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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 54.64% |
$9.01M - $11.1M
|
463K
$31.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
70KNew |
$3.86M - $4.77M
|
70K
$4.78M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
47.2K+ 302.95% |
$2.6M - $3.21M
|
62.7K
$4.28M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
34.4KNew |
$1.9M - $2.34M
|
34.4K
$2.35M
|
|
|
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
$2.86M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 11.76% |
$1.27M - $1.57M
|
219K
$15M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
17KNew |
$938K - $1.16M
|
17K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13K+ 19.88% |
$718K - $887K
|
78.5K
$5.36M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.75KNew |
$483K - $596K
|
8.75K
$597K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.51KNew |
$414K - $512K
|
7.51K
$513K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.81KNew |
$375K - $463K
|
6.81K
$464K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.88KNew |
$269K - $333K
|
4.88K
$333K
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
4.29K+ 1.54% |
$236K - $292K
|
282K
$19.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.86KNew |
$213K - $263K
|
3.86K
$263K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.75K+ 82.93% |
$207K - $255K
|
8.27K
$564K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.49K+ 1.73% |
$192K - $238K
|
205K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$173K - $213K
|
3.13K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$172K - $212K
|
3.11K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.8K+ 60.88% |
$154K - $191K
|
7.39K
$504K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.34K+ 7.79% |
$129K - $159K
|
32.3K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
975+ 7.76% |
$53.8K - $66.4K
|
13.5K
$924K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
850+ 3.54% |
$46.9K - $57.9K
|
24.9K
$1.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
571+ 3.73% |
$31.5K - $38.9K
|
15.9K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 8.42% |
$13K - $16K
|
3.03K
$206K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
212+ 3.0% |
$11.7K - $14.4K
|
7.28K
$497K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
85+ 50.0% |
$4.69K - $5.79K
|
255
$17.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$3.25K - $4.02K
|
59
$4.02K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59+ 0.53% |
$3.25K - $4.02K
|
11.2K
$764K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.23% |
$2.76K - $3.41K
|
21.4K
$1.46M
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
475KNew |
$28.5M - $33.3M
|
475K
$32.4M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
212K+ 157.74% |
$12.7M - $14.9M
|
347K
$23.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
184K+ 102.21% |
$11M - $12.9M
|
363K
$24.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 13.2% |
$10.6M - $12.4M
|
1.52M
$104M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
143K+ 13.84% |
$8.57M - $10M
|
1.18M
$80.2M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
105K+ 38.04% |
$6.32M - $7.38M
|
382K
$26.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
79.1K+ 366.95% |
$4.74M - $5.54M
|
101K
$6.87M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
77.1KNew |
$4.62M - $5.4M
|
77.1K
$5.26M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
76.7KNew |
$4.6M - $5.37M
|
76.7K
$5.23M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
69.9K+ 136.58% |
$4.19M - $4.89M
|
121K
$8.26M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
54.7KNew |
$3.28M - $3.83M
|
54.7K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.9K+ 91.68% |
$2.69M - $3.15M
|
93.9K
$6.41M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
37.1KNew |
$2.22M - $2.6M
|
37.1K
$2.53M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
30.8KNew |
$1.85M - $2.16M
|
30.8K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
29K+ 26.08% |
$1.74M - $2.03M
|
140K
$9.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
27.1K+ 138.03% |
$1.62M - $1.9M
|
46.7K
$3.18M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
24.9K+ 139.35% |
$1.49M - $1.74M
|
42.7K
$2.91M
|
|
|
May 13, 2025
Q1 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
20.2KNew |
$1.21M - $1.42M
|
20.2K
$1.38M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
19.5KNew |
$1.17M - $1.36M
|
19.5K
$1.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 18.32% |
$1.14M - $1.33M
|
123K
$8.36M
|
|