Latest Institutional Transactions on Invesco S&P Smallcap Momentum (XSMO)
This table provides information on the latest institutional transactions involving Invesco S&P Smallcap Momentum (XSMO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.78K+ 67.88% |
$181K - $205K
|
6.88K
$478K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
140+ 4.5% |
$9.11K - $10.3K
|
3.25K
$226K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
12.8K+ 11.52% |
$832K - $943K
|
124K
$8.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
5.26K+ 20.46% |
$342K - $388K
|
31K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.9K+ 10.1% |
$644K - $730K
|
108K
$7.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
361+ 440.24% |
$23.5K - $26.6K
|
443
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 13.53% |
$854K - $967K
|
110K
$7.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.21K+ 91.38% |
$209K - $237K
|
6.73K
$467K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
261+ 1.23% |
$17K - $19.2K
|
21.5K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
1.58K+ 23.04% |
$103K - $117K
|
8.45K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
91+ 151.67% |
$5.92K - $6.71K
|
151
$10.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.4K+ 126.6% |
$805K - $912K
|
22.1K
$1.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-553- 3.31% |
$36K - $40.8K
|
16.2K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
340+ 5.98% |
$22.1K - $25.1K
|
6.03K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.07KNew |
$200K - $226K
|
3.07K
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 0.58% |
$77.7K - $88K
|
204K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
5.44KNew |
$354K - $401K
|
5.44K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
201+ 100.5% |
$13.1K - $14.8K
|
401
$27.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
7.9KNew |
$514K - $583K
|
7.9K
$548K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
10+ 0.1% |
$651 - $737
|
9.79K
$679K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
3.61KNew |
$235K - $266K
|
3.61K
$250K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58.5KNew |
$3.81M - $4.31M
|
58.5K
$4.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.3K+ 7.93% |
$1.32M - $1.5M
|
277K
$19.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.36K+ 16.21% |
$154K - $174K
|
16.9K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-142- 1.98% |
$9.24K - $10.5K
|
7.03K
$488K
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-10- 0.16% |
$651 - $737
|
6.29K
$436K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.88K+ 45.36% |
$122K - $138K
|
6.02K
$418K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-615- 10.17% |
$40K - $45.3K
|
5.43K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20New |
$1.3K - $1.47K
|
20
$1.39K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
162+ 3.32% |
$10.5K - $11.9K
|
5.05K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.3K+ 52.94% |
$1.39M - $1.57M
|
61.5K
$4.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-775- 3.49% |
$50.4K - $57.1K
|
21.4K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-6.3K- 2.35% |
$410K - $465K
|
262K
$18.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-95- 0.44% |
$6.18K - $7K
|
21.4K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.8K+ 226.54% |
$705K - $799K
|
15.6K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.38KNew |
$155K - $176K
|
2.38K
$165K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50.5K+ 253.3% |
$3.29M - $3.73M
|
70.5K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
422+ 0.24% |
$27.5K - $31.1K
|
174K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$1.14M - $1.29M
|
17.5K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
35.6KNew |
$2.32M - $2.63M
|
35.6K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 1.58% |
$3.58K - $4.05K
|
3.53K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 2.06% |
$74.3K - $84.2K
|
54.3K
$3.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
17.7KNew |
$1.15M - $1.3M
|
17.7K
$1.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
374+ 0.63% |
$24.3K - $27.6K
|
59.5K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
138+ 3.64% |
$8.98K - $10.2K
|
3.93K
$273K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.37K+ 20.51% |
$219K - $248K
|
19.8K
$1.37M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.91K+ 8.16% |
$580K - $657K
|
118K
$8.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.83K+ 79.77% |
$184K - $208K
|
6.37K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
62KNew |
$4.04M - $4.57M
|
62K
$4.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$127K - $144K
|
1.95K
$135K
|