Purchases and Sales Made in Q3 2024 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 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 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
1.59K
New
$94.4K - $106K
1.59K $109K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.46K
New
$86.8K - $98K
1.46K $101K
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.29K
New
$76.5K - $86.3K
1.29K $88.7K
Nov 08, 2024 Q3 2024
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
1.1K
+ 7.0%
$65.4K - $73.8K
16.8K $1.16M
Oct 15, 2024 Q3 2024
Pfg Advisors

BUY
 -
1.04K
+ 4.33%
$61.6K - $69.5K
24.9K $1.72M
Nov 07, 2024 Q3 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
1.02K
+ 5.36%
$60.4K - $68.1K
20K $1.38M
Oct 15, 2024 Q3 2024
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
999
New
$59.4K - $67.1K
999 $68.9K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
933
+ 2.73%
$55.5K - $62.6K
35.1K $2.42M
Nov 14, 2024 Q3 2024
Qube Research & Technologies LTD

London, X0
BUY
 -
900
New
$53.6K - $60.4K
900 $62.1K
Oct 15, 2024 Q3 2024
Accel Wealth Management

BUY
 -
889
+ 5.72%
$52.9K - $59.7K
16.4K $1.13M
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
533
New
$31.7K - $35.8K
533 $36.8K
Oct 15, 2024 Q3 2024
E Rn Financial, LLC

BUY
 -
515
+ 4.9%
$30.6K - $34.6K
11K $761K
Nov 14, 2024 Q3 2024
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
471
New
$28K - $31.6K
471 $32.5K
Nov 14, 2024 Q3 2024
Integrated Wealth Concepts LLC

BUY
 -
457
+ 3.77%
$27.2K - $30.7K
12.6K $869K
Feb 04, 2025 Q3 2024
Ifp Advisors, Inc

BUY
 -
400
New
$23.8K - $26.9K
400 $27.6K
Oct 10, 2024 Q3 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
389
+ 9.73%
$23.1K - $26.1K
4.39K $303K
Nov 06, 2024 Q3 2024
Comprehensive Wealth Management, LLC

Lynnwood, WA
BUY
 -
240
+ 2.35%
$14.3K - $16.1K
10.5K $721K
Nov 15, 2024 Q3 2024
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
230
+ 23.26%
$13.7K - $15.4K
1.22K $84.1K
Nov 12, 2024 Q3 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
225
New
$13.4K - $15.1K
225 $15.5K
Nov 12, 2024 Q3 2024
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
200
New
$11.9K - $13.4K
200 $13.8K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
165
New
$9.82K - $11.1K
165 $11.4K
Nov 01, 2024 Q3 2024
Assetmark, Inc

BUY
 -
159
New
$9.46K - $10.7K
159 $11K
Oct 28, 2024 Q3 2024
Stephens Inc

BUY
 -
155
+ 2.21%
$9.22K - $10.4K
7.17K $495K
Oct 09, 2024 Q3 2024
Pinnacle Bancorp, Inc.

BUY
 -
124
New
$7.38K - $8.33K
124 $8.55K
Nov 14, 2024 Q3 2024
Solutions 4 Wealth, LTD

Southlake, TX
BUY
 -
100
+ 1.03%
$5.95K - $6.71K
9.78K $674K
Nov 18, 2024 Q3 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
80
New
$4.76K - $5.37K
80 $5.52K
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
77
New
$4.58K - $5.17K
77 $5.31K
Oct 23, 2024 Q3 2024
Allworth Financial LP

BUY
 -
60
New
$3.57K - $4.03K
60 $4.14K
Nov 01, 2024 Q3 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
33
+ 0.2%
$1.96K - $2.22K
16.4K $1.13M
Oct 28, 2024 Q3 2024
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
24
+ 171.43%
$1.43K - $1.61K
38 $2.62K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
21
New
$1.25K - $1.41K
21 $1.45K
Oct 10, 2024 Q3 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
15
+ 25.0%
$893 - $1.01K
75 $5.17K
Oct 24, 2024 Q3 2024
Inscription Capital, LLC

Houston, TX
BUY
 -
10
+ 0.29%
$595 - $671
3.51K $242K
Oct 16, 2024 Q3 2024
Global Retirement Partners, LLC

BUY
 -
5
+ 6.49%
$298 - $336
82 $5.66K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
2
New
$119 - $134
2 $138
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
SELL
 -
-107
- 1.08%
$6.37K - $7.18K
9.77K $674K
Nov 13, 2024 Q3 2024
Titleist Asset Management, LLC

San Antonio, TX
SELL
 -
-182
- 0.29%
$10.8K - $12.2K
63.5K $4.38M
Dec 26, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
SELL
 -
-190
- 89.2%
$11.3K - $12.8K
23 $1.59K
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
SELL
 -
-190
- 89.2%
$11.3K - $12.8K
23 $1.59K
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
SELL
 -
-214
- 6.03%
$12.7K - $14.4K
3.33K $230K
Nov 12, 2024 Q3 2024
Institute For Wealth Management, Llc.

SELL
 -
-215
- 0.99%
$12.8K - $14.4K
21.5K $1.48M
Nov 12, 2024 Q3 2024
Western Wealth Management, LLC

SELL
 -
-228
- 1.82%
$13.6K - $15.3K
12.3K $849K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-306
- 5.75%
$18.2K - $20.5K
5.02K $346K
Nov 05, 2024 Q3 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-600
- 1.48%
$35.7K - $40.3K
39.8K $2.75M
Oct 24, 2024 Q3 2024
Anson Capital, Inc.

SELL
 -
-635
- 3.66%
$37.8K - $42.6K
16.7K $1.15M
Nov 13, 2024 Q3 2024
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-781
- 10.09%
$46.5K - $52.4K
6.96K $480K
Oct 11, 2024 Q3 2024
Fifth Third Securities, Inc.

SELL
 -
-1.13K
- 19.05%
$66.9K - $75.5K
4.78K $330K
Nov 12, 2024 Q3 2024
Merriman Wealth Management, LLC

SELL
 -
-1.5K
- 10.41%
$89.3K - $101K
12.9K $891K

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