Purchases and Sales Made in Q3 2023 in Invesco S&P Smallcap Momentum (XSMO)

XSMO Quotes by TradingView

This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q3 2023. 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
Oct 10, 2023 Q3 2023
Systelligence, LLC

BUY
 -
164K
New
$7.75M - $8.4M
164K $10.9M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
36.1K
New
$1.71M - $1.85M
36.1K $2.41M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
33.3K
+ 28.2%
$1.57M - $1.7M
151K $10.1M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
17.6K
+ 3.68%
$834K - $903K
496K $33M
Nov 14, 2023 Q3 2023
Virtu Financial LLC

New York, NY
BUY
 -
13.7K
New
$645K - $699K
13.7K $909K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
12.5K
New
$589K - $638K
12.5K $829K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
11.7K
New
$555K - $601K
11.7K $782K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.34K
+ 6.65%
$442K - $478K
150K $9.97M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.03K
+ 24.72%
$332K - $360K
35.5K $2.36M
Oct 17, 2023 Q3 2023
Armbruster Capital Management, Inc.

BUY
 -
4.52K
+ 2.77%
$214K - $231K
167K $11.1M
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
BUY
 -
3.52K
+ 1.99%
$166K - $180K
181K $12M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
3K
+ 4.65%
$142K - $154K
67.6K $4.5M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
2.08K
+ 7.17%
$98.2K - $106K
31K $2.07M
Nov 09, 2023 Q3 2023
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
1.86K
+ 6.7%
$87.7K - $95K
29.5K $1.97M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
1.85K
+ 22.94%
$87.3K - $94.6K
9.9K $659K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.41K
+ 33.4%
$66.7K - $72.2K
5.63K $375K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.4K
+ 19.45%
$66.1K - $71.6K
8.59K $571K
Nov 13, 2023 Q3 2023
Anson Capital, Inc.

BUY
 -
1.19K
+ 9.53%
$56.4K - $61.1K
13.7K $913K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
636
New
$30.1K - $32.6K
636 $42.3K
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
348
+ 1.87%
$16.4K - $17.8K
19K $1.26M
Nov 14, 2023 Q3 2023
Titleist Asset Management, LLC

San Antonio, TX
BUY
 -
282
+ 0.62%
$13.3K - $14.4K
45.7K $3.04M
Nov 06, 2023 Q3 2023
E Rn Financial, LLC

BUY
 -
263
+ 2.79%
$12.4K - $13.5K
9.7K $646K
Nov 15, 2023 Q3 2023
American Trust

Lexington, KY
BUY
 -
246
+ 1.48%
$11.6K - $12.6K
16.8K $1.12M
Nov 09, 2023 Q3 2023
Citigroup Inc

BUY
 -
220
+ 4.26%
$10.4K - $11.3K
5.39K $358K
Jan 12, 2024 Q3 2023
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
150
+ 1.5%
$7.09K - $7.68K
10.1K $674K
Oct 10, 2023 Q3 2023
National Bank Of Canada

BUY
 -
64
+ 7.33%
$3.03K - $3.28K
937 $62.4K
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
10
+ 0.18%
$473 - $512
5.68K $378K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
1
+ 0.25%
$47.3 - $51.2
405 $27K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 10, 2023 Q3 2023
Beacon Capital Management, Inc.

SELL
 -
-7
- 1.67%
$331 - $358
412 $27.4K
Nov 09, 2023 Q3 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-99
- 0.22%
$4.68K - $5.07K
44K $2.93M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

SELL
 -
-147
- 1.15%
$6.95K - $7.53K
12.6K $839K
Nov 01, 2023 Q3 2023
Lowery Thomas, LLC

San Francisco, CA
SELL
 -
-409
- 3.01%
$19.3K - $20.9K
13.2K $876K
Nov 13, 2023 Q3 2023
Marmo Financial Group, LLC

Johnson City, TN
SELL
 -
-571
- 0.48%
$27K - $29.2K
119K $7.9M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-1.17K
- 8.62%
$55.4K - $60K
12.4K $826K
Oct 20, 2023 Q3 2023
Lodestone Wealth Management LLC

Spokane, WA
SELL
 -
-1.28K
- 5.32%
$60.3K - $65.3K
22.7K $1.51M
Nov 07, 2023 Q3 2023
Masso Torrence Wealth Management Inc.

SELL
 -
-1.42K
- 10.1%
$67.2K - $72.8K
12.6K $842K
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-2.15K
Closed
$102K - $110K
0 $0
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-2.31K
- 13.79%
$109K - $118K
14.5K $962K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-2.31K
- 28.91%
$109K - $118K
5.69K $379K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-2.52K
- 87.68%
$119K - $129K
354 $23.6K
Nov 14, 2023 Q3 2023
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-2.63K
- 35.45%
$125K - $135K
4.8K $319K
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

SELL
 -
-3.76K
- 13.37%
$178K - $193K
24.4K $1.62M
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-4.24K
- 9.88%
$200K - $217K
38.6K $2.57M
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-8.32K
- 24.93%
$393K - $426K
25K $1.67M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-9.44K
- 78.89%
$446K - $484K
2.53K $168K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-30.4K
- 81.93%
$1.44M - $1.56M
6.7K $446K

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