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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1.91M - $2.12M
|
28.5K
$2.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
505+ 3.63% |
$33.9K - $37.5K
|
14.4K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.02K+ 129.05% |
$538K - $596K
|
14.2K
$1.01M
|
|
|
Nov 13, 2025
Q3 2025
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-602- 4.22% |
$40.4K - $44.7K
|
13.7K
$969K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.35K- 7.5% |
$90.5K - $100K
|
16.6K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-83.8K- 60.09% |
$5.62M - $6.23M
|
55.7K
$3.95M
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.29K+ 47.94% |
$489K - $542K
|
22.5K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
408+ 3.76% |
$27.4K - $30.3K
|
11.3K
$799K
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.17KNew |
$347K - $384K
|
5.17K
$366K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.14K- 91.32% |
$76.2K - $84.4K
|
108
$7.66K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.62KNew |
$243K - $269K
|
3.62K
$256K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
290+ 1.18% |
$19.5K - $21.5K
|
24.8K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-834- 11.45% |
$56K - $62K
|
6.45K
$457K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
13.1K+ 4.05% |
$881K - $975K
|
337K
$23.9M
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 7.58% |
$1M - $1.11M
|
212K
$15.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
767+ 10957.14% |
$51.5K - $57K
|
774
$54.9K
|
|
|
Nov 12, 2025
Q3 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.25% |
$67.1 - $74.3
|
404
$28.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 12.27% |
$181K - $200K
|
24.6K
$1.75M
|
|
|
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 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
17.4K+ 12.03% |
$1.17M - $1.29M
|
162K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
102KNew |
$6.85M - $7.58M
|
102K
$7.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.3K- 18.89% |
$1.23M - $1.36M
|
78.8K
$5.59M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2- 0.02% |
$134 - $149
|
11K
$779K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-213- 0.72% |
$14.3K - $15.8K
|
29.2K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
84+ 1.15% |
$5.64K - $6.24K
|
7.37K
$522K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-560- 3.23% |
$37.6K - $41.6K
|
16.8K
$1.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-211- 82.75% |
$14.2K - $15.7K
|
44
$3.12K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
671New |
$45K - $49.8K
|
671
$47.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.11K+ 3.27% |
$477K - $528K
|
225K
$15.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12.1KNew |
$809K - $895K
|
12.1K
$855K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.97K+ 8.9% |
$535K - $592K
|
97.5K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 12.83% |
$16.1M - $17.8M
|
2.1M
$149M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.91K+ 55.65% |
$195K - $216K
|
8.14K
$578K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.03K- 15.36% |
$69.2K - $76.6K
|
5.68K
$403K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.71K+ 3.33% |
$114K - $127K
|
52.9K
$3.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 80.47% |
$73.5K - $81.4K
|
2.46K
$174K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 8.67% |
$88.7K - $98.2K
|
16.6K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
697+ 4.65% |
$46.8K - $51.8K
|
15.7K
$1.11M
|
|