Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-13.6K- 20.14% |
$762K - $838K
|
53.8K
$3.54M
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-7.37K- 5.45% |
$414K - $455K
|
128K
$8.43M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.76K- 1.28% |
$211K - $232K
|
290K
$19.1M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.57K- 31.56% |
$200K - $220K
|
7.74K
$510K
|
|
Jul 23, 2024
Q2 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-2.89K- 2.51% |
$162K - $178K
|
112K
$7.39M
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 5.63% |
$136K - $149K
|
40.4K
$2.66M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.19K- 84.79% |
$66.7K - $73.3K
|
213
$14K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-528- 1.69% |
$29.7K - $32.6K
|
30.7K
$2.02M
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-465- 4.5% |
$26.1K - $28.7K
|
9.88K
$650K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-315- 0.47% |
$17.7K - $19.4K
|
66.7K
$4.39M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-289- 1.97% |
$16.2K - $17.8K
|
14.4K
$950K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 57.5% |
$12.9K - $14.2K
|
170
$11.2K
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-59- 0.26% |
$3.31K - $3.64K
|
22.9K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
SELL
|
- |
-36- 0.37% |
$2.02K - $2.22K
|
9.68K
$637K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18- 0.51% |
$1.01K - $1.11K
|
3.55K
$234K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.9K- 11.38% |
$1.3M - $1.44M
|
186K
$12.3M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.18K- 11.94% |
$63.9K - $70.9K
|
8.68K
$571K
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-78- 9.02% |
$4.24K - $4.7K
|
787
$51.8K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-55Closed |
$2.99K - $3.32K
|
0
$0
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-50- 16.67% |
$2.72K - $3.02K
|
250
$16.5K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-458- 3.68% |
$20.8K - $26.3K
|
12K
$790K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-301- 85.03% |
$13.6K - $17.3K
|
53
$3.49K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-3- 0.73% |
$136 - $173
|
409
$26.9K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.15KClosed |
$102K - $110K
|
0
$0
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.42K- 10.1% |
$67.2K - $72.8K
|
12.6K
$833K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6K- 69.5% |
$551K - $612K
|
5.54K
$365K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.17K- 14.33% |
$271K - $312K
|
36.9K
$2.43M
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-197K- 97.83% |
$8.81M - $10.1M
|
4.35K
$287K
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.08KClosed |
$317K - $364K
|
0
$0
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-194- 14.95% |
$8.7K - $9.99K
|
1.1K
$72.7K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 20.11% |
$1.57K - $1.8K
|
139
$9.15K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-51- 4.11% |
$2.17K - $2.64K
|
1.19K
$78.3K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 22.73% |
$1.07K - $1.3K
|
85
$5.6K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-7- 5.65% |
$298 - $363
|
117
$7.71K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6KClosed |
$850K - $1.03M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.15KClosed |
$223K - $271K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-731Closed |
$31.6K - $38.4K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-575- 88.19% |
$24.9K - $30.2K
|
77
$5.07K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$17.3K - $21K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-146- 1.97% |
$6.32K - $7.67K
|
7.25K
$478K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 3.24% |
$4.54K - $5.52K
|
3.14K
$206K
|
|
Q1 2022 | |||||||
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-189KClosed |
$9.16M - $10.9M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.82KClosed |
$185K - $220K
|
0
$0
|
|
Q4 2021 | |||||||
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.73KClosed |
$90.8K - $106K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-4.98KClosed |
$249K - $274K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-3.27K- 10.0% |
$164K - $180K
|
29.5K
$1.94M
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.3KClosed |
$1.25M - $1.48M
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13.6KClosed |
$648K - $766K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Monumental Financial Group Inc.
|
SELL
|
- |
-12.5KClosed |
$595K - $703K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-491Closed |
$23.3K - $27.6K
|
0
$0
|