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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-194- 14.95% |
$8.7K - $9.99K
|
1.1K
$80.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36KNew |
$60.8K - $69.9K
|
1.36K
$99.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.19KNew |
$53.2K - $61.1K
|
1.19K
$86.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
69+ 100.0% |
$3.09K - $3.55K
|
138
$10.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.69K+ 13.99% |
$210K - $241K
|
38.2K
$2.79M
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-7- 5.65% |
$298 - $363
|
117
$8.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-51- 4.11% |
$2.17K - $2.64K
|
1.19K
$87K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 22.73% |
$1.07K - $1.3K
|
85
$6.22K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$42.6 - $51.8
|
419
$30.7K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.15KClosed |
$223K - $271K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6KClosed |
$850K - $1.03M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 3.24% |
$4.54K - $5.52K
|
3.14K
$229K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-146- 1.97% |
$6.32K - $7.67K
|
7.25K
$531K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-731Closed |
$31.6K - $38.4K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
200New |
$8.66K - $10.5K
|
200
$14.6K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$17.3K - $21K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
125New |
$6.06K - $7.18K
|
125
$9.15K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150New |
$7.27K - $8.62K
|
150
$11K
|
|
| Q4 2021 | |||||||
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.73KClosed |
$90.8K - $106K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.27K- 10.0% |
$164K - $180K
|
29.5K
$2.16M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.98KClosed |
$249K - $274K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
35New |
$1.75K - $1.92K
|
35
$2.56K
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-12.5KClosed |
$595K - $703K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 25.0% |
$9.51K - $11.2K
|
600
$43.9K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-303Closed |
$14.4K - $17K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$648K - $766K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
55New |
$2.61K - $3.09K
|
55
$4.02K
|
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8.86KClosed |
$420K - $497K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.44KClosed |
$210K - $249K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9KClosed |
$564K - $668K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-80Closed |
$2.12K - $3.06K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-550Closed |
$14.6K - $21K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.13KClosed |
$30K - $43.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
275+ 157.14% |
$6.9K - $11.5K
|
450
$32.9K
|
|
| Q3 2019 | |||||||
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.37KClosed |
$125K - $130K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 26, 2019
Q2 2019
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.35KClosed |
$222K - $244K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 13, 2019
Q4 2018
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-79.5KClosed |
$2.28M - $3.1M
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-300Closed |
$11K - $12.2K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
24.6KNew |
$904K - $1M
|
24.6K
$1.8M
|
|
|
Oct 24, 2018
Q3 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-40Closed |
$1.47K - $1.63K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$32.1 - $38.7
|
1
$73.2
|
|