Latest Institutional Purchases of Invesco S&P Smallcap Momentum (XSMO)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Momentum (XSMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
627K+ 154.42% |
$34.6M - $42.7M
|
1.03M
$70.7M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
324KNew |
$17.9M - $22.1M
|
324K
$22.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288K+ 50.81% |
$15.9M - $19.6M
|
856K
$58.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
167KNew |
$9.21M - $11.4M
|
167K
$11.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 54.64% |
$9.01M - $11.1M
|
463K
$31.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
120KNew |
$6.62M - $8.17M
|
120K
$8.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117K+ 145.98% |
$6.46M - $7.97M
|
197K
$13.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 8.77% |
$5.68M - $7.02M
|
1.28M
$87.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92K+ 5.19% |
$5.07M - $6.27M
|
1.87M
$128M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.5K+ 21.61% |
$4.33M - $5.35M
|
442K
$30.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77.8KNew |
$4.29M - $5.3M
|
77.8K
$5.32M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
76.2K+ 774.77% |
$4.2M - $5.19M
|
86K
$5.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
70KNew |
$3.86M - $4.77M
|
70K
$4.79M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.9K+ 4.15% |
$3.47M - $4.28M
|
1.58M
$108M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
53.4K+ 1657.07% |
$2.95M - $3.64M
|
56.6K
$3.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.6K+ 52.23% |
$2.9M - $3.58M
|
153K
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
47.2K+ 302.95% |
$2.6M - $3.21M
|
62.7K
$4.29M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
34.4KNew |
$1.9M - $2.34M
|
34.4K
$2.35M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
33.1KNew |
$1.83M - $2.26M
|
33.1K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.8KNew |
$1.81M - $2.23M
|
32.8K
$2.24M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
27.5K+ 191.27% |
$1.52M - $1.87M
|
41.9K
$2.87M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 5.33% |
$1.46M - $1.81M
|
524K
$35.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 11.76% |
$1.27M - $1.57M
|
219K
$15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 18.19% |
$1.21M - $1.5M
|
143K
$9.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
21.9KNew |
$1.21M - $1.49M
|
21.9K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.8K+ 11.13% |
$1.2M - $1.48M
|
218K
$14.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.8K+ 39.63% |
$1.09M - $1.35M
|
69.7K
$4.77M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
17KNew |
$938K - $1.16M
|
17K
$1.16M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 11.7% |
$924K - $1.14M
|
160K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.5K+ 183.04% |
$910K - $1.12M
|
25.5K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8KNew |
$816K - $1.01M
|
14.8K
$1.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.6K+ 21.06% |
$803K - $991K
|
83.7K
$5.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$793K - $980K
|
14.4K
$984K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
14.2KNew |
$785K - $970K
|
14.2K
$973K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 80.76% |
$756K - $934K
|
30.7K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 560.77% |
$735K - $908K
|
15.7K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13K+ 19.88% |
$718K - $887K
|
78.5K
$5.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12KNew |
$663K - $819K
|
12K
$822K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.8KNew |
$651K - $804K
|
11.8K
$807K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.5K+ 37.08% |
$636K - $786K
|
42.7K
$2.92M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$599K - $740K
|
10.9K
$743K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10.1KNew |
$555K - $686K
|
10.1K
$689K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.59KNew |
$529K - $653K
|
9.59K
$656K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.94K+ 167.89% |
$493K - $609K
|
14.3K
$976K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.93K+ 20.89% |
$492K - $608K
|
51.7K
$3.53M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.75KNew |
$483K - $596K
|
8.75K
$599K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.52K+ 63.43% |
$470K - $580K
|
21.9K
$1.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.06K+ 6.57% |
$444K - $549K
|
131K
$8.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.84KNew |
$432K - $534K
|
7.84K
$536K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.51KNew |
$414K - $512K
|
7.51K
$514K
|