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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
407K+ 339490.84% |
$22.1M - $24.6M
|
408K
$24.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
200KNew |
$10.9M - $12.1M
|
200K
$12M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 28.38% |
$10.8M - $12M
|
903K
$54.2M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
86.2K+ 1082.21% |
$4.68M - $5.2M
|
94.1K
$5.65M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
73.4KNew |
$3.99M - $4.43M
|
73.4K
$4.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 22.34% |
$1.17M - $1.3M
|
118K
$7.07M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19KNew |
$1.03M - $1.15M
|
19K
$1.14M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.7KNew |
$960K - $1.07M
|
17.7K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.1K+ 40.84% |
$927K - $1.03M
|
58.9K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.5KNew |
$895K - $994K
|
16.5K
$989K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
14.9KNew |
$807K - $896K
|
14.9K
$892K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.7K+ 5.28% |
$799K - $888K
|
293K
$17.6M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.7K+ 29.61% |
$744K - $826K
|
59.9K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1K+ 216.15% |
$660K - $732K
|
17.8K
$1.07M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$608K - $675K
|
11.2K
$672K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.34K+ 12.4% |
$507K - $563K
|
84.7K
$5.09M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.77K+ 10.32% |
$422K - $469K
|
83.1K
$4.99M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.19K+ 15.9% |
$390K - $433K
|
52.4K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$383K - $425K
|
7.05K
$423K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.81K+ 45.22% |
$370K - $411K
|
21.9K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$403K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.68K+ 11.53% |
$363K - $403K
|
64.6K
$3.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.58K+ 67.64% |
$358K - $397K
|
16.3K
$980K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 26.34% |
$353K - $392K
|
31.2K
$1.87M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.28K+ 13.51% |
$341K - $379K
|
52.8K
$3.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$680K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.9K+ 135.49% |
$266K - $295K
|
8.51K
$511K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.78KNew |
$260K - $288K
|
4.78K
$287K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.62K+ 77.56% |
$251K - $279K
|
10.6K
$635K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.22KNew |
$229K - $255K
|
4.22K
$254K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$214K - $237K
|
3.93K
$236K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$190K - $211K
|
3.5K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8K+ 25.76% |
$152K - $169K
|
13.7K
$821K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.11K+ 109.52% |
$114K - $127K
|
4.03K
$242K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4KNew |
$76.1K - $84.4K
|
1.4K
$84.1K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 10.29% |
$73.8K - $81.9K
|
14.6K
$874K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
689+ 1.25% |
$37.4K - $41.6K
|
55.9K
$3.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
499+ 0.44% |
$27.1K - $30.1K
|
115K
$6.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
312+ 48.83% |
$17K - $18.8K
|
951
$57.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
274New |
$14.9K - $16.5K
|
274
$16.5K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
237+ 1.55% |
$12.9K - $14.3K
|
15.6K
$935K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
230+ 135.29% |
$12.5K - $13.9K
|
400
$24K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
200+ 2.93% |
$10.9K - $12.1K
|
7.02K
$421K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181New |
$9.83K - $10.9K
|
181
$10.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
180New |
$9.78K - $10.9K
|
180
$10.8K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
160+ 1.3% |
$8.69K - $9.65K
|
12.5K
$751K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
93+ 0.93% |
$5.05K - $5.61K
|
10K
$603K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 0.46% |
$3.37K - $3.74K
|
13.7K
$820K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
60New |
$3.26K - $3.62K
|
60
$3.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
32+ 0.14% |
$1.74K - $1.93K
|
22.9K
$1.38M
|
|