Purchases and Sales Made in Q2 2022 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.6K+ 23.47% |
$2.62M - $3.19M
|
319K
$21.2M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7K+ 16.51% |
$810K - $984K
|
132K
$8.79M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.3K+ 98.94% |
$748K - $908K
|
34.7K
$2.31M
|
|
Aug 01, 2022
Q2 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
15.8K+ 13.07% |
$683K - $829K
|
137K
$9.09M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.6K+ 7.51% |
$416K - $505K
|
137K
$9.14M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.6K+ 7.51% |
$416K - $505K
|
137K
$9.14M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.69K+ 381.18% |
$376K - $456K
|
11K
$730K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.82K+ 38.99% |
$295K - $358K
|
24.3K
$1.62M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.77KNew |
$250K - $303K
|
5.77K
$384K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.92KNew |
$170K - $206K
|
3.92K
$261K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.11K+ 5.65% |
$135K - $164K
|
58.2K
$3.88M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.7K+ 42.21% |
$117K - $142K
|
9.08K
$604K
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.32K+ 36.93% |
$100K - $122K
|
8.58K
$571K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.3K+ 9.24% |
$99.7K - $121K
|
27.2K
$1.81M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.26K+ 4.16% |
$54.5K - $66.2K
|
31.6K
$2.1M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.24KNew |
$53.7K - $65.1K
|
1.24K
$82.5K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
946New |
$40.9K - $49.7K
|
946
$63K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
792+ 4.51% |
$34.3K - $41.6K
|
18.4K
$1.22M
|
|
Aug 09, 2022
Q2 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
764+ 3.61% |
$33.1K - $40.1K
|
21.9K
$1.46M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
516+ 103.2% |
$22.3K - $27.1K
|
1.02K
$67.6K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
437New |
$18.9K - $23K
|
437
$29.1K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
424+ 4.08% |
$18.4K - $22.3K
|
10.8K
$720K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
217New |
$9.39K - $11.4K
|
217
$14.4K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
200New |
$8.66K - $10.5K
|
200
$13.3K
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
BUY
|
- |
199+ 34.43% |
$8.61K - $10.5K
|
777
$51.7K
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25+ 29.41% |
$1.08K - $1.31K
|
110
$7.32K
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 0.48% |
$86.6 - $105
|
418
$27.8K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$43.3 - $52.5
|
397
$26.4K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-25- 0.12% |
$1.08K - $1.31K
|
21K
$1.4M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-95- 2.09% |
$4.11K - $4.99K
|
4.45K
$296K
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 3.24% |
$4.54K - $5.52K
|
3.14K
$209K
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-146- 1.97% |
$6.32K - $7.67K
|
7.25K
$483K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-194- 8.19% |
$8.4K - $10.2K
|
2.17K
$145K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-251- 78.44% |
$10.9K - $13.2K
|
69
$4.59K
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-327- 7.72% |
$14.2K - $17.2K
|
3.91K
$260K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-383- 5.0% |
$16.6K - $20.1K
|
7.28K
$484K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$17.3K - $21K
|
0
$0
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-546- 5.11% |
$23.6K - $28.7K
|
10.1K
$675K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-575- 88.19% |
$24.9K - $30.2K
|
77
$5.13K
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-731Closed |
$31.6K - $38.4K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-946Closed |
$40.9K - $49.7K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.36KClosed |
$58.7K - $71.3K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.42K- 4.2% |
$61.4K - $74.6K
|
32.4K
$2.16M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.47K- 25.23% |
$107K - $130K
|
7.33K
$488K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.34K- 35.64% |
$145K - $175K
|
6.03K
$401K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.58K- 2.12% |
$155K - $188K
|
165K
$11M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-3.92KClosed |
$170K - $206K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.21KClosed |
$182K - $221K
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.38KClosed |
$190K - $230K
|
0
$0
|