Purchases and Sales Made in Q3 2024 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q3 2024. 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 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.21M+ 5392.44% |
$71.8M - $81.1M
|
1.23M
$85.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12M+ 1472.15% |
$66.7M - $75.2M
|
1.2M
$83.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
701KNew |
$41.7M - $47.1M
|
701K
$48.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
257KNew |
$15.3M - $17.2M
|
257K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 110.25% |
$13.6M - $15.4M
|
436K
$30.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
BUY
|
- |
156K+ 139.42% |
$9.31M - $10.5M
|
269K
$18.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151K+ 179.68% |
$8.99M - $10.1M
|
235K
$16.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
138K+ 586.92% |
$8.21M - $9.27M
|
162K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 10.85% |
$7.4M - $8.35M
|
1.27M
$88.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 38.06% |
$6.56M - $7.4M
|
400K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
93.1KNew |
$5.54M - $6.25M
|
93.1K
$6.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
89.5KNew |
$5.32M - $6.01M
|
89.5K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67.6KNew |
$4.02M - $4.54M
|
67.6K
$4.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
67.4KNew |
$4.01M - $4.53M
|
67.4K
$4.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
59K+ 34708.24% |
$3.51M - $3.96M
|
59.2K
$4.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
58.7KNew |
$3.49M - $3.94M
|
58.7K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.5K+ 13.04% |
$3.3M - $3.73M
|
481K
$33.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
55.4KNew |
$3.3M - $3.72M
|
55.4K
$3.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.8K+ 91.56% |
$3.2M - $3.61M
|
113K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53K+ 133.5% |
$3.15M - $3.56M
|
92.6K
$6.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
50.6KNew |
$3.01M - $3.4M
|
50.6K
$3.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.4K+ 62.56% |
$2.88M - $3.25M
|
126K
$8.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
44.9K+ 117.18% |
$2.67M - $3.01M
|
83.2K
$5.77M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40K+ 21076.84% |
$2.38M - $2.69M
|
40.2K
$2.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
39.1KNew |
$2.33M - $2.63M
|
39.1K
$2.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.2K+ 21.13% |
$2.16M - $2.43M
|
208K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
32.6KNew |
$1.94M - $2.19M
|
32.6K
$2.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.88M - $2.12M
|
31.6K
$2.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.5K+ 88.37% |
$1.63M - $1.84M
|
58.6K
$4.06M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.7KNew |
$1.53M - $1.73M
|
25.7K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
25.7KNew |
$1.53M - $1.72M
|
25.7K
$1.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 25.72% |
$1.53M - $1.72M
|
125K
$8.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.7K+ 29.28% |
$1.47M - $1.66M
|
109K
$7.58M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
BUY
|
- |
22.6KNew |
$1.34M - $1.52M
|
22.6K
$1.57M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22.2KNew |
$1.32M - $1.49M
|
22.2K
$1.54M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
22KNew |
$1.31M - $1.48M
|
22K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
20.4K+ 16.91% |
$1.22M - $1.37M
|
141K
$9.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.5K+ 23.43% |
$1.1M - $1.24M
|
97.5K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.2K+ 63.27% |
$1.08M - $1.22M
|
46.9K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
17.8K+ 89.02% |
$1.06M - $1.2M
|
37.8K
$2.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.8K+ 89.02% |
$1.06M - $1.2M
|
37.8K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
17.4KNew |
$1.04M - $1.17M
|
17.4K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15K+ 18.24% |
$890K - $1M
|
96.9K
$6.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.8K+ 247316.67% |
$883K - $996K
|
14.8K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
14.6KNew |
$866K - $977K
|
14.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.9K+ 80.62% |
$827K - $933K
|
31.1K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8KNew |
$763K - $861K
|
12.8K
$890K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.6K+ 6.39% |
$749K - $845K
|
209K
$14.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
12.4KNew |
$736K - $831K
|
12.4K
$859K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
12.4K+ 14.42% |
$735K - $830K
|
98.1K
$6.81M
|