Purchases and Sales Made in Q2 2023 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
44.1KNew |
$1.92M - $2.14M
|
44.1K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2K+ 211.66% |
$1.1M - $1.22M
|
37.1K
$2.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.7KNew |
$859K - $954K
|
19.7K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
13.9K+ 13.23% |
$608K - $676K
|
119K
$7.39M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.96K+ 6.81% |
$391K - $434K
|
140K
$8.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.05KNew |
$351K - $390K
|
8.05K
$499K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.82KNew |
$341K - $379K
|
7.82K
$484K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.15KNew |
$312K - $346K
|
7.15K
$443K
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
BUY
|
- |
6.92K+ 123.19% |
$302K - $335K
|
12.5K
$776K
|
|
|
Aug 07, 2023
Q2 2023
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
5.9KNew |
$257K - $286K
|
5.9K
$366K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
5.57KNew |
$243K - $270K
|
5.57K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.28K+ 78.87% |
$230K - $256K
|
12K
$741K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.02K+ 6.63% |
$175K - $195K
|
64.6K
$4M
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
3.72K+ 2.34% |
$162K - $180K
|
163K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.17K+ 7.5% |
$138K - $154K
|
45.4K
$2.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.03K+ 12.29% |
$132K - $147K
|
27.7K
$1.71M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2.71K+ 12.71% |
$118K - $131K
|
24K
$1.49M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.53K+ 6.28% |
$110K - $123K
|
42.9K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
2.23K+ 343.36% |
$97.1K - $108K
|
2.87K
$178K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54K+ 3.77% |
$67.3K - $74.8K
|
42.5K
$2.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49K+ 9.76% |
$65K - $72.3K
|
16.8K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.47K+ 25.8% |
$64.3K - $71.5K
|
7.19K
$445K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.08K+ 17.04% |
$47.2K - $52.5K
|
7.43K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
773+ 5.81% |
$33.7K - $37.5K
|
14.1K
$871K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
636+ 14.04% |
$27.7K - $30.8K
|
5.17K
$320K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
489+ 3.99% |
$21.3K - $23.7K
|
12.8K
$790K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
430+ 5.68% |
$18.8K - $20.8K
|
8K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
300New |
$13.1K - $14.5K
|
300
$18.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
211+ 2.16% |
$9.2K - $10.2K
|
9.98K
$618K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
70+ 8.72% |
$3.05K - $3.39K
|
873
$54.1K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
34+ 0.21% |
$1.48K - $1.65K
|
16.6K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
17+ 0.3% |
$742 - $824
|
5.67K
$351K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.05% |
$43.6 - $48.5
|
96
$5.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$43.6 - $48.5
|
404
$25K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-73- 1.7% |
$3.18K - $3.54K
|
4.22K
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-90- 0.94% |
$3.93K - $4.36K
|
9.44K
$585K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-361- 2.59% |
$15.7K - $17.5K
|
13.6K
$841K
|
|
|
Jul 31, 2023
Q2 2023
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-400- 2.86% |
$17.4K - $19.4K
|
13.6K
$841K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-483- 18.36% |
$21.1K - $23.4K
|
2.15K
$133K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-760- 16.71% |
$33.2K - $36.8K
|
3.79K
$235K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.38K- 10.46% |
$148K - $164K
|
29K
$1.79M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.35KClosed |
$190K - $211K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.38K- 13.34% |
$191K - $212K
|
28.4K
$1.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.07K- 4.12% |
$221K - $246K
|
118K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.48K- 3.0% |
$239K - $266K
|
177K
$11M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.7K- 36.5% |
$467K - $520K
|
18.6K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12.6K- 69.5% |
$551K - $612K
|
5.54K
$343K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.9K- 29.36% |
$605K - $672K
|
33.4K
$2.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.1K- 3.45% |
$746K - $830K
|
479K
$29.7M
|