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 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
7.48K+ 2.16% |
$413K - $510K
|
354K
$25.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.42K+ 36.69% |
$409K - $505K
|
27.6K
$2.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
7.03KNew |
$388K - $479K
|
7.03K
$515K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7KNew |
$386K - $477K
|
7K
$512K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
6.85K+ 8.29% |
$378K - $467K
|
89.5K
$6.55M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
6.81KNew |
$375K - $463K
|
6.81K
$498K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.63K+ 3.61% |
$365K - $451K
|
190K
$13.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
6.23K+ 4.68% |
$344K - $425K
|
139K
$10.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.88KNew |
$324K - $400K
|
5.88K
$430K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.28K+ 5.0% |
$291K - $359K
|
111K
$8.11M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.22K+ 12.09% |
$288K - $355K
|
48.4K
$3.54M
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
5.08K+ 35.73% |
$280K - $346K
|
19.3K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.03K+ 16.31% |
$277K - $343K
|
35.9K
$2.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.88KNew |
$269K - $333K
|
4.88K
$357K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.85K+ 78.91% |
$267K - $330K
|
11K
$804K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
4.78K+ 128.76% |
$264K - $326K
|
8.5K
$622K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.75KNew |
$262K - $323K
|
4.75K
$347K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.62KNew |
$255K - $315K
|
4.62K
$338K
|
|
|
Aug 04, 2025
Q2 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
4.42K+ 3.15% |
$244K - $301K
|
145K
$10.6M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.41K+ 6.77% |
$243K - $300K
|
69.5K
$5.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
4.29K+ 1.54% |
$236K - $292K
|
282K
$20.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.26K+ 16.5% |
$235K - $290K
|
30.1K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.18K+ 37.88% |
$230K - $285K
|
15.2K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.86KNew |
$213K - $263K
|
3.86K
$283K
|
|
|
Jul 22, 2025
Q2 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.75K+ 82.93% |
$207K - $255K
|
8.27K
$605K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72KNew |
$205K - $253K
|
3.72K
$272K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
3.58KNew |
$197K - $244K
|
3.58K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.49K+ 1.73% |
$192K - $238K
|
205K
$15M
|
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.14K+ 6.13% |
$173K - $214K
|
54.4K
$3.98M
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3.13KNew |
$173K - $213K
|
3.13K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$172K - $212K
|
3.11K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
3.06KNew |
$169K - $209K
|
3.06K
$224K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.03K+ 71.81% |
$167K - $207K
|
7.26K
$531K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.02KNew |
$167K - $206K
|
3.02K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.98KNew |
$164K - $203K
|
2.98K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.9K+ 3.57% |
$160K - $198K
|
84.2K
$6.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.8K+ 60.88% |
$154K - $191K
|
7.39K
$541K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.79K+ 71.27% |
$154K - $190K
|
6.71K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
2.74K+ 3.63% |
$151K - $187K
|
78.2K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
2.72K+ 20.63% |
$150K - $185K
|
15.9K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.59K+ 14.41% |
$143K - $176K
|
20.5K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.53K+ 57.0% |
$140K - $173K
|
6.98K
$510K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.5K+ 27.06% |
$138K - $170K
|
11.7K
$857K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.45K+ 65.09% |
$135K - $167K
|
6.21K
$455K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.36K+ 10.66% |
$130K - $161K
|
24.5K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.34K+ 7.79% |
$129K - $159K
|
32.3K
$2.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
2.11K+ 7.73% |
$117K - $144K
|
29.4K
$2.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.02K+ 4.48% |
$111K - $138K
|
47.1K
$3.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.95K+ 0.41% |
$108K - $133K
|
477K
$34.9M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.75K+ 1315.04% |
$96.5K - $119K
|
1.88K
$138K
|