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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244K- 15.11% |
$13.5M - $16.6M
|
1.37M
$93.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 28.31% |
$5.74M - $7.08M
|
263K
$18M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64.7K- 89.88% |
$3.57M - $4.4M
|
7.28K
$498K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.3K- 69.47% |
$2.94M - $3.63M
|
23.4K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.3K- 88.32% |
$2.67M - $3.29M
|
6.39K
$437K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-28.8K- 59.46% |
$1.59M - $1.96M
|
19.6K
$1.34M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-27.1K- 83.84% |
$1.5M - $1.85M
|
5.23K
$358K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 12.07% |
$795K - $982K
|
105K
$7.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 12.92% |
$651K - $804K
|
79.5K
$5.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.5K- 28.19% |
$633K - $781K
|
29.2K
$2M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.6K- 2.77% |
$584K - $721K
|
372K
$25.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-9.13K- 15.15% |
$504K - $622K
|
51.2K
$3.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.95K- 8.46% |
$438K - $541K
|
86K
$5.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.31K- 24.49% |
$403K - $498K
|
22.5K
$1.54M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.78K- 41.31% |
$374K - $462K
|
9.63K
$658K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.66K- 59.27% |
$367K - $454K
|
4.58K
$313K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.55K- 45.48% |
$361K - $446K
|
7.86K
$537K
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.6K- 5.17% |
$309K - $381K
|
103K
$7.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.84K- 9.78% |
$267K - $330K
|
44.7K
$3.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 48.71% |
$224K - $277K
|
4.28K
$293K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.93K- 99.64% |
$107K - $132K
|
7
$479
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-1.81K- 2.06% |
$99.5K - $123K
|
85.6K
$5.85M
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.75K- 9.32% |
$96.7K - $119K
|
17K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.72K- 27.94% |
$95K - $117K
|
4.44K
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.36K- 5.98% |
$75K - $92.6K
|
21.4K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 20.76% |
$66.2K - $81.8K
|
4.59K
$314K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 7.29% |
$65K - $80.3K
|
15K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 46.26% |
$61.3K - $75.7K
|
1.29K
$88.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.07K- 7.06% |
$59K - $72.9K
|
14.1K
$963K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-921- 9.85% |
$50.8K - $62.7K
|
8.43K
$576K
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-850- 18.07% |
$46.9K - $57.9K
|
3.86K
$264K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-730- 4.57% |
$40.3K - $49.7K
|
15.3K
$1.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-659- 20.61% |
$36.3K - $44.9K
|
2.54K
$174K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-470- 25.66% |
$25.9K - $32K
|
1.36K
$93.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-389- 23.82% |
$21.5K - $26.5K
|
1.24K
$85.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-258- 1.93% |
$14.2K - $17.6K
|
13.1K
$896K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-218- 0.78% |
$12K - $14.8K
|
27.8K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-185- 1.7% |
$10.2K - $12.6K
|
10.7K
$731K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-136- 2.74% |
$7.5K - $9.26K
|
4.82K
$330K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-110- 66.67% |
$6.07K - $7.49K
|
55
$3.76K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-69- 1.99% |
$3.81K - $4.7K
|
3.39K
$232K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-69- 0.07% |
$3.81K - $4.7K
|
100K
$6.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-63- 4.82% |
$3.47K - $4.29K
|
1.24K
$85.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 2.46% |
$1.6K - $1.98K
|
1.15K
$78.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4- 0.09% |
$221 - $272
|
4.59K
$314K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-59K- 91.16% |
$3.54M - $4.13M
|
5.72K
$391K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-15K- 98.39% |
$897K - $1.05M
|
244
$16.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.65K- 54.67% |
$579K - $676K
|
8K
$547K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.55K- 35.08% |
$213K - $249K
|
6.57K
$449K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-2.32K- 6.9% |
$139K - $162K
|
31.3K
$2.14M
|
|