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 |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 0.46% |
$3.37K - $3.74K
|
13.7K
$822K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19KNew |
$1.03M - $1.15M
|
19K
$1.14M
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
200+ 2.93% |
$10.9K - $12.1K
|
7.02K
$422K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8K+ 25.76% |
$152K - $169K
|
13.7K
$823K
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.7K+ 29.61% |
$744K - $826K
|
59.9K
$3.61M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.9K- 11.38% |
$1.3M - $1.44M
|
186K
$11.2M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
407K+ 339490.84% |
$22.1M - $24.6M
|
408K
$24.5M
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-933- 7.48% |
$50.7K - $56.3K
|
11.5K
$695K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.19K+ 15.9% |
$390K - $433K
|
52.4K
$3.15M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.27K- 61.23% |
$504K - $559K
|
5.87K
$353K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.18K- 11.94% |
$63.9K - $70.9K
|
8.68K
$522K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-612- 4.0% |
$33.2K - $36.9K
|
14.7K
$885K
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.5KNew |
$895K - $994K
|
16.5K
$992K
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-322- 1.05% |
$17.5K - $19.4K
|
30.3K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-468- 3.97% |
$25.4K - $28.2K
|
11.3K
$681K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$383K - $425K
|
7.05K
$424K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1K+ 216.15% |
$660K - $732K
|
17.8K
$1.07M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$682K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$404K
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-962- 2.2% |
$52.3K - $58K
|
42.9K
$2.58M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-602- 11.18% |
$32.7K - $36.3K
|
4.78K
$288K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.55K- 31.52% |
$193K - $214K
|
7.71K
$464K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.2K
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.51K- 4.94% |
$190K - $211K
|
67.4K
$4.06M
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-78- 9.02% |
$4.24K - $4.7K
|
787
$47.4K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-194- 2.93% |
$10.5K - $11.7K
|
6.43K
$387K
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.78KNew |
$260K - $288K
|
4.78K
$288K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.7K+ 5.28% |
$799K - $888K
|
293K
$17.7M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
86.2K+ 1082.21% |
$4.68M - $5.2M
|
94.1K
$5.66M
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 10.29% |
$73.8K - $81.9K
|
14.6K
$876K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 28.38% |
$10.8M - $12M
|
903K
$54.3M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-343- 3.21% |
$18.6K - $20.7K
|
10.3K
$622K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4KNew |
$76.1K - $84.4K
|
1.4K
$84.3K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.1K+ 40.84% |
$927K - $1.03M
|
58.9K
$3.54M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.8K- 5.37% |
$207K - $229K
|
67K
$4.03M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181New |
$9.83K - $10.9K
|
181
$10.9K
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$608K - $675K
|
11.2K
$673K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
274New |
$14.9K - $16.5K
|
274
$16.5K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.9K+ 135.49% |
$266K - $295K
|
8.51K
$512K
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.27K- 0.75% |
$68.8K - $76.4K
|
169K
$10.2M
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
237+ 1.55% |
$12.9K - $14.3K
|
15.6K
$937K
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-50- 16.67% |
$2.72K - $3.02K
|
250
$15K
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-133- 1.58% |
$7.23K - $8.02K
|
8.26K
$497K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-308- 7.95% |
$16.7K - $18.6K
|
3.56K
$214K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$214K - $237K
|
3.93K
$237K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 26.34% |
$353K - $392K
|
31.2K
$1.88M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
230+ 135.29% |
$12.5K - $13.9K
|
400
$24.1K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.2K
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
160+ 1.3% |
$8.69K - $9.65K
|
12.5K
$753K
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.7KNew |
$960K - $1.07M
|
17.7K
$1.06M
|