Purchases and Sales Made in Q1 2021 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP MOMENTUM .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2021
Q1 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
92.1KNew |
$4.36M - $5.17M
|
92.1K
$5.54M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20.3K+ 336.46% |
$961K - $1.14M
|
26.3K
$1.58M
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
19.3K+ 4.28% |
$915K - $1.08M
|
471K
$28.3M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.4K+ 10.69% |
$728K - $863K
|
159K
$9.58M
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
13.6KNew |
$646K - $765K
|
13.6K
$820K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.2K+ 57.47% |
$625K - $741K
|
36.2K
$2.18M
|
|
May 14, 2021
Q1 2021
|
Monumental Financial Group Inc.
|
BUY
|
- |
12.5KNew |
$593K - $703K
|
12.5K
$753K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12KNew |
$570K - $675K
|
12K
$724K
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.29KNew |
$203K - $241K
|
4.29K
$258K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.01KNew |
$190K - $225K
|
4.01K
$241K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.99KNew |
$189K - $224K
|
3.99K
$240K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.72KNew |
$176K - $209K
|
3.72K
$224K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.09K+ 7.5% |
$99K - $117K
|
29.9K
$1.8M
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.87K+ 30.98% |
$88.5K - $105K
|
7.9K
$475K
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.35K+ 12.08% |
$63.9K - $75.8K
|
12.5K
$753K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
897New |
$42.5K - $50.3K
|
897
$54K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
491New |
$23.3K - $27.6K
|
491
$29.5K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
445+ 1.81% |
$21.1K - $25K
|
25K
$1.51M
|
|
Apr 27, 2021
Q1 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
348+ 3.83% |
$16.5K - $19.5K
|
9.44K
$568K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
301+ 1.86% |
$14.3K - $16.9K
|
16.5K
$990K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
226New |
$10.7K - $12.7K
|
226
$13.6K
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
55New |
$2.61K - $3.09K
|
55
$3.31K
|
|
May 11, 2021
Q1 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
3+ 0.09% |
$142 - $168
|
3.23K
$195K
|
|
May 05, 2021
Q1 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$47.4 - $56.1
|
530
$31.9K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-65- 0.37% |
$3.08K - $3.65K
|
17.6K
$1.06M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-124Closed |
$5.87K - $6.96K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-156- 1.5% |
$7.39K - $8.75K
|
10.2K
$616K
|
|
Apr 14, 2021
Q1 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-255- 35.08% |
$12.1K - $14.3K
|
472
$28.4K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-300Closed |
$14.2K - $16.8K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-301- 0.67% |
$14.3K - $16.9K
|
44.5K
$2.68M
|
|
May 14, 2021
Q1 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-404- 8.67% |
$19.1K - $22.7K
|
4.26K
$256K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-537- 34.76% |
$25.4K - $30.1K
|
1.01K
$60.6K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.27K- 9.13% |
$59.9K - $71K
|
12.6K
$757K
|
|
May 04, 2021
Q1 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.24K- 9.63% |
$106K - $126K
|
21K
$1.26M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-2.54K- 74.66% |
$120K - $143K
|
862
$51.8K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.12K- 1.95% |
$195K - $231K
|
207K
$12.4M
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-4.44KClosed |
$210K - $249K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.1K- 6.5% |
$336K - $398K
|
102K
$6.15M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.55KClosed |
$358K - $424K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-8.86KClosed |
$420K - $497K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.9KClosed |
$564K - $668K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-19.3K- 4.1% |
$915K - $1.08M
|
451K
$27.1M
|