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 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-29- 2.46% |
$1.6K - $1.98K
|
1.15K
$84.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-63- 4.82% |
$3.47K - $4.29K
|
1.24K
$91K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-69- 1.99% |
$3.81K - $4.7K
|
3.39K
$248K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-69- 0.07% |
$3.81K - $4.7K
|
100K
$7.34M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-110- 66.67% |
$6.07K - $7.49K
|
55
$4.02K
|
|
|
Aug 11, 2025
Q2 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-136- 2.74% |
$7.5K - $9.26K
|
4.82K
$353K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-185- 1.7% |
$10.2K - $12.6K
|
10.7K
$782K
|
|
|
Jul 16, 2025
Q2 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-218- 0.78% |
$12K - $14.8K
|
27.8K
$2.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-258- 1.93% |
$14.2K - $17.6K
|
13.1K
$959K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-389- 23.82% |
$21.5K - $26.5K
|
1.24K
$91K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-470- 25.66% |
$25.9K - $32K
|
1.36K
$99.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-659- 20.61% |
$36.3K - $44.9K
|
2.54K
$186K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-730- 4.57% |
$40.3K - $49.7K
|
15.3K
$1.12M
|
|
|
Aug 08, 2025
Q2 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-850- 18.07% |
$46.9K - $57.9K
|
3.86K
$282K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-921- 9.85% |
$50.8K - $62.7K
|
8.43K
$617K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.07K- 7.06% |
$59K - $72.9K
|
14.1K
$1.03M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 46.26% |
$61.3K - $75.7K
|
1.29K
$94.5K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-1.18K- 7.29% |
$65K - $80.3K
|
15K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 20.76% |
$66.2K - $81.8K
|
4.59K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.36K- 5.98% |
$75K - $92.6K
|
21.4K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.72K- 27.94% |
$95K - $117K
|
4.44K
$325K
|
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.75K- 9.32% |
$96.7K - $119K
|
17K
$1.25M
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-1.81K- 2.06% |
$99.5K - $123K
|
85.6K
$6.26M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.93K- 99.64% |
$107K - $132K
|
7
$512
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 48.71% |
$224K - $277K
|
4.28K
$313K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.15K- 39.33% |
$229K - $282K
|
6.4K
$468K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.59K- 16.11% |
$253K - $312K
|
23.9K
$1.75M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.84K- 9.78% |
$267K - $330K
|
44.7K
$3.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
SELL
|
- |
-5.6K- 5.17% |
$309K - $381K
|
103K
$7.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.55K- 45.48% |
$361K - $446K
|
7.86K
$575K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.66K- 59.27% |
$367K - $454K
|
4.58K
$335K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-6.78K- 41.31% |
$374K - $462K
|
9.63K
$705K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.31K- 24.49% |
$403K - $498K
|
22.5K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.95K- 8.46% |
$438K - $541K
|
86K
$6.29M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.58K- 8.81% |
$473K - $584K
|
88.8K
$6.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-9.13K- 15.15% |
$504K - $622K
|
51.2K
$3.74M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.6K- 2.77% |
$584K - $721K
|
372K
$27.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.5K- 28.19% |
$633K - $781K
|
29.2K
$2.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-11.8K- 12.92% |
$651K - $804K
|
79.5K
$5.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 12.07% |
$795K - $982K
|
105K
$7.68M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-27.1K- 83.84% |
$1.5M - $1.85M
|
5.23K
$383K
|
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-28.8K- 59.46% |
$1.59M - $1.96M
|
19.6K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.3K- 88.32% |
$2.67M - $3.29M
|
6.39K
$467K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.3K- 69.47% |
$2.94M - $3.63M
|
23.4K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-64.7K- 89.88% |
$3.57M - $4.4M
|
7.28K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-104K- 28.31% |
$5.74M - $7.08M
|
263K
$19.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-244K- 15.11% |
$13.5M - $16.6M
|
1.37M
$100M
|