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 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
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
17KNew |
$1.02M - $1.19M
|
17K
$1.16M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
16.4KNew |
$984K - $1.15M
|
16.4K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.4KNew |
$864K - $1.01M
|
14.4K
$983K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
14.1K+ 38.09% |
$847K - $990K
|
51.2K
$3.5M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4KNew |
$805K - $940K
|
13.4K
$916K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
11.5K+ 15.1% |
$688K - $803K
|
87.4K
$5.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.9K+ 62.31% |
$655K - $765K
|
28.5K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.6K+ 15.07% |
$639K - $746K
|
81.3K
$5.55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.2K+ 33.52% |
$612K - $715K
|
40.7K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
10.2K+ 46.04% |
$612K - $715K
|
32.4K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.48K+ 23.46% |
$569K - $664K
|
49.9K
$3.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
9.44K+ 7.62% |
$566K - $661K
|
133K
$9.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.41K+ 5.41% |
$564K - $659K
|
183K
$12.5M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.07K+ 26.62% |
$544K - $635K
|
43.2K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.6KNew |
$516K - $602K
|
8.6K
$587K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.34KNew |
$500K - $584K
|
8.34K
$569K
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.92K+ 96.58% |
$475K - $554K
|
16.1K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
7.78K+ 19.01% |
$467K - $545K
|
48.7K
$3.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.58K+ 12.32% |
$455K - $531K
|
69.1K
$4.72M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.14K+ 38.28% |
$428K - $500K
|
25.8K
$1.76M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7.07K+ 362.89% |
$424K - $495K
|
9.02K
$615K
|
|
|
May 05, 2025
Q1 2025
|
Peterson Wealth Services
|
BUY
|
- |
6.69KNew |
$401K - $469K
|
6.69K
$456K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.42K+ 26.0% |
$385K - $450K
|
31.1K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.25KNew |
$375K - $437K
|
6.25K
$426K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.16KNew |
$370K - $432K
|
6.16K
$421K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$347K - $405K
|
5.79K
$395K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.46K+ 7.74% |
$327K - $382K
|
76K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.36K+ 15.04% |
$321K - $375K
|
41K
$2.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.22K+ 86.71% |
$313K - $365K
|
11.2K
$767K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19KNew |
$311K - $363K
|
5.19K
$354K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.96K+ 185.52% |
$297K - $347K
|
7.63K
$520K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 5.09% |
$283K - $330K
|
97.4K
$6.65M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.58K+ 11.3% |
$274K - $320K
|
45.1K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.23KNew |
$253K - $296K
|
4.23K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
4.05KNew |
$243K - $284K
|
4.05K
$276K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.05K+ 78.44% |
$243K - $284K
|
9.22K
$629K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 9.34% |
$229K - $267K
|
44.7K
$3.05M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.76KNew |
$226K - $264K
|
3.76K
$257K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.57K+ 81.77% |
$214K - $250K
|
7.93K
$541K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$207K - $242K
|
3.46K
$236K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
3.45K+ 21.34% |
$207K - $242K
|
19.6K
$1.34M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.29KNew |
$197K - $230K
|
3.29K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
BUY
|
- |
2.64K+ 16.33% |
$158K - $185K
|
18.8K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.6K+ 43.12% |
$156K - $182K
|
8.63K
$589K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.5K+ 166.67% |
$150K - $175K
|
4K
$273K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.21K+ 16.04% |
$133K - $155K
|
16K
$1.09M
|