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 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
843+ 21.43% |
$47.3K - $52K
|
4.78K
$315K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
681+ 4.58% |
$38.2K - $42K
|
15.5K
$1.02M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
593+ 5.14% |
$33.3K - $36.6K
|
12.1K
$799K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
521+ 6.12% |
$29.3K - $32.2K
|
9.03K
$595K
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
477+ 4.75% |
$26.8K - $29.4K
|
10.5K
$693K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
428New |
$24K - $26.4K
|
428
$28.2K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 222.22% |
$22.5K - $24.7K
|
580
$38.2K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
312+ 1.46% |
$17.5K - $19.3K
|
21.7K
$1.43M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
190New |
$10.7K - $11.7K
|
190
$12.5K
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
35+ 3.67% |
$1.97K - $2.16K
|
989
$65.1K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26New |
$1.46K - $1.6K
|
26
$1.71K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$1.12K - $1.23K
|
20
$1.32K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$1.01K - $1.11K
|
12.5K
$825K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
14New |
$786 - $864
|
14
$922
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10New |
$562 - $617
|
10
$659
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$442K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$746K
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$190K - $211K
|
3.5K
$231K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.11K+ 109.52% |
$114K - $127K
|
4.03K
$265K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
312+ 48.83% |
$17K - $18.8K
|
951
$62.6K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
274New |
$14.9K - $16.5K
|
274
$18K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
200+ 2.93% |
$10.9K - $12.1K
|
7.02K
$462K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181New |
$9.83K - $10.9K
|
181
$11.9K
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 0.46% |
$3.37K - $3.74K
|
13.7K
$900K
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
60New |
$3.26K - $3.62K
|
60
$3.95K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37+ 0.69% |
$2.01K - $2.23K
|
5.36K
$353K
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.32K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.32K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6New |
$326 - $362
|
6
$395
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.23% |
$217 - $241
|
1.73K
$114K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 230.7% |
$701K - $889K
|
22.2K
$1.46M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$346K - $439K
|
7.64K
$503K
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
4KNew |
$181K - $230K
|
4K
$263K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.1KNew |
$1.71M - $1.85M
|
36.1K
$2.38M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.85K+ 22.94% |
$87.3K - $94.6K
|
9.9K
$652K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$47.3 - $51.2
|
405
$26.7K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.82KNew |
$341K - $379K
|
7.82K
$515K
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
5.9KNew |
$257K - $286K
|
5.9K
$389K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.05% |
$43.6 - $48.5
|
96
$6.32K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
135New |
$5.93K - $6.83K
|
135
$8.89K
|
|
Q4 2022 | |||||||
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.69K+ 13.99% |
$210K - $241K
|
38.2K
$2.51M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36KNew |
$60.8K - $69.9K
|
1.36K
$89.4K
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.19KNew |
$53.2K - $61.1K
|
1.19K
$78.1K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
69+ 100.0% |
$3.09K - $3.55K
|
138
$9.09K
|
|
Q3 2022 | |||||||
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$42.6 - $51.8
|
419
$27.6K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.69K+ 381.18% |
$376K - $456K
|
11K
$722K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
946New |
$40.9K - $49.7K
|
946
$62.3K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
200New |
$8.66K - $10.5K
|
200
$13.2K
|
|
Q1 2022 | |||||||
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150New |
$7.27K - $8.62K
|
150
$9.88K
|