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 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
1.72K+ 9.23% |
$94.6K - $117K
|
20.3K
$1.49M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1.67K+ 8.48% |
$91.8K - $113K
|
21.3K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.52K+ 15.8% |
$83.8K - $103K
|
11.1K
$814K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 3.93% |
$80.2K - $99.1K
|
38.5K
$2.82M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.43K+ 5.37% |
$78.8K - $97.3K
|
28K
$2.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.39K+ 8.76% |
$76.9K - $94.9K
|
17.3K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
996+ 11.54% |
$54.9K - $67.8K
|
9.63K
$704K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
975+ 7.76% |
$53.8K - $66.4K
|
13.5K
$991K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
971+ 29.5% |
$53.6K - $66.1K
|
4.26K
$312K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
900New |
$49.6K - $61.3K
|
900
$65.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
884+ 1.98% |
$48.8K - $60.2K
|
45.6K
$3.33M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
867+ 8.44% |
$47.8K - $59.1K
|
11.1K
$815K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
850+ 3.54% |
$46.9K - $57.9K
|
24.9K
$1.82M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
848+ 0.88% |
$46.8K - $57.8K
|
97.2K
$7.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
776+ 14.5% |
$42.8K - $52.9K
|
6.13K
$448K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
665+ 7.6% |
$36.7K - $45.3K
|
9.41K
$689K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
606New |
$33.4K - $41.3K
|
606
$44.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
590New |
$32.5K - $40.2K
|
590
$43.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
571+ 3.73% |
$31.5K - $38.9K
|
15.9K
$1.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
473+ 12.39% |
$26.1K - $32.2K
|
4.29K
$314K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
456+ 2.6% |
$25.1K - $31.1K
|
18K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
424+ 3.14% |
$23.4K - $28.9K
|
13.9K
$1.02M
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
402New |
$22.2K - $27.4K
|
402
$29.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
363+ 23.43% |
$20K - $24.7K
|
1.91K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
342+ 5.33% |
$18.9K - $23.3K
|
6.76K
$494K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
312+ 7.34% |
$17.2K - $21.3K
|
4.56K
$334K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
235+ 8.42% |
$13K - $16K
|
3.03K
$221K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
212+ 3.0% |
$11.7K - $14.4K
|
7.28K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
206+ 4.04% |
$11.4K - $14K
|
5.3K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
198+ 2.69% |
$10.9K - $13.5K
|
7.56K
$553K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
183+ 3.79% |
$10.1K - $12.5K
|
5.02K
$367K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
160New |
$8.82K - $10.9K
|
160
$11.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
150New |
$8.27K - $10.2K
|
150
$11K
|
|
|
Jul 31, 2025
Q2 2025
|
Peterson Wealth Services
|
BUY
|
- |
134+ 2.0% |
$7.39K - $9.13K
|
6.82K
$499K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
126+ 1.42% |
$6.95K - $8.58K
|
8.99K
$658K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
85+ 50.0% |
$4.69K - $5.79K
|
255
$18.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
64+ 0.81% |
$3.53K - $4.36K
|
7.99K
$584K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$3.25K - $4.02K
|
59
$4.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
59+ 0.53% |
$3.25K - $4.02K
|
11.2K
$820K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
50+ 0.23% |
$2.76K - $3.41K
|
21.4K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
36+ 8.13% |
$1.99K - $2.45K
|
479
$35K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
32+ 0.42% |
$1.76K - $2.18K
|
7.66K
$560K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
31+ 1.61% |
$1.71K - $2.11K
|
1.96K
$144K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
17+ 1.94% |
$938 - $1.16K
|
894
$65.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11+ 0.05% |
$607 - $749
|
21.4K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.07% |
$386 - $477
|
9.81K
$717K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5New |
$276 - $341
|
5
$366
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2+ 0.12% |
$110 - $136
|
1.68K
$123K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4- 0.09% |
$221 - $272
|
4.59K
$336K
|