Purchases and Sales Made in Q1 2024 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q1 2024. 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 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
407K+ 339490.84% |
$22.1M - $24.6M
|
408K
$27.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
200KNew |
$10.9M - $12.1M
|
200K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
200K+ 28.38% |
$10.8M - $12M
|
903K
$59.9M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
86.2K+ 1082.21% |
$4.68M - $5.2M
|
94.1K
$6.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
73.4KNew |
$3.99M - $4.43M
|
73.4K
$4.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 22.34% |
$1.17M - $1.3M
|
118K
$7.82M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19KNew |
$1.03M - $1.15M
|
19K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
17.7KNew |
$960K - $1.07M
|
17.7K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.1K+ 40.84% |
$927K - $1.03M
|
58.9K
$3.91M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.5KNew |
$895K - $994K
|
16.5K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
14.9KNew |
$807K - $896K
|
14.9K
$986K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.7K+ 5.28% |
$799K - $888K
|
293K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
13.7K+ 29.61% |
$744K - $826K
|
59.9K
$3.98M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.1K+ 216.15% |
$660K - $732K
|
17.8K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.2KNew |
$608K - $675K
|
11.2K
$743K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.34K+ 12.4% |
$507K - $563K
|
84.7K
$5.62M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.77K+ 10.32% |
$422K - $469K
|
83.1K
$5.51M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.19K+ 15.9% |
$390K - $433K
|
52.4K
$3.48M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.05KNew |
$383K - $425K
|
7.05K
$468K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.81K+ 45.22% |
$370K - $411K
|
21.9K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$446K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.68K+ 11.53% |
$363K - $403K
|
64.6K
$4.29M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.58K+ 67.64% |
$358K - $397K
|
16.3K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.51K+ 26.34% |
$353K - $392K
|
31.2K
$2.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.28K+ 13.51% |
$341K - $379K
|
52.8K
$3.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$752K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.9K+ 135.49% |
$266K - $295K
|
8.51K
$565K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.78KNew |
$260K - $288K
|
4.78K
$317K
|
|
|
Apr 29, 2024
Q1 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.62K+ 77.56% |
$251K - $279K
|
10.6K
$702K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.22KNew |
$229K - $255K
|
4.22K
$280K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.93KNew |
$214K - $237K
|
3.93K
$261K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.5KNew |
$190K - $211K
|
3.5K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.8K+ 25.76% |
$152K - $169K
|
13.7K
$908K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
2.11K+ 109.52% |
$114K - $127K
|
4.03K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.4KNew |
$76.1K - $84.4K
|
1.4K
$92.9K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.38K+ 5986.96% |
$74.8K - $83.1K
|
1.4K
$92.9K
|
|
|
May 10, 2024
Q1 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.36K+ 10.29% |
$73.8K - $81.9K
|
14.6K
$966K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
689+ 1.25% |
$37.4K - $41.6K
|
55.9K
$3.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
499+ 0.44% |
$27.1K - $30.1K
|
115K
$7.64M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
312+ 48.83% |
$17K - $18.8K
|
951
$63.1K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
274New |
$14.9K - $16.5K
|
274
$18.2K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
237+ 1.55% |
$12.9K - $14.3K
|
15.6K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
230+ 135.29% |
$12.5K - $13.9K
|
400
$26.6K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
200+ 2.93% |
$10.9K - $12.1K
|
7.02K
$466K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181New |
$9.83K - $10.9K
|
181
$12K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
180New |
$9.78K - $10.9K
|
180
$11.9K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
160+ 1.3% |
$8.69K - $9.65K
|
12.5K
$831K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
93+ 0.93% |
$5.05K - $5.61K
|
10K
$667K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 0.46% |
$3.37K - $3.74K
|
13.7K
$907K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
60New |
$3.26K - $3.62K
|
60
$3.98K
|