Latest Institutional Sells of Invesco S&P Smallcap Momentum (XSMO)

XSMO Quotes by TradingView

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
May 09, 2025 Q1 2025
Greykasell Wealth Strategies, Inc.

Danville, CA
SELL
 -
-22
- 0.44%
$1.32K - $1.54K
4.96K $338K
May 12, 2025 Q1 2025
Jpmorgan Chase & CO

New York, NY
SELL
 -
-3
- 13.04%
$180 - $210
20 $1.36K
Q4 2024
Jun 06, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-369K
- 22.83%
$24M - $27.2M
1.25M $85M
Feb 13, 2025 Q4 2024
Belpointe Asset Management LLC

SELL
 -
-16.2K
- 42.83%
$1.05M - $1.19M
21.6K $1.47M
Feb 13, 2025 Q4 2024
Fortis Capital Advisors, LLC

Reno, NV
SELL
 -
-16.2K
- 42.83%
$1.05M - $1.19M
21.6K $1.47M
Feb 14, 2025 Q4 2024
Israel Englander Millennium Management LLC | New York, Ny
SELL
 -
-3.39K
- 41.38%
$220K - $250K
4.8K $327K
Feb 13, 2025 Q4 2024
Merriman Wealth Management, LLC

SELL
 -
-827
- 6.4%
$53.8K - $61K
12.1K $825K
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

SELL
 -
-775
- 3.49%
$50.4K - $57.1K
21.4K $1.46M
Feb 11, 2025 Q4 2024
Beacon Capital Management, Inc.

SELL
 -
-755
- 1.29%
$49.1K - $55.7K
57.9K $3.95M
Feb 12, 2025 Q4 2024
National Bank Of Canada

SELL
 -
-657
- 83.48%
$42.8K - $48.4K
130 $8.87K
Feb 13, 2025 Q4 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
SELL
 -
-342
- 28.06%
$22.3K - $25.2K
877 $59.8K
Jan 13, 2025 Q4 2024
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-68
- 6.81%
$4.43K - $5.01K
931 $63.5K
Q3 2024
Nov 14, 2024 Q3 2024
Two Sigma Investments, LP

New York, NY
SELL
 -
-6.2K
- 48.82%
$369K - $416K
6.5K $443K
Q1 2024
Apr 30, 2024 Q1 2024
Concord Wealth Partners

SELL
 -
-55
Closed
$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 $17.1K
Q3 2023
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-2.15K
Closed
$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 $863K
Q4 2022
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-194
- 14.95%
$8.7K - $9.99K
1.1K $75.3K
Q3 2022
Nov 14, 2022 Q3 2022
Covington Capital Management

SELL
 -
-51
- 4.11%
$2.17K - $2.64K
1.19K $81.1K
Nov 14, 2022 Q3 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-25
- 22.73%
$1.07K - $1.3K
85 $5.8K
Nov 16, 2022 Q3 2022
Milestone Wealth, LLC

Buffalo, NY
SELL
 -
-7
- 5.65%
$298 - $363
117 $7.98K
Q2 2022
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-19.6K
Closed
$850K - $1.03M
0 $0
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-5.15K
Closed
$223K - $271K
0 $0
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

SELL
 -
-731
Closed
$31.6K - $38.4K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-400
Closed
$17.3K - $21K
0 $0
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-146
- 1.97%
$6.32K - $7.67K
7.25K $495K
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-105
- 3.24%
$4.54K - $5.52K
3.14K $214K
Q4 2021
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-1.73K
Closed
$90.8K - $106K
0 $0
Q3 2021
Nov 10, 2021 Q3 2021
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-4.98K
Closed
$249K - $274K
0 $0
Nov 15, 2021 Q3 2021
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-3.27K
- 10.0%
$164K - $180K
29.5K $2.01M
Q2 2021
Jul 26, 2021 Q2 2021
Flagship Harbor Advisors, LLC

SELL
 -
-13.6K
Closed
$648K - $766K
0 $0
Aug 12, 2021 Q2 2021
Monumental Financial Group Inc.

SELL
 -
-12.5K
Closed
$595K - $703K
0 $0
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

SELL
 -
-303
Closed
$14.4K - $17K
0 $0
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

SELL
 -
-200
- 25.0%
$9.51K - $11.2K
600 $40.9K
Q1 2021
May 10, 2021 Q1 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-11.9K
Closed
$564K - $668K
0 $0
May 18, 2021 Q1 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-8.86K
Closed
$420K - $497K
0 $0
May 11, 2021 Q1 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-4.44K
Closed
$210K - $249K
0 $0
Q2 2020
Jul 30, 2020 Q2 2020
Huntington National Bank

Columbus, OH
SELL
 -
-1.13K
Closed
$30K - $43.2K
0 $0
Aug 13, 2020 Q2 2020
Bergan Kdv Wealth Management, LLC

SELL
 -
-550
Closed
$14.6K - $21K
0 $0
Aug 14, 2020 Q2 2020
Advisory Alpha, LLC

SELL
 -
-80
Closed
$2.12K - $3.06K
0 $0
Q3 2019
Nov 04, 2019 Q3 2019
Sg Americas Securities, LLC

SELL
 -
-3.37K
Closed
$125K - $130K
0 $0
Q2 2019
Jul 26, 2019 Q2 2019
Clearwater Capital Advisors, LLC

SELL
 -
-6.35K
Closed
$222K - $244K
0 $0
Q4 2018
Feb 13, 2019 Q4 2018
Cibc World Market Inc.

Toronto, A6
SELL
 -
-79.5K
Closed
$2.28M - $3.1M
0 $0
Q3 2018
Nov 14, 2018 Q3 2018
Cibc Private Wealth Group, LLC

SELL
 -
-300
Closed
$11K - $12.2K
0 $0
Oct 24, 2018 Q3 2018
Mcf Advisors LLC

Covington, KY
SELL
 -
-40
Closed
$1.47K - $1.63K
0 $0

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