Purchases and Sales Made in Q1 2023 in Invesco S&P Smallcap Momentum (XSMO)

XSMO Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q1 2023. 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 11, 2023 Q1 2023
Marmo Financial Group, LLC

Johnson City, TN
BUY
 -
105K
New
$4.62M - $5.32M
105K $7.01M
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
104K
+ 1572.91%
$4.57M - $5.26M
111K $7.36M
Apr 19, 2023 Q1 2023
Systelligence, LLC

BUY
 -
53.1K
New
$2.33M - $2.68M
53.1K $3.53M
May 18, 2023 Q1 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
42.3K
New
$1.85M - $2.14M
42.3K $2.81M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
40.8K
New
$1.79M - $2.06M
40.8K $2.71M
Apr 24, 2023 Q1 2023
Merit Financial Group, LLC

BUY
 -
17.9K
+ 9.55%
$785K - $905K
205K $13.7M
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
16.5K
New
$726K - $836K
16.5K $1.1M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
16.3K
+ 3.4%
$716K - $825K
496K $33M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
14.5K
+ 31.51%
$637K - $734K
60.6K $4.03M
May 04, 2023 Q1 2023
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
14K
New
$614K - $707K
14K $930K
Jan 12, 2024 Q1 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
9.77K
New
$429K - $494K
9.77K $650K
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
6.71K
+ 19.61%
$295K - $339K
40.9K $2.72M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
6.69K
+ 128.54%
$294K - $338K
11.9K $792K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
6.28K
+ 52.72%
$275K - $317K
18.2K $1.21M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
5.81K
+ 3.29%
$255K - $294K
182K $12.1M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
5.68K
New
$249K - $287K
5.68K $378K
May 15, 2023 Q1 2023
Anson Capital, Inc.

BUY
 -
5.61K
New
$246K - $284K
5.61K $374K
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
4.53K
New
$199K - $229K
4.53K $302K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
4.4K
+ 334.52%
$193K - $222K
5.71K $380K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
4.09K
+ 49.96%
$179K - $207K
12.3K $816K
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

BUY
 -
2.78K
+ 1.77%
$122K - $140K
159K $10.6M
May 05, 2023 Q1 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
2.06K
+ 9.11%
$90.3K - $104K
24.6K $1.64M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.06K
+ 3.75%
$46.5K - $53.6K
29.4K $1.95M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
964
+ 16.83%
$42.3K - $48.7K
6.69K $445K
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
751
+ 2.38%
$33K - $38K
32.3K $2.15M
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
711
+ 12.43%
$31.2K - $35.9K
6.43K $428K
May 04, 2023 Q1 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
706
+ 14.27%
$31K - $35.7K
5.66K $376K
May 10, 2023 Q1 2023
E Rn Financial, LLC

BUY
 -
664
+ 7.49%
$29.1K - $33.6K
9.53K $634K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
648
New
$28.4K - $32.8K
648 $43.1K
May 15, 2023 Q1 2023
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
523
+ 2.52%
$23K - $26.4K
21.3K $1.42M
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
357
+ 4.95%
$15.7K - $18K
7.57K $504K
May 12, 2023 Q1 2023
Masso Torrence Wealth Management Inc.

BUY
 -
159
+ 1.21%
$6.98K - $8.04K
13.3K $885K
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
135
New
$5.93K - $6.83K
135 $8.99K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
124
+ 0.82%
$5.44K - $6.27K
15.3K $1.02M
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
95
New
$4.17K - $4.8K
95 $6.32K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
36
+ 0.57%
$1.58K - $1.82K
6.35K $423K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
30
+ 69.77%
$1.32K - $1.52K
73 $4.86K
Apr 12, 2023 Q1 2023
National Bank Of Canada

BUY
 -
26
+ 3.35%
$1.14K - $1.31K
803 $53.4K
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
2
+ 0.5%
$87.8 - $101
403 $26.8K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1
+ 1.33%
$43.9 - $50.6
76 $5.06K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

SELL
 -
-2
- 0.48%
$87.8 - $101
419 $27.9K
Apr 27, 2023 Q1 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-43
- 2.43%
$1.89K - $2.17K
1.73K $115K
Apr 26, 2023 Q1 2023
Concord Wealth Partners

SELL
 -
-59
- 51.75%
$2.59K - $2.98K
55 $3.66K
May 11, 2023 Q1 2023
Citigroup Inc

SELL
 -
-159
- 3.39%
$6.98K - $8.04K
4.53K $301K
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-242
- 1.71%
$10.6K - $12.2K
13.9K $928K
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-304
- 10.36%
$13.3K - $15.4K
2.63K $175K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-328
- 0.99%
$14.4K - $16.6K
32.8K $2.18M
Apr 28, 2023 Q1 2023
Cwm, LLC

SELL
 -
-1.75K
- 27.73%
$76.6K - $88.2K
4.55K $303K

Track Institutional and Insider Activities on XSMO

Follow INVESCO S&P SMALLCAP MOMENTUM and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells XSMO shares.

Notify only if

Insider Trading

Get notified when an Invesco S&P Smallcap Momentum insider buys or sells XSMO shares.

Notify only if

News

Receive news related to INVESCO S&P SMALLCAP MOMENTUM

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on XSMO