Purchases and Sales Made in Q3 2025 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q3 2025. 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, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 28.44% |
$19.7M - $21.8M
|
1.33M
$94.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 12.83% |
$16.1M - $17.8M
|
2.1M
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 45.5% |
$16M - $17.7M
|
762K
$54M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 68.56% |
$12.1M - $13.4M
|
444K
$31.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 111.78% |
$7.88M - $8.72M
|
222K
$15.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
102KNew |
$6.85M - $7.58M
|
102K
$7.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
90.4K+ 58.99% |
$6.07M - $6.72M
|
244K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
87.4KNew |
$5.86M - $6.49M
|
87.4K
$6.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
69.9K+ 1473.39% |
$4.69M - $5.2M
|
74.7K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.8K+ 14.89% |
$4.41M - $4.88M
|
507K
$36M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
58.5K+ 1515.33% |
$3.93M - $4.35M
|
62.4K
$4.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
56.6K+ 251.26% |
$3.8M - $4.21M
|
79.2K
$5.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 31.59% |
$3.39M - $3.75M
|
210K
$14.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 650.22% |
$3.3M - $3.65M
|
56.7K
$4.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.7K+ 20.81% |
$3.06M - $3.39M
|
265K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 2.35% |
$2.5M - $2.76M
|
1.62M
$115M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
32.9K+ 78.37% |
$2.2M - $2.44M
|
74.8K
$5.3M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32.8KNew |
$2.2M - $2.44M
|
32.8K
$2.33M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29K+ 48.68% |
$1.95M - $2.15M
|
88.6K
$6.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
28.6KNew |
$1.92M - $2.13M
|
28.6K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1.91M - $2.12M
|
28.5K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
27.7KNew |
$1.86M - $2.05M
|
27.7K
$1.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
25.2KNew |
$1.69M - $1.87M
|
25.2K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.6K+ 159.88% |
$1.59M - $1.76M
|
38.4K
$2.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 41.33% |
$1.43M - $1.59M
|
73K
$5.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.6K+ 16.79% |
$1.25M - $1.38M
|
129K
$9.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
18.1K+ 70.83% |
$1.21M - $1.34M
|
43.6K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
17.4K+ 12.03% |
$1.17M - $1.29M
|
162K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.9K+ 44.2% |
$1.06M - $1.18M
|
51.7K
$3.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
15.8KNew |
$1.06M - $1.18M
|
15.8K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 7.58% |
$1M - $1.11M
|
212K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$989K - $1.09M
|
14.7K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 85.54% |
$902K - $999K
|
29.2K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
13.1K+ 4.05% |
$881K - $975K
|
337K
$23.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
12.6K+ 173.77% |
$846K - $937K
|
19.9K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.1K+ 22.34% |
$815K - $903K
|
66.5K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12.1KNew |
$809K - $895K
|
12.1K
$855K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 13.82% |
$738K - $817K
|
90.5K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$705K - $781K
|
10.5K
$746K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
10.3KNew |
$691K - $765K
|
10.3K
$730K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.97K+ 12.82% |
$669K - $741K
|
87.8K
$6.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.77KNew |
$655K - $725K
|
9.77K
$693K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.44K+ 1.98% |
$634K - $701K
|
487K
$34.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.26K+ 30.81% |
$621K - $688K
|
39.3K
$2.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.25K+ 10.75% |
$621K - $687K
|
95.3K
$6.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.84K+ 7.37% |
$593K - $657K
|
129K
$9.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$580K - $643K
|
8.65K
$614K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.6KNew |
$577K - $639K
|
8.6K
$610K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.02K+ 129.05% |
$538K - $596K
|
14.2K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.99KNew |
$536K - $593K
|
7.99K
$566K
|
|