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 |
---|---|---|---|---|---|---|---|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
SELL
|
- |
-17K- 13.25% |
$1.01M - $1.14M
|
111K
$7.39M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.9K- 40.5% |
$888K - $1M
|
21.9K
$1.46M
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.8K- 26.33% |
$644K - $727K
|
30.3K
$2.02M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.84K- 25.54% |
$466K - $526K
|
22.8K
$1.52M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.2K- 48.82% |
$369K - $416K
|
6.5K
$433K
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5.53K- 3.09% |
$329K - $371K
|
174K
$11.6M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.09K- 55.32% |
$243K - $275K
|
3.3K
$220K
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-3.76K- 6.99% |
$224K - $253K
|
50.1K
$3.33M
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.61K- 7.02% |
$95.6K - $108K
|
21.3K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.5K- 10.41% |
$89.3K - $101K
|
12.9K
$860K
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.13K- 19.05% |
$66.9K - $75.5K
|
4.78K
$318K
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-781- 10.09% |
$46.5K - $52.4K
|
6.96K
$463K
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-635- 3.66% |
$37.8K - $42.6K
|
16.7K
$1.11M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-600- 1.48% |
$35.7K - $40.3K
|
39.8K
$2.65M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-306- 5.75% |
$18.2K - $20.5K
|
5.02K
$334K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-228- 1.82% |
$13.6K - $15.3K
|
12.3K
$819K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-215- 0.99% |
$12.8K - $14.4K
|
21.5K
$1.43M
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-214- 6.03% |
$12.7K - $14.4K
|
3.33K
$222K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-190- 89.2% |
$11.3K - $12.8K
|
23
$1.53K
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-182- 0.29% |
$10.8K - $12.2K
|
63.5K
$4.23M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-107- 1.08% |
$6.37K - $7.18K
|
9.77K
$650K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-78- 9.02% |
$4.24K - $4.7K
|
787
$52.4K
|
|
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
$16.6K
|
|
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
$842K
|
|
Q1 2023 | |||||||
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.17K- 14.33% |
$271K - $312K
|
36.9K
$2.45M
|
|
Q4 2022 | |||||||
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
$73.5K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 20.11% |
$1.57K - $1.8K
|
139
$9.25K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-51- 4.11% |
$2.17K - $2.64K
|
1.19K
$79.1K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 22.73% |
$1.07K - $1.3K
|
85
$5.66K
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-7- 5.65% |
$298 - $363
|
117
$7.79K
|
|
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 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
$483K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 3.24% |
$4.54K - $5.52K
|
3.14K
$209K
|
|
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
$1.96M
|
|
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
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-303Closed |
$14.4K - $17K
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 25.0% |
$9.51K - $11.2K
|
600
$39.9K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-58- 5.75% |
$2.76K - $3.26K
|
950
$63.2K
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9KClosed |
$564K - $668K
|
0
$0
|