Purchases and Sales Made in Q1 2025 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q1 2025. 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 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
212K+ 157.74% |
$12.7M - $14.9M
|
347K
$21.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
177K+ 13.2% |
$10.6M - $12.4M
|
1.52M
$93.7M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
105K+ 38.04% |
$6.32M - $7.38M
|
382K
$23.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
78.3K+ 66.3% |
$4.7M - $5.48M
|
196K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62K+ 26.15% |
$3.72M - $4.34M
|
299K
$18.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.5K+ 104.98% |
$2.01M - $2.35M
|
65.5K
$4.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
27.1K+ 138.03% |
$1.62M - $1.9M
|
46.7K
$2.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19K+ 18.32% |
$1.14M - $1.33M
|
123K
$7.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
15.6KNew |
$934K - $1.09M
|
15.6K
$962K
|
|
|
Apr 16, 2025
Q1 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
15.1K+ 5.75% |
$904K - $1.06M
|
277K
$17.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.4KNew |
$863K - $1.01M
|
14.4K
$889K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.6KNew |
$754K - $880K
|
12.6K
$776K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
11.3K+ 143.22% |
$679K - $793K
|
19.2K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.9K+ 62.31% |
$655K - $765K
|
28.5K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
9.44K+ 7.62% |
$566K - $661K
|
133K
$8.23M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
9.41K+ 5.41% |
$564K - $659K
|
183K
$11.3M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
9.32K+ 49.8% |
$559K - $653K
|
28K
$1.73M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
7.78K+ 19.01% |
$467K - $545K
|
48.7K
$3.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.58K+ 12.32% |
$455K - $531K
|
69.1K
$4.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.14K+ 38.28% |
$428K - $500K
|
25.8K
$1.59M
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7.07K+ 362.89% |
$424K - $495K
|
9.02K
$557K
|
|
|
Apr 18, 2025
Q1 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6.16KNew |
$370K - $432K
|
6.16K
$381K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.71K+ 104.98% |
$342K - $400K
|
11.1K
$689K
|
|
|
Apr 30, 2025
Q1 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
5.46K+ 7.74% |
$327K - $382K
|
76K
$4.69M
|
|
|
Apr 22, 2025
Q1 2025
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
5.36K+ 15.04% |
$321K - $375K
|
41K
$2.53M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.22K+ 86.71% |
$313K - $365K
|
11.2K
$694K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
5.19KNew |
$311K - $363K
|
5.19K
$320K
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
4.73K+ 4.94% |
$283K - $331K
|
100K
$6.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.72K+ 5.09% |
$283K - $330K
|
97.4K
$6.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.52KNew |
$271K - $316K
|
4.52K
$279K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
4.21K+ 21.25% |
$252K - $295K
|
24K
$1.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.46KNew |
$207K - $242K
|
3.46K
$214K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 7244.74% |
$165K - $193K
|
2.79K
$172K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.21K+ 16.04% |
$133K - $155K
|
16K
$987K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.14K+ 31.78% |
$128K - $150K
|
8.86K
$547K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.45K+ 152.79% |
$87.1K - $102K
|
2.4K
$148K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
1.1K+ 30.33% |
$65.7K - $76.7K
|
4.71K
$291K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.08K+ 5.04% |
$65K - $75.9K
|
22.6K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.08KNew |
$64.8K - $75.6K
|
1.08K
$66.7K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 6.09% |
$61.8K - $72.2K
|
17.9K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
780+ 12.4% |
$46.8K - $54.6K
|
7.07K
$437K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
774+ 9.86% |
$46.4K - $54.2K
|
8.63K
$533K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
679+ 3.79% |
$40.7K - $47.6K
|
18.6K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
660+ 16.78% |
$39.6K - $46.2K
|
4.59K
$284K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
253New |
$15.2K - $17.7K
|
253
$15.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
237+ 6.44% |
$14.2K - $16.6K
|
3.92K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
134+ 1.01% |
$8.04K - $9.38K
|
13.4K
$825K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-84- 1.55% |
$5.04K - $5.88K
|
5.35K
$330K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-158- 2.25% |
$9.48K - $11.1K
|
6.87K
$425K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-234- 2.08% |
$14K - $16.4K
|
11K
$679K
|