Purchases and Sales Made in Q3 2022 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.1K+ 11.63% |
$1.58M - $1.92M
|
356K
$23.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
33.5KNew |
$1.43M - $1.73M
|
33.5K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22KNew |
$935K - $1.14M
|
22K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.4KNew |
$698K - $849K
|
16.4K
$1.09M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
14.7K+ 10.79% |
$627K - $763K
|
151K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.4KNew |
$614K - $747K
|
14.4K
$957K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.44K+ 26.74% |
$360K - $437K
|
40K
$2.66M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.7K+ 9.78% |
$243K - $295K
|
64K
$4.25M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.75K+ 2.84% |
$160K - $194K
|
136K
$9.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.29K+ 1.99% |
$140K - $171K
|
169K
$11.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.06KNew |
$130K - $159K
|
3.06K
$203K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.67K+ 1.22% |
$71.3K - $86.7K
|
139K
$9.23M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.06K+ 3.89% |
$45.2K - $54.9K
|
28.3K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
759+ 74.7% |
$32.3K - $39.3K
|
1.78K
$118K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
413+ 1.97% |
$17.6K - $21.4K
|
21.4K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
283+ 3.3% |
$12.1K - $14.7K
|
8.87K
$589K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
195+ 0.8% |
$8.31K - $10.1K
|
24.5K
$1.63M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
175New |
$7.46K - $9.07K
|
175
$11.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
175+ 0.8% |
$7.46K - $9.07K
|
22.1K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
32+ 0.72% |
$1.36K - $1.66K
|
4.48K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.5% |
$85.2 - $104
|
399
$26.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
1+ 2.22% |
$42.6 - $51.8
|
46
$3.05K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$42.6 - $51.8
|
419
$27.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1- 0.21% |
$42.6 - $51.8
|
466
$30.9K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-7- 5.65% |
$298 - $363
|
117
$7.77K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 22.73% |
$1.07K - $1.3K
|
85
$5.64K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-43- 19.82% |
$1.83K - $2.23K
|
174
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-51- 4.11% |
$2.17K - $2.64K
|
1.19K
$78.9K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-71- 1.23% |
$3.02K - $3.68K
|
5.7K
$378K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-106- 1.45% |
$4.52K - $5.49K
|
7.22K
$479K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-210- 3.48% |
$8.95K - $10.9K
|
5.82K
$386K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-669- 9.19% |
$28.5K - $34.7K
|
6.61K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-690- 17.65% |
$29.4K - $35.7K
|
3.22K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-732- 2.26% |
$31.2K - $37.9K
|
31.7K
$2.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-876- 40.29% |
$37.3K - $45.4K
|
1.3K
$86.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.18K- 10.9% |
$50.2K - $61.1K
|
9.64K
$640K
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.06K- 30.22% |
$131K - $159K
|
7.08K
$470K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.07K- 33.76% |
$131K - $159K
|
6.01K
$399K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.42K- 18.62% |
$146K - $177K
|
14.9K
$992K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.8K- 18.61% |
$462K - $561K
|
47.4K
$3.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-32.3K- 92.98% |
$1.38M - $1.67M
|
2.44K
$162K
|