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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.47KNew |
$226K - $256K
|
3.47K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$202K - $229K
|
3.1K
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.07KNew |
$200K - $226K
|
3.07K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.96K+ 23.53% |
$193K - $218K
|
15.6K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.38KNew |
$155K - $176K
|
2.38K
$163K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.02K+ 61.25% |
$132K - $149K
|
5.33K
$363K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.07K+ 19.37% |
$69.4K - $78.7K
|
6.58K
$449K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
361+ 440.24% |
$23.5K - $26.6K
|
443
$30.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
339New |
$22.1K - $25K
|
339
$23.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
200New |
$13K - $14.7K
|
200
$13.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
140+ 4.5% |
$9.11K - $10.3K
|
3.25K
$222K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
103New |
$6.7K - $7.59K
|
103
$7.03K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
91+ 151.67% |
$5.92K - $6.71K
|
151
$10.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 1.58% |
$3.58K - $4.05K
|
3.53K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
47+ 2.96% |
$3.06K - $3.46K
|
1.63K
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
25New |
$1.63K - $1.84K
|
25
$1.71K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20New |
$1.3K - $1.47K
|
20
$1.36K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.04% |
$65.1 - $73.7
|
97
$6.62K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
701KNew |
$41.7M - $47.1M
|
701K
$47.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151K+ 179.68% |
$8.99M - $10.1M
|
235K
$16M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
67.4KNew |
$4.01M - $4.53M
|
67.4K
$4.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.4K+ 62.56% |
$2.88M - $3.25M
|
126K
$8.58M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.88M - $2.12M
|
31.6K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
25.7KNew |
$1.53M - $1.72M
|
25.7K
$1.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.28KNew |
$254K - $287K
|
4.28K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.01KNew |
$239K - $269K
|
4.01K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.76KNew |
$223K - $252K
|
3.76K
$256K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.38KNew |
$201K - $227K
|
3.38K
$231K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.06KNew |
$182K - $206K
|
3.06K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
933+ 2.73% |
$55.5K - $62.6K
|
35.1K
$2.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
533New |
$31.7K - $35.8K
|
533
$36.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
389+ 9.73% |
$23.1K - $26.1K
|
4.39K
$299K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
225New |
$13.4K - $15.1K
|
225
$15.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
165New |
$9.82K - $11.1K
|
165
$11.3K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124New |
$7.38K - $8.33K
|
124
$8.46K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$4.76K - $5.37K
|
80
$5.46K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77New |
$4.58K - $5.17K
|
77
$5.25K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21New |
$1.25K - $1.41K
|
21
$1.43K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 25.0% |
$893 - $1.01K
|
75
$5.12K
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.29% |
$595 - $671
|
3.51K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2New |
$119 - $134
|
2
$136
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.6K+ 103.23% |
$649K - $713K
|
22.7K
$1.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$588K - $647K
|
10.5K
$715K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
2.87K+ 33.26% |
$161K - $177K
|
11.5K
$784K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
428New |
$24K - $26.4K
|
428
$29.2K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 222.22% |
$22.5K - $24.7K
|
580
$39.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$1.12K - $1.23K
|
20
$1.36K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10New |
$562 - $617
|
10
$682
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$773K
|
|