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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$198K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
19New |
$1.34K - $1.41K
|
19
$1.35K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.12KNew |
$362K - $379K
|
5.12K
$363K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-547- 2.45% |
$38.7K - $40.5K
|
21.8K
$1.54M
|
|
|
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 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
27.8K+ 79.6% |
$1.97M - $2.06M
|
62.8K
$4.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
7.75K+ 22.06% |
$548K - $574K
|
42.9K
$3.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-48- 0.95% |
$3.4K - $3.55K
|
5.01K
$356K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.15K+ 0.55% |
$81.5K - $85.3K
|
210K
$14.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-803- 6.39% |
$56.8K - $59.5K
|
11.8K
$835K
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
298+ 8.46% |
$21.1K - $22.1K
|
3.82K
$271K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
823+ 6.4% |
$58.2K - $60.9K
|
13.7K
$971K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.4K+ 187.35% |
$947K - $991K
|
20.5K
$1.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.8K- 1.54% |
$481K - $504K
|
435K
$30.9M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$70.8 - $74
|
3.14K
$222K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.26K- 1.26% |
$89.5K - $93.6K
|
98.9K
$7.02M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
SELL
|
- |
-9.1K- 23.15% |
$644K - $674K
|
30.2K
$2.14M
|
|
|
Jan 06, 2026
Q4 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
29+ 0.26% |
$2.05K - $2.15K
|
11.3K
$804K
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-2.15K- 5.44% |
$152K - $159K
|
37.3K
$2.64M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$142 - $148
|
2
$142
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29K+ 48.68% |
$1.95M - $2.15M
|
88.6K
$6.28M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
314+ 35.04% |
$21.1K - $23.3K
|
1.21K
$85.8K
|
|
|
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
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.91K+ 17.88% |
$128K - $142K
|
12.6K
$893K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18+ 22.5% |
$1.21K - $1.34K
|
98
$6.95K
|
|
|
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
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.9K- 59.18% |
$930K - $1.03M
|
9.56K
$678K
|
|
|
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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.15K- 91.02% |
$480K - $531K
|
706
$50.1K
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.39K- 4.47% |
$429K - $475K
|
137K
$9.69M
|
|
|
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
|
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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
930+ 48.64% |
$62.4K - $69.1K
|
2.84K
$202K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.7KNew |
$315K - $349K
|
4.7K
$333K
|
|
|
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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$705K - $781K
|
10.5K
$746K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 45.5% |
$16M - $17.7M
|
762K
$54M
|
|
|
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
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.08KNew |
$207K - $229K
|
3.08K
$219K
|
|
|
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
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 28.44% |
$19.7M - $21.8M
|
1.33M
$94.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
27.7KNew |
$1.86M - $2.05M
|
27.7K
$1.96M
|
|