Purchases and Sales Made in Q1 2022 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q1 2022. 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 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
104KNew |
$5.03M - $5.97M
|
104K
$6.91M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.2K+ 19.5% |
$2.04M - $2.42M
|
258K
$17.2M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.6KNew |
$952K - $1.13M
|
19.6K
$1.31M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.24K+ 6.82% |
$351K - $416K
|
113K
$7.55M
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.93K+ 6.09% |
$336K - $398K
|
121K
$8.04M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.67K+ 4.11% |
$323K - $383K
|
169K
$11.2M
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
6.27KNew |
$304K - $360K
|
6.27K
$417K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.58K+ 11.27% |
$270K - $321K
|
55.1K
$3.67M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
5.26K+ 26.75% |
$255K - $302K
|
24.9K
$1.66M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.35K+ 16.76% |
$211K - $250K
|
30.3K
$2.02M
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
3.92KNew |
$190K - $225K
|
3.92K
$261K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3K+ 66.59% |
$145K - $172K
|
7.5K
$499K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.61K+ 68.54% |
$126K - $150K
|
6.42K
$427K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.37KNew |
$115K - $136K
|
2.37K
$158K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36KNew |
$65.7K - $78K
|
1.36K
$90.3K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
828+ 22.31% |
$40.1K - $47.6K
|
4.54K
$302K
|
|
May 10, 2022
Q1 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
805+ 3.96% |
$39K - $46.3K
|
21.2K
$1.41M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
652New |
$31.6K - $37.5K
|
652
$43.4K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
473+ 100.0% |
$22.9K - $27.2K
|
946
$63K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
473New |
$22.9K - $27.2K
|
473
$31.5K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
396New |
$19.2K - $22.8K
|
396
$26.4K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
375+ 184.73% |
$18.2K - $21.5K
|
578
$38.5K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150New |
$7.27K - $8.62K
|
150
$9.98K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
125New |
$6.06K - $7.18K
|
125
$8.32K
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
85New |
$4.12K - $4.88K
|
85
$5.66K
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19+ 0.18% |
$921 - $1.09K
|
10.4K
$692K
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.19% |
$291 - $345
|
3.24K
$216K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5+ 0.05% |
$242 - $287
|
9.37K
$624K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.21% |
$48.5 - $57.5
|
467
$31.1K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-99- 26.05% |
$4.8K - $5.69K
|
281
$18.7K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-131- 3.0% |
$6.35K - $7.53K
|
4.24K
$282K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-156- 0.89% |
$7.56K - $8.96K
|
17.5K
$1.16M
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-205- 2.7% |
$9.93K - $11.8K
|
7.4K
$492K
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-451- 8.05% |
$21.9K - $25.9K
|
5.15K
$343K
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-500- 1.46% |
$24.2K - $28.7K
|
33.8K
$2.25M
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-504- 61.17% |
$24.4K - $29K
|
320
$21.3K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-699- 58.3% |
$33.9K - $40.2K
|
500
$33.3K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-746- 4.09% |
$36.1K - $42.9K
|
17.5K
$1.16M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.19K- 15.76% |
$57.8K - $68.6K
|
6.38K
$425K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.27KClosed |
$61.3K - $72.7K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.54K- 12.61% |
$123K - $146K
|
17.6K
$1.17M
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.69K- 20.1% |
$130K - $154K
|
10.7K
$711K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.87K- 22.64% |
$139K - $165K
|
9.8K
$652K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.92KClosed |
$142K - $168K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-3.82KClosed |
$185K - $220K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.71KClosed |
$228K - $271K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.54K- 76.8% |
$365K - $433K
|
2.28K
$152K
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-7.62KClosed |
$369K - $438K
|
0
$0
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.6K- 6.99% |
$465K - $552K
|
128K
$8.51M
|