Purchases and Sales Made in Q4 2025 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27.8K+ 79.6% |
$1.97M - $2.06M
|
62.8K
$4.45M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 187.35% |
$947K - $991K
|
20.5K
$1.46M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.75K+ 22.06% |
$548K - $574K
|
42.9K
$3.04M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.12KNew |
$362K - $379K
|
5.12K
$363K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.53K+ 30.75% |
$249K - $261K
|
15K
$1.06M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.98K+ 21.57% |
$140K - $147K
|
11.2K
$793K
|
|
|
Jan 14, 2026
Q4 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.49K+ 2.35% |
$106K - $110K
|
65.1K
$4.62M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 0.55% |
$81.5K - $85.3K
|
210K
$14.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
823+ 6.4% |
$58.2K - $60.9K
|
13.7K
$971K
|
|
|
Jan 20, 2026
Q4 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
503+ 4.22% |
$35.6K - $37.2K
|
12.4K
$881K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
298+ 8.46% |
$21.1K - $22.1K
|
3.82K
$271K
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
278+ 2.6% |
$19.7K - $20.6K
|
11K
$779K
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29+ 0.26% |
$2.05K - $2.15K
|
11.3K
$804K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
19New |
$1.34K - $1.41K
|
19
$1.35K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$142 - $148
|
2
$142
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $74
|
3.14K
$222K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48- 0.95% |
$3.4K - $3.55K
|
5.01K
$356K
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-65- 0.31% |
$4.6K - $4.81K
|
20.6K
$1.46M
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-547- 2.45% |
$38.7K - $40.5K
|
21.8K
$1.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-652- 9.96% |
$46.1K - $48.3K
|
5.89K
$418K
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-803- 6.39% |
$56.8K - $59.5K
|
11.8K
$835K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-828- 5.91% |
$58.6K - $61.3K
|
13.2K
$936K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.26K- 1.26% |
$89.5K - $93.6K
|
98.9K
$7.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.15K- 5.44% |
$152K - $159K
|
37.3K
$2.64M
|
|
|
Jan 20, 2026
Q4 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
SELL
|
- |
-3.1K- 58.94% |
$219K - $230K
|
2.16K
$153K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.8K- 1.54% |
$481K - $504K
|
435K
$30.9M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-9.1K- 23.15% |
$644K - $674K
|
30.2K
$2.14M
|
|