Purchases and Sales Made in Q4 2022 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 Q4 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
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
187K
New
$8.4M - $9.65M
187K $13M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
BUY
 -
123K
+ 34.66%
$5.53M - $6.36M
480K $33.2M
Jan 31, 2023 Q4 2022
Ae Wealth Management LLC

BUY
 -
43K
New
$1.93M - $2.22M
43K $2.98M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
37.6K
+ 27.04%
$1.69M - $1.94M
177K $12.2M
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
23.5K
+ 243.9%
$1.05M - $1.21M
33.1K $2.3M
Feb 09, 2023 Q4 2022
Lodestone Wealth Management LLC

Spokane, WA
BUY
 -
20.8K
New
$931K - $1.07M
20.8K $1.44M
Feb 14, 2023 Q4 2022
Masso Torrence Wealth Management Inc.

BUY
 -
13.1K
New
$589K - $676K
13.1K $910K
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
11.4K
New
$511K - $587K
11.4K $791K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
9.33K
+ 19.69%
$418K - $481K
56.7K $3.93M
Feb 02, 2023 Q4 2022
Western Wealth Management, LLC

BUY
 -
8.18K
New
$367K - $421K
8.18K $567K
Feb 07, 2023 Q4 2022
Commonwealth Equity Services, LLC

BUY
 -
6.04K
+ 15.1%
$271K - $311K
46.1K $3.19M
Feb 01, 2023 Q4 2022
Wealth Enhancement Advisory Services, LLC

BUY
 -
5.76K
+ 4.24%
$258K - $297K
142K $9.82M
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
5.21K
New
$233K - $268K
5.21K $361K
Feb 13, 2023 Q4 2022
Armbruster Capital Management, Inc.

BUY
 -
5.16K
+ 3.41%
$231K - $266K
156K $10.8M
Feb 06, 2023 Q4 2022
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
4.9K
+ 10658.7%
$220K - $252K
4.95K $343K
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
4.69K
+ 13.99%
$210K - $241K
38.2K $2.65M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
4.3K
New
$193K - $221K
4.3K $298K
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
3.8K
+ 15.51%
$170K - $196K
28.3K $1.96M
Jan 18, 2023 Q4 2022
Private Advisor Group, LLC

BUY
 -
3.29K
+ 11.62%
$147K - $169K
31.6K $2.19M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.29K
+ 134.81%
$147K - $169K
5.73K $397K
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
2.57K
+ 8.11%
$115K - $132K
34.2K $2.37M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
1.36K
New
$60.8K - $69.9K
1.36K $94.1K
Feb 14, 2023 Q4 2022
Win Advisors, Inc

BUY
 -
1.19K
New
$53.2K - $61.1K
1.19K $82.2K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
615
+ 10.8%
$27.6K - $31.7K
6.31K $437K
Feb 10, 2023 Q4 2022
Sculati Wealth Management, LLC

Bloomfield Hills, MI
BUY
 -
491
+ 2.22%
$22K - $25.3K
22.6K $1.57M
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
317
New
$14.2K - $16.3K
317 $22K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
211
+ 4.71%
$9.46K - $10.9K
4.69K $325K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
206
+ 1.38%
$9.23K - $10.6K
15.1K $1.05M
Jan 27, 2023 Q4 2022
Concord Wealth Partners

BUY
 -
114
New
$5.11K - $5.87K
114 $7.9K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
75
New
$3.36K - $3.86K
75 $5.2K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
69
+ 100.0%
$3.09K - $3.55K
138 $9.56K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
43
New
$1.93K - $2.21K
43 $2.98K
Feb 07, 2023 Q4 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
7
+ 0.4%
$314 - $360
1.77K $123K
Feb 03, 2023 Q4 2022
Tradition Wealth Management, LLC

BUY
 -
2
+ 0.5%
$89.7 - $103
401 $27.8K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 14, 2023 Q4 2022
E Rn Financial, LLC

SELL
 -
-2
- 0.02%
$89.7 - $103
8.87K $614K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-5
- 0.07%
$224 - $257
7.22K $500K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-35
- 20.11%
$1.57K - $1.8K
139 $9.63K
Jan 12, 2023 Q4 2022
Beacon Capital Management, Inc.

SELL
 -
-45
- 9.66%
$2.02K - $2.32K
421 $29.2K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

SELL
 -
-100
- 1.72%
$4.48K - $5.15K
5.72K $396K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-194
- 14.95%
$8.7K - $9.99K
1.1K $76.5K
Feb 09, 2023 Q4 2022
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-285
- 8.85%
$12.8K - $14.7K
2.94K $203K
Feb 01, 2023 Q4 2022
Cwm, LLC

SELL
 -
-318
- 4.81%
$14.3K - $16.4K
6.29K $436K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-460
- 25.92%
$20.6K - $23.7K
1.32K $91.1K
Feb 14, 2023 Q4 2022
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-1.53K
- 9.36%
$68.7K - $78.9K
14.8K $1.03M
Jan 02, 2024 Q4 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-7.08K
Closed
$317K - $364K
0 $0
Feb 14, 2023 Q4 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-10K
- 45.77%
$450K - $517K
11.9K $825K
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-19.9K
- 31.12%
$893K - $1.03M
44.1K $3.06M
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
SELL
 -
-25.9K
- 15.37%
$1.16M - $1.34M
143K $9.9M

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