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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 31.78% |
$128K - $150K
|
8.86K
$605K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.07K+ 18.63% |
$124K - $145K
|
13.2K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 13.75% |
$115K - $135K
|
15.9K
$1.09M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.83KNew |
$110K - $128K
|
1.83K
$125K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
1.82K+ 21.59% |
$109K - $128K
|
10.3K
$701K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.57K+ 9.83% |
$94.1K - $110K
|
17.5K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.49K+ 30.25% |
$89.4K - $104K
|
6.42K
$438K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 152.79% |
$87.1K - $102K
|
2.4K
$164K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.34K+ 1.8% |
$80.1K - $93.5K
|
75.5K
$5.15M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.1K+ 11.2% |
$65.7K - $76.7K
|
10.9K
$742K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.1K+ 30.33% |
$65.7K - $76.7K
|
4.71K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.08K+ 5.04% |
$65K - $75.9K
|
22.6K
$1.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.08KNew |
$64.8K - $75.6K
|
1.08K
$73.7K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 6.09% |
$61.8K - $72.2K
|
17.9K
$1.22M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
795+ 7.07% |
$47.7K - $55.7K
|
12K
$822K
|
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
771+ 1.62% |
$46.2K - $54K
|
48.4K
$3.3M
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
750New |
$45K - $52.5K
|
750
$51.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
679+ 3.79% |
$40.7K - $47.6K
|
18.6K
$1.27M
|
|
|
Jun 20, 2025
Q1 2025
|
Real Talk Capital, LLC
Franklin, TN |
BUY
|
- |
641+ 10.38% |
$38.4K - $44.9K
|
6.82K
$465K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
607+ 6.58% |
$36.4K - $42.5K
|
9.84K
$671K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
411+ 3.87% |
$24.6K - $28.8K
|
11K
$752K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
383+ 1.42% |
$23K - $26.8K
|
27.3K
$1.86M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
318+ 0.65% |
$19.1K - $22.3K
|
49.5K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
306New |
$18.4K - $21.4K
|
306
$20.9K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
294+ 48.84% |
$17.6K - $20.6K
|
896
$61.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
253New |
$15.2K - $17.7K
|
253
$17.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
237+ 6.44% |
$14.2K - $16.6K
|
3.92K
$267K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
140+ 7.77% |
$8.4K - $9.8K
|
1.94K
$132K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
134+ 1.01% |
$8.04K - $9.38K
|
13.4K
$912K
|
|
|
Jul 15, 2025
Q1 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
116+ 0.67% |
$6.96K - $8.12K
|
17.4K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
90+ 6.17% |
$5.4K - $6.3K
|
1.55K
$106K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
86+ 4.66% |
$5.16K - $6.02K
|
1.93K
$132K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
73+ 1.45% |
$4.38K - $5.11K
|
5.09K
$347K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
44+ 0.6% |
$2.64K - $3.08K
|
7.37K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
23+ 20.91% |
$1.38K - $1.61K
|
133
$9.07K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
20New |
$1.2K - $1.4K
|
20
$1.36K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
13+ 0.13% |
$780 - $910
|
9.8K
$668K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
5+ 0.3% |
$300 - $350
|
1.68K
$115K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2+ 0.5% |
$120 - $140
|
403
$27.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.9K+ 56.27% |
$5.92M - $6.7M
|
252K
$17.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
74.5KNew |
$4.85M - $5.5M
|
74.5K
$5.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
62KNew |
$4.04M - $4.57M
|
62K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58.5KNew |
$3.81M - $4.31M
|
58.5K
$3.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27.5K+ 121.87% |
$1.79M - $2.03M
|
50.1K
$3.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.4K+ 126.6% |
$805K - $912K
|
22.1K
$1.51M
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
10KNew |
$653K - $739K
|
10K
$684K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
9.72KNew |
$632K - $716K
|
9.72K
$663K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
6.71K+ 20.58% |
$437K - $495K
|
39.3K
$2.68M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.26K+ 20.46% |
$342K - $388K
|
31K
$2.11M
|
|