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 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
606New |
$33.4K - $41.3K
|
606
$44.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-730- 4.57% |
$40.3K - $49.7K
|
15.3K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77.8KNew |
$4.29M - $5.3M
|
77.8K
$5.69M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-110- 66.67% |
$6.07K - $7.49K
|
55
$4.02K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.02KNew |
$167K - $206K
|
3.02K
$221K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.6K+ 21.06% |
$803K - $991K
|
83.7K
$6.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-69- 1.99% |
$3.81K - $4.7K
|
3.39K
$248K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
76.2K+ 774.77% |
$4.2M - $5.19M
|
86K
$6.29M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.75K+ 1315.04% |
$96.5K - $119K
|
1.88K
$138K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.93K+ 20.89% |
$492K - $608K
|
51.7K
$3.78M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-27.1K- 83.84% |
$1.5M - $1.85M
|
5.23K
$383K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
33.1KNew |
$1.83M - $2.26M
|
33.1K
$2.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.42K+ 3.15% |
$244K - $301K
|
145K
$10.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
53.4K+ 1657.07% |
$2.95M - $3.64M
|
56.6K
$4.14M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
21.9KNew |
$1.21M - $1.49M
|
21.9K
$1.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.84KNew |
$432K - $534K
|
7.84K
$573K
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.88KNew |
$324K - $400K
|
5.88K
$430K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
5.08K+ 35.73% |
$280K - $346K
|
19.3K
$1.41M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
867+ 8.44% |
$47.8K - $59.1K
|
11.1K
$815K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.75K- 9.32% |
$96.7K - $119K
|
17K
$1.25M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.9K+ 4.15% |
$3.47M - $4.28M
|
1.58M
$116M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
183+ 3.79% |
$10.1K - $12.5K
|
5.02K
$367K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
134+ 2.0% |
$7.39K - $9.13K
|
6.82K
$499K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.94% |
$938 - $1.16K
|
894
$65.4K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117K+ 145.98% |
$6.46M - $7.97M
|
197K
$14.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
900New |
$49.6K - $61.3K
|
900
$65.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.12% |
$110 - $136
|
1.68K
$123K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
971+ 29.5% |
$53.6K - $66.1K
|
4.26K
$312K
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
6.23K+ 4.68% |
$344K - $425K
|
139K
$10.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
590New |
$32.5K - $40.2K
|
590
$43.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
776+ 14.5% |
$42.8K - $52.9K
|
6.13K
$448K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 46.26% |
$61.3K - $75.7K
|
1.29K
$94.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.8KNew |
$651K - $804K
|
11.8K
$863K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.31K- 24.49% |
$403K - $498K
|
22.5K
$1.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64.7K- 89.88% |
$3.57M - $4.4M
|
7.28K
$533K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
473+ 12.39% |
$26.1K - $32.2K
|
4.29K
$314K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.36K- 5.98% |
$75K - $92.6K
|
21.4K
$1.56M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72KNew |
$205K - $253K
|
3.72K
$272K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.48K+ 2.16% |
$413K - $510K
|
354K
$25.9M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.14K+ 6.13% |
$173K - $214K
|
54.4K
$3.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
160New |
$8.82K - $10.9K
|
160
$11.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.5K+ 27.06% |
$138K - $170K
|
11.7K
$857K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 48.71% |
$224K - $277K
|
4.28K
$313K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.06K+ 6.57% |
$444K - $549K
|
131K
$9.55M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.93K- 99.64% |
$107K - $132K
|
7
$512
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.03KNew |
$388K - $479K
|
7.03K
$515K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10.1KNew |
$555K - $686K
|
10.1K
$737K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.6K- 2.77% |
$584K - $721K
|
372K
$27.2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.59K+ 14.41% |
$143K - $176K
|
20.5K
$1.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-470- 25.66% |
$25.9K - $32K
|
1.36K
$99.6K
|