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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
627K+ 154.42% |
$34.6M - $42.7M
|
1.03M
$75.6M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
380K+ 27.71% |
$20.9M - $25.9M
|
1.75M
$128M
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
324KNew |
$17.9M - $22.1M
|
324K
$23.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
288K+ 50.81% |
$15.9M - $19.6M
|
856K
$62.6M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
167KNew |
$9.21M - $11.4M
|
167K
$12.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
163K+ 54.64% |
$9.01M - $11.1M
|
463K
$33.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
120KNew |
$6.62M - $8.17M
|
120K
$8.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
117K+ 145.98% |
$6.46M - $7.97M
|
197K
$14.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
103K+ 8.77% |
$5.68M - $7.02M
|
1.28M
$93.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92K+ 5.19% |
$5.07M - $6.27M
|
1.87M
$136M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78.5K+ 21.61% |
$4.33M - $5.35M
|
442K
$32.3M
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
77.8KNew |
$4.29M - $5.3M
|
77.8K
$5.69M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
76.2K+ 774.77% |
$4.2M - $5.19M
|
86K
$6.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
70KNew |
$3.86M - $4.77M
|
70K
$5.12M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
62.9K+ 4.15% |
$3.47M - $4.28M
|
1.58M
$116M
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
53.4K+ 1657.07% |
$2.95M - $3.64M
|
56.6K
$4.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
52.6K+ 52.23% |
$2.9M - $3.58M
|
153K
$11.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
47.2K+ 302.95% |
$2.6M - $3.21M
|
62.7K
$4.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
34.4KNew |
$1.9M - $2.34M
|
34.4K
$2.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
33.1KNew |
$1.83M - $2.26M
|
33.1K
$2.42M
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32.8KNew |
$1.81M - $2.23M
|
32.8K
$2.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
27.5K+ 191.27% |
$1.52M - $1.87M
|
41.9K
$3.07M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.5K+ 5.33% |
$1.46M - $1.81M
|
524K
$38.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.1K+ 11.76% |
$1.27M - $1.57M
|
219K
$16.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22K+ 18.19% |
$1.21M - $1.5M
|
143K
$10.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.8K+ 11.13% |
$1.2M - $1.48M
|
218K
$15.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.8K+ 39.63% |
$1.09M - $1.35M
|
69.7K
$5.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
17KNew |
$938K - $1.16M
|
17K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 11.7% |
$924K - $1.14M
|
160K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16.5K+ 183.04% |
$910K - $1.12M
|
25.5K
$1.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
14.8KNew |
$816K - $1.01M
|
14.8K
$1.08M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
14.6K+ 21.06% |
$803K - $991K
|
83.7K
$6.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
14.4KNew |
$793K - $980K
|
14.4K
$1.05M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
14.2KNew |
$785K - $970K
|
14.2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
13.7K+ 80.76% |
$756K - $934K
|
30.7K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.3K+ 560.77% |
$735K - $908K
|
15.7K
$1.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
13K+ 19.88% |
$718K - $887K
|
78.5K
$5.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12KNew |
$663K - $819K
|
12K
$880K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.8KNew |
$651K - $804K
|
11.8K
$863K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
11.5K+ 37.08% |
$636K - $786K
|
42.7K
$3.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.9KNew |
$599K - $740K
|
10.9K
$795K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
10.1KNew |
$555K - $686K
|
10.1K
$737K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.59KNew |
$529K - $653K
|
9.59K
$702K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.94K+ 167.89% |
$493K - $609K
|
14.3K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.93K+ 20.89% |
$492K - $608K
|
51.7K
$3.78M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.75KNew |
$483K - $596K
|
8.75K
$640K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.52K+ 63.43% |
$470K - $580K
|
21.9K
$1.61M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.06K+ 6.57% |
$444K - $549K
|
131K
$9.55M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.84KNew |
$432K - $534K
|
7.84K
$573K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.51KNew |
$414K - $512K
|
7.51K
$550K
|