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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
91+ 151.67% |
$5.92K - $6.71K
|
151
$11K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20New |
$1.3K - $1.47K
|
20
$1.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.38KNew |
$155K - $176K
|
2.38K
$174K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-775- 3.49% |
$50.4K - $57.1K
|
21.4K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 1.58% |
$3.58K - $4.05K
|
3.53K
$258K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
62KNew |
$4.04M - $4.57M
|
62K
$4.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.04% |
$65.1 - $73.7
|
97
$7.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-68- 6.81% |
$4.43K - $5.01K
|
931
$68.1K
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$4.76K - $5.37K
|
80
$5.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.2K- 48.82% |
$369K - $416K
|
6.5K
$476K
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
25.7KNew |
$1.53M - $1.72M
|
25.7K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.76KNew |
$223K - $252K
|
3.76K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.28KNew |
$254K - $287K
|
4.28K
$313K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
225New |
$13.4K - $15.1K
|
225
$16.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
533New |
$31.7K - $35.8K
|
533
$39K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
933+ 2.73% |
$55.5K - $62.6K
|
35.1K
$2.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2New |
$119 - $134
|
2
$146
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.38KNew |
$201K - $227K
|
3.38K
$248K
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
67.4KNew |
$4.01M - $4.53M
|
67.4K
$4.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
701KNew |
$41.7M - $47.1M
|
701K
$51.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77New |
$4.58K - $5.17K
|
77
$5.63K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151K+ 179.68% |
$8.99M - $10.1M
|
235K
$17.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.4K+ 62.56% |
$2.88M - $3.25M
|
126K
$9.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21New |
$1.25K - $1.41K
|
21
$1.54K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 25.0% |
$893 - $1.01K
|
75
$5.49K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
389+ 9.73% |
$23.1K - $26.1K
|
4.39K
$321K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.88M - $2.12M
|
31.6K
$2.31M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124New |
$7.38K - $8.33K
|
124
$9.07K
|
|
| Q2 2024 | |||||||
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.87K+ 33.26% |
$161K - $177K
|
11.5K
$841K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$588K - $647K
|
10.5K
$767K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
428New |
$24K - $26.4K
|
428
$31.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10New |
$562 - $617
|
10
$732
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$1.12K - $1.23K
|
20
$1.46K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 222.22% |
$22.5K - $24.7K
|
580
$42.4K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 0.46% |
$3.37K - $3.74K
|
13.7K
$1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$829K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$491K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181New |
$9.83K - $10.9K
|
181
$13.2K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
274New |
$14.9K - $16.5K
|
274
$20K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-50- 16.67% |
$2.72K - $3.02K
|
250
$18.3K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-55Closed |
$2.99K - $3.32K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.23% |
$217 - $241
|
1.73K
$127K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.85K+ 22.94% |
$87.3K - $94.6K
|
9.9K
$724K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$47.3 - $51.2
|
405
$29.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.15KClosed |
$102K - $110K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.42K- 10.1% |
$67.2K - $72.8K
|
12.6K
$925K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.1KNew |
$1.71M - $1.85M
|
36.1K
$2.64M
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.82KNew |
$341K - $379K
|
7.82K
$572K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
135New |
$5.93K - $6.83K
|
135
$9.88K
|
|