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 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 12.92% |
$651K - $804K
|
79.5K
$5.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.6K- 5.17% |
$309K - $381K
|
103K
$7M
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 7.29% |
$65K - $80.3K
|
15K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.07K- 7.06% |
$59K - $72.9K
|
14.1K
$960K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-218- 0.78% |
$12K - $14.8K
|
27.8K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-69- 0.07% |
$3.81K - $4.7K
|
100K
$6.85M
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-485K- 99.51% |
$29.1M - $34M
|
2.38K
$162K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-330K- 39.88% |
$19.8M - $23.1M
|
497K
$33.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
SELL
|
- |
-88.2K- 96.47% |
$5.29M - $6.17M
|
3.22K
$220K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-81.5K- 57.49% |
$4.89M - $5.71M
|
60.3K
$4.11M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-69.2K- 10.86% |
$4.15M - $4.84M
|
568K
$38.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-62.9K- 43.95% |
$3.77M - $4.4M
|
80.2K
$5.47M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-59K- 91.16% |
$3.54M - $4.13M
|
5.72K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-57.5K- 12.4% |
$3.45M - $4.03M
|
406K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-37.1K- 90.89% |
$2.22M - $2.6M
|
3.71K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-36.2K- 33.46% |
$2.17M - $2.53M
|
71.9K
$4.91M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.5K- 7.43% |
$1.77M - $2.06M
|
367K
$25.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-24.5K- 45.04% |
$1.47M - $1.71M
|
29.8K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.4K- 1.19% |
$1.28M - $1.5M
|
1.77M
$121M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-15K- 98.39% |
$897K - $1.05M
|
244
$16.6K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-13.7K- 12.48% |
$824K - $962K
|
96.3K
$6.57M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.65K- 4.69% |
$579K - $676K
|
196K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.65K- 54.67% |
$579K - $676K
|
8K
$546K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-9.61K- 49.99% |
$576K - $673K
|
9.61K
$656K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.89K- 6.93% |
$533K - $623K
|
119K
$8.15M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.79K- 5.16% |
$467K - $546K
|
143K
$9.76M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.7K- 25.82% |
$282K - $329K
|
13.5K
$921K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.87K- 29.29% |
$232K - $271K
|
9.35K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.55K- 35.08% |
$213K - $249K
|
6.57K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.32K- 27.51% |
$199K - $232K
|
8.75K
$597K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-2.63K- 38.22% |
$158K - $184K
|
4.25K
$290K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.55K- 40.09% |
$153K - $179K
|
3.82K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.41K- 28.19% |
$145K - $169K
|
6.14K
$419K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.32K- 8.03% |
$139K - $163K
|
26.6K
$1.81M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-2.32K- 6.9% |
$139K - $162K
|
31.3K
$2.13M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.85K- 36.65% |
$111K - $130K
|
3.2K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.47K- 12.24% |
$88.2K - $103K
|
10.5K
$719K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.25K- 1.89% |
$75.1K - $87.7K
|
65.1K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-785- 19.64% |
$47.1K - $55K
|
3.21K
$219K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-766- 3.46% |
$45.9K - $53.6K
|
21.4K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-663- 0.62% |
$39.8K - $46.4K
|
106K
$7.2M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-637- 0.95% |
$38.2K - $44.6K
|
66.3K
$4.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-550- 10.22% |
$33K - $38.5K
|
4.83K
$330K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
SELL
|
- |
-453- 3.09% |
$27.2K - $31.7K
|
14.2K
$969K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-334- 6.78% |
$20K - $23.4K
|
4.59K
$313K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-326- 19.96% |
$19.6K - $22.8K
|
1.31K
$89.2K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-234- 2.08% |
$14K - $16.4K
|
11K
$750K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-158- 2.25% |
$9.48K - $11.1K
|
6.87K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84- 1.55% |
$5.04K - $5.88K
|
5.35K
$365K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-76- 1.68% |
$4.56K - $5.32K
|
4.44K
$303K
|
|