K
|
4.59K
$335K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
665+ 7.6% |
$36.7K - $45.3K
|
9.41K
$689K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.3K- 69.47% |
$2.94M - $3.63M
|
23.4K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8KNew |
$816K - $1.01M
|
14.8K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
120KNew |
$6.62M - $8.17M
|
120K
$8.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 80.76% |
$756K - $934K
|
30.7K
$2.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288K+ 50.81% |
$15.9M - $19.6M
|
856K
$62.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 18.19% |
$1.21M - $1.5M
|
143K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.95K- 8.46% |
$438K - $541K
|
86K
$6.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-185- 1.7% |
$10.2K - $12.6K
|
10.7K
$782K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.5K- 28.19% |
$633K - $781K
|
29.2K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
342+ 5.33% |
$18.9K - $23.3K
|
6.76K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.8K+ 11.13% |
$1.2M - $1.48M
|
218K
$15.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
456+ 2.6% |
$25.1K - $31.1K
|
18K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.53K+ 57.0% |
$140K - $173K
|
6.98K
$510K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 28.31% |
$5.74M - $7.08M
|
263K
$19.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.55K- 45.48% |
$361K - $446K
|
7.86K
$575K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.45K+ 65.09% |
$135K - $167K
|
6.21K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
627K+ 154.42% |
$34.6M - $42.7M
|
1.03M
$75.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.3K- 88.32% |
$2.67M - $3.29M
|
6.39K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.98KNew |
$164K - $203K
|
2.98K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
884+ 1.98% |
$48.8K - $60.2K
|
45.6K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 12.07% |
$795K - $982K
|
105K
$7.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-921- 9.85% |
$50.8K - $62.7K
|
8.43K
$617K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.9K+ 3.57% |
$160K - $198K
|
84.2K
$6.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
206+ 4.04% |
$11.4K - $14K
|
5.3K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11+ 0.05% |
$607 - $749
|
21.4K
$1.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.39K+ 8.76% |
$76.9K - $94.9K
|
17.3K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.07% |
$386 - $477
|
9.81K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.6K+ 52.23% |
$2.9M - $3.58M
|
153K
$11.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.03K+ 16.31% |
$277K - $343K
|
35.9K
$2.62M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.5K+ 183.04% |
$910K - $1.12M
|
25.5K
$1.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
363+ 23.43% |
$20K - $24.7K
|
1.91K
$140K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.5K+ 21.61% |
$4.33M - $5.35M
|
442K
$32.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12KNew |
$663K - $819K
|
12K
$880K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
324KNew |
$17.9M - $22.1M
|
324K
$23.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.03K+ 71.81% |
$167K - $207K
|
7.26K
$531K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 3.93% |
$80.2K - $99.1K
|
38.5K
$2.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.26K+ 16.5% |
$235K - $290K
|
30.1K
$2.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$599K - $740K
|
10.9K
$795K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4- 0.09% |
$221 - $272
|
4.59K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7KNew |
$386K - $477K
|
7K
$512K
|