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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
424+ 3.14% |
$23.4K - $28.9K
|
13.9K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 560.77% |
$735K - $908K
|
15.7K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
996+ 11.54% |
$54.9K - $67.8K
|
9.63K
$704K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 8.13% |
$1.99K - $2.45K
|
479
$35K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
32+ 0.42% |
$1.76K - $2.18K
|
7.66K
$560K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92K+ 5.19% |
$5.07M - $6.27M
|
1.87M
$136M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.85K+ 78.91% |
$267K - $330K
|
11K
$804K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.66K- 59.27% |
$367K - $454K
|
4.58K
$335K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$793K - $980K
|
14.4K
$1.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.74K+ 3.63% |
$151K - $187K
|
78.2K
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.72K- 27.94% |
$95K - $117K
|
4.44K
$325K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.18K+ 37.88% |
$230K - $285K
|
15.2K
$1.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
3.58KNew |
$197K - $244K
|
3.58K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.84K- 9.78% |
$267K - $330K
|
44.7K
$3.27M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
198+ 2.69% |
$10.9K - $13.5K
|
7.56K
$553K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.78K+ 128.76% |
$264K - $326K
|
8.5K
$622K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
848+ 0.88% |
$46.8K - $57.8K
|
97.2K
$7.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-9.13K- 15.15% |
$504K - $622K
|
51.2K
$3.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
150New |
$8.27K - $10.2K
|
150
$11K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.36K+ 10.66% |
$130K - $161K
|
24.5K
$1.79M
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-136- 2.74% |
$7.5K - $9.26K
|
4.82K
$353K
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.72K+ 20.63% |
$150K - $185K
|
15.9K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
3.06KNew |
$169K - $209K
|
3.06K
$224K
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.42K+ 36.69% |
$409K - $505K
|
27.6K
$2.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.52K+ 63.43% |
$470K - $580K
|
21.9K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-1.81K- 2.06% |
$99.5K - $123K
|
85.6K
$6.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
167KNew |
$9.21M - $11.4M
|
167K
$12.2M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-850- 18.07% |
$46.9K - $57.9K
|
3.86K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
126+ 1.42% |
$6.95K - $8.58K
|
8.99K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
312+ 7.34% |
$17.2K - $21.3K
|
4.56K
$334K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 2.46% |
$1.6K - $1.98K
|
1.15K
$84.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.8K+ 39.63% |
$1.09M - $1.35M
|
69.7K
$5.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 8.77% |
$5.68M - $7.02M
|
1.28M
$93.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-28.8K- 59.46% |
$1.59M - $1.96M
|
19.6K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.5K+ 37.08% |
$636K - $786K
|
42.7K
$3.12M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.75KNew |
$262K - $323K
|
4.75K
$347K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-258- 1.93% |
$14.2K - $17.6K
|
13.1K
$959K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.28K+ 5.0% |
$291K - $359K
|
111K
$8.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.79K+ 71.27% |
$154K - $190K
|
6.71K
$491K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.11K+ 7.73% |
$117K - $144K
|
29.4K
$2.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.94K+ 167.89% |
$493K - $609K
|
14.3K
$1.04M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.67K+ 8.48% |
$91.8K - $113K
|
21.3K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 11.7% |
$924K - $1.14M
|
160K
$11.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.72K+ 9.23% |
$94.6K - $117K
|
20.3K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.52K+ 15.8% |
$83.8K - $103K
|
11.1K
$814K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.78K- 41.31% |
$374K - $462K
|
9.63K
$705K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
31+ 1.61% |
$1.71K - $2.11K
|
1.96K
$144K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-63- 4.82% |
$3.47K - $4.29K
|
1.24K
$91K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-389- 23.82% |
$21.5K - $26.5K
|
1.24K
$91K
|