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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
72K+ 21.07% |
$5.09M - $5.33M
|
414K
$29.3M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
52.9K+ 70.75% |
$3.74M - $3.92M
|
128K
$9.06M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27.8K+ 79.6% |
$1.97M - $2.06M
|
62.8K
$4.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 187.35% |
$947K - $991K
|
20.5K
$1.46M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
9.99KNew |
$707K - $739K
|
9.99K
$708K
|
|
|
Jan 27, 2026
Q4 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
9.99KNew |
$707K - $739K
|
9.99K
$708K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.75K+ 22.06% |
$548K - $574K
|
42.9K
$3.04M
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.36K+ 85.05% |
$521K - $545K
|
16K
$1.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.81K+ 23.04% |
$411K - $430K
|
31K
$2.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.12KNew |
$362K - $379K
|
5.12K
$363K
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
4.34K+ 34.49% |
$307K - $322K
|
16.9K
$1.2M
|
|
|
Jan 26, 2026
Q4 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.76KNew |
$266K - $278K
|
3.76K
$267K
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
3.75K+ 3.67% |
$265K - $278K
|
106K
$7.51M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.53K+ 30.75% |
$249K - $261K
|
15K
$1.06M
|
|
|
Jan 23, 2026
Q4 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.32K+ 1.69% |
$235K - $246K
|
200K
$14.2M
|
|
|
Jan 28, 2026
Q4 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.87K+ 4.62% |
$203K - $213K
|
65.1K
$4.62M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$198K
|
|
|
Jan 28, 2026
Q4 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
2.29K+ 2.27% |
$162K - $169K
|
103K
$7.32M
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.98K+ 21.57% |
$140K - $147K
|
11.2K
$793K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.49K+ 2.35% |
$106K - $110K
|
65.1K
$4.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 0.55% |
$81.5K - $85.3K
|
210K
$14.9M
|
|
|
Jan 27, 2026
Q4 2025
|
Wealth Enhancement Trust Services, Inc.
Sioux Falls, SD |
BUY
|
- |
1.06KNew |
$74.7K - $78.1K
|
1.06K
$74.8K
|
|
|
Jan 27, 2026
Q4 2025
|
Pfg Advisors
|
BUY
|
- |
1.01K+ 3.45% |
$71.3K - $74.6K
|
30.2K
$2.14M
|
|
|
Jan 28, 2026
Q4 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
910+ 1.04% |
$64.4K - $67.4K
|
88.7K
$6.29M
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
846+ 5.74% |
$59.9K - $62.6K
|
15.6K
$1.11M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
823+ 6.4% |
$58.2K - $60.9K
|
13.7K
$971K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
503+ 4.22% |
$35.6K - $37.2K
|
12.4K
$881K
|
|
|
Jan 26, 2026
Q4 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
467+ 2.97% |
$33K - $34.6K
|
16.2K
$1.15M
|
|
|
Jan 28, 2026
Q4 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
466+ 3.4% |
$33K - $34.5K
|
14.2K
$1M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
394+ 0.82% |
$27.9K - $29.2K
|
48.3K
$3.43M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
298+ 8.46% |
$21.1K - $22.1K
|
3.82K
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
278+ 2.6% |
$19.7K - $20.6K
|
11K
$779K
|
|
|
Jan 28, 2026
Q4 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
267+ 3.65% |
$18.9K - $19.8K
|
7.58K
$538K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
180+ 1.29% |
$12.7K - $13.3K
|
14.2K
$1M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
102+ 7.14% |
$7.22K - $7.55K
|
1.53K
$109K
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 4.38% |
$6.09K - $6.37K
|
2.05K
$145K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
41+ 3.13% |
$2.9K - $3.04K
|
1.35K
$95.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29+ 0.26% |
$2.05K - $2.15K
|
11.3K
$804K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
19New |
$1.34K - $1.41K
|
19
$1.35K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$142 - $148
|
2
$142
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.17% |
$70.8 - $74
|
592
$42K
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $74
|
3.14K
$222K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 28.44% |
$19.7M - $21.8M
|
1.33M
$94.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 12.83% |
$16.1M - $17.8M
|
2.1M
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 45.5% |
$16M - $17.7M
|
762K
$54M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 68.56% |
$12.1M - $13.4M
|
444K
$31.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
90.4K+ 58.99% |
$6.07M - $6.72M
|
244K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
87.4KNew |
$5.86M - $6.49M
|
87.4K
$6.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
69.9K+ 1473.39% |
$4.69M - $5.2M
|
74.7K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.8K+ 14.89% |
$4.41M - $4.88M
|
507K
$36M
|
|