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 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.33K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.23% |
$217 - $241
|
1.73K
$115K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 230.7% |
$701K - $889K
|
22.2K
$1.47M
|
|
| Q3 2023 | |||||||
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.1KNew |
$1.71M - $1.85M
|
36.1K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.85K+ 22.94% |
$87.3K - $94.6K
|
9.9K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$47.3 - $51.2
|
405
$26.9K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.82KNew |
$341K - $379K
|
7.82K
$519K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.05% |
$43.6 - $48.5
|
96
$6.37K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
135New |
$5.93K - $6.83K
|
135
$8.96K
|
|
| Q4 2022 | |||||||
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.69K+ 13.99% |
$210K - $241K
|
38.2K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36KNew |
$60.8K - $69.9K
|
1.36K
$90.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.19KNew |
$53.2K - $61.1K
|
1.19K
$78.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
69+ 100.0% |
$3.09K - $3.55K
|
138
$9.16K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$42.6 - $51.8
|
419
$27.8K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
946New |
$40.9K - $49.7K
|
946
$62.8K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
200New |
$8.66K - $10.5K
|
200
$13.3K
|
|
| Q1 2022 | |||||||
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150New |
$7.27K - $8.62K
|
150
$9.96K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
125New |
$6.06K - $7.18K
|
125
$8.3K
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
35New |
$1.75K - $1.92K
|
35
$2.32K
|
|
| Q1 2021 | |||||||
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
55New |
$2.61K - $3.09K
|
55
$3.65K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
275+ 157.14% |
$6.9K - $11.5K
|
450
$29.9K
|
|
| Q1 2019 | |||||||
|
Apr 30, 2019
Q1 2019
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
598New |
$18K - $22.4K
|
598
$39.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
24.6KNew |
$904K - $1M
|
24.6K
$1.63M
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$32.1 - $38.7
|
1
$66.4
|
|