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 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
30.8KNew |
$1.85M - $2.16M
|
30.8K
$2.1M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.5K+ 166.67% |
$150K - $175K
|
4K
$273K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.5K- 12.4% |
$3.45M - $4.03M
|
406K
$27.7M
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.07K+ 18.63% |
$124K - $145K
|
13.2K
$899K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-81.5K- 57.49% |
$4.89M - $5.71M
|
60.3K
$4.11M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3- 13.04% |
$180 - $210
|
20
$1.36K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.87K- 29.29% |
$232K - $271K
|
9.35K
$638K
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-453- 3.09% |
$27.2K - $31.7K
|
14.2K
$969K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
771+ 1.62% |
$46.2K - $54K
|
48.4K
$3.3M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 0.6% |
$2.64K - $3.08K
|
7.37K
$502K
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
411+ 3.87% |
$24.6K - $28.8K
|
11K
$752K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-37.1K- 90.89% |
$2.22M - $2.6M
|
3.71K
$253K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-663- 0.62% |
$39.8K - $46.4K
|
106K
$7.2M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-22- 0.44% |
$1.32K - $1.54K
|
4.96K
$338K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.79K- 5.16% |
$467K - $546K
|
143K
$9.76M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 2.4% |
$1.74K - $2.03K
|
1.18K
$80.4K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
140+ 7.77% |
$8.4K - $9.8K
|
1.94K
$132K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 1.45% |
$4.38K - $5.11K
|
5.09K
$347K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.42K+ 26.0% |
$385K - $450K
|
31.1K
$2.12M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.34KNew |
$500K - $584K
|
8.34K
$569K
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2+ 0.5% |
$120 - $140
|
403
$27.5K
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13+ 0.13% |
$780 - $910
|
9.8K
$668K
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
29K+ 26.08% |
$1.74M - $2.03M
|
140K
$9.57M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36.2K- 33.46% |
$2.17M - $2.53M
|
71.9K
$4.91M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
607+ 6.58% |
$36.4K - $42.5K
|
9.84K
$671K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
306New |
$18.4K - $21.4K
|
306
$20.9K
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.1K+ 11.2% |
$65.7K - $76.7K
|
10.9K
$742K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.05K+ 78.44% |
$243K - $284K
|
9.22K
$629K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 46.04% |
$612K - $715K
|
32.4K
$2.21M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.25KNew |
$375K - $437K
|
6.25K
$426K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.83KNew |
$110K - $128K
|
1.83K
$125K
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20New |
$1.2K - $1.4K
|
20
$1.36K
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.45K+ 21.34% |
$207K - $242K
|
19.6K
$1.34M
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-2.32K- 6.9% |
$139K - $162K
|
31.3K
$2.13M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.4K- 1.19% |
$1.28M - $1.5M
|
1.77M
$121M
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
2.64K+ 16.33% |
$158K - $185K
|
18.8K
$1.28M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.48K+ 23.46% |
$569K - $664K
|
49.9K
$3.4M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143K+ 13.84% |
$8.57M - $10M
|
1.18M
$80.2M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 139.35% |
$1.49M - $1.74M
|
42.7K
$2.91M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23+ 20.91% |
$1.38K - $1.61K
|
133
$9.07K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 4.66% |
$5.16K - $6.02K
|
1.93K
$132K
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
383+ 1.42% |
$23K - $26.8K
|
27.3K
$1.86M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.63K- 38.22% |
$158K - $184K
|
4.25K
$290K
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
6.69KNew |
$401K - $469K
|
6.69K
$456K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.6K+ 43.12% |
$156K - $182K
|
8.63K
$589K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.7K- 12.48% |
$824K - $962K
|
96.3K
$6.57M
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.82K+ 21.59% |
$109K - $128K
|
10.3K
$701K
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
77.1KNew |
$4.62M - $5.4M
|
77.1K
$5.26M
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.3% |
$300 - $350
|
1.68K
$115K
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
318+ 0.65% |
$19.1K - $22.3K
|
49.5K
$3.38M
|