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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.57K+ 36.57% |
$173K - $191K
|
9.61K
$681K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
2.87KNew |
$192K - $213K
|
2.87K
$203K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
314+ 3.93% |
$21.1K - $23.3K
|
8.3K
$589K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 22.5% |
$1.21K - $1.34K
|
98
$6.95K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.91K+ 17.88% |
$128K - $142K
|
12.6K
$893K
|
|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1.5K- 10.68% |
$101K - $112K
|
12.6K
$892K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-357- 5.58% |
$24K - $26.5K
|
6.04K
$428K
|
|
|
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 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49New |
$3.29K - $3.64K
|
49
$3.48K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.15K- 91.02% |
$480K - $531K
|
706
$50.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.35K+ 14.3% |
$90.3K - $100K
|
10.8K
$763K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 59.18% |
$930K - $1.03M
|
9.56K
$678K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$705K - $781K
|
10.5K
$746K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.8KNew |
$188K - $208K
|
2.8K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 45.5% |
$16M - $17.7M
|
762K
$54M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.39K- 4.47% |
$429K - $475K
|
137K
$9.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-53.1K- 3.04% |
$3.57M - $3.95M
|
1.7M
$120M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3K- 10.28% |
$202K - $223K
|
26.2K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.7KNew |
$315K - $349K
|
4.7K
$333K
|
|
|
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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.8K+ 14.89% |
$4.41M - $4.88M
|
507K
$36M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
44+ 0.65% |
$2.95K - $3.27K
|
6.8K
$482K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.6K+ 159.88% |
$1.59M - $1.76M
|
38.4K
$2.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
930+ 48.64% |
$62.4K - $69.1K
|
2.84K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.84K+ 7.37% |
$593K - $657K
|
129K
$9.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.36KNew |
$226K - $250K
|
3.36K
$239K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
252+ 6.71% |
$16.9K - $18.7K
|
4.01K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.42K+ 5.14% |
$297K - $328K
|
90.4K
$6.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Real Talk Capital, LLC
Franklin, TN |
SELL
|
- |
-205- 2.62% |
$13.8K - $15.2K
|
7.61K
$540K
|
|
|
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 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
27.7KNew |
$1.86M - $2.05M
|
27.7K
$1.96M
|
|
|
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 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
84New |
$5.64K - $6.24K
|
84
$5.96K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.08KNew |
$207K - $229K
|
3.08K
$219K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.74K+ 92.13% |
$184K - $204K
|
5.72K
$405K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 12.0% |
$367K - $406K
|
51.1K
$3.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.27K+ 10.61% |
$152K - $169K
|
23.7K
$1.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-9.29K- 47.3% |
$623K - $690K
|
10.4K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.06K+ 2.44% |
$138K - $153K
|
86.2K
$6.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-689K- 53.92% |
$46.2M - $51.2M
|
589K
$41.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.76K+ 11.91% |
$386K - $428K
|
54.1K
$3.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 103.47% |
$318K - $352K
|
9.33K
$662K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-66.2K- 7.74% |
$4.44M - $4.92M
|
790K
$56M
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.07K+ 58.8% |
$340K - $377K
|
13.7K
$972K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
18.1K+ 70.83% |
$1.21M - $1.34M
|
43.6K
$3.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.77KNew |
$655K - $725K
|
9.77K
$693K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
177+ 3.86% |
$11.9K - $13.1K
|
4.76K
$338K
|
|
|
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
|
Ubs Group Ag
|
BUY
|
- |
10.3KNew |
$691K - $765K
|
10.3K
$730K
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.6K- 22.86% |
$107K - $119K
|
5.4K
$383K
|
|