Purchases and Sales Made in Q2 2025 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 54.64% |
$9.01M - $11.1M
|
463K
$31.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.8KNew |
$1.81M - $2.23M
|
32.8K
$2.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13K+ 19.88% |
$718K - $887K
|
78.5K
$5.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.86KNew |
$213K - $263K
|
3.86K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.49K+ 1.73% |
$192K - $238K
|
205K
$14M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$173K - $213K
|
3.13K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$172K - $212K
|
3.11K
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.8K+ 60.88% |
$154K - $191K
|
7.39K
$504K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.34K+ 7.79% |
$129K - $159K
|
32.3K
$2.21M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
975+ 7.76% |
$53.8K - $66.4K
|
13.5K
$924K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 8.42% |
$13K - $16K
|
3.03K
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59+ 0.53% |
$3.25K - $4.02K
|
11.2K
$764K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.07K- 7.06% |
$59K - $72.9K
|
14.1K
$960K
|