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 07, 2025
Q3 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-217- 1.52% |
$14.6K - $16.1K
|
14K
$994K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.6KNew |
$577K - $639K
|
8.6K
$610K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.04K- 17.25% |
$137K - $151K
|
9.77K
$693K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.99KNew |
$201K - $222K
|
2.99K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.19K- 26.12% |
$80K - $88.6K
|
3.37K
$239K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
180+ 3.9% |
$12.1K - $13.4K
|
4.8K
$340K
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32.8KNew |
$2.2M - $2.44M
|
32.8K
$2.33M
|
|
|
Nov 07, 2025
Q3 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-330- 8.56% |
$22.1K - $24.5K
|
3.53K
$250K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
420+ 6.86% |
$28.2K - $31.2K
|
6.55K
$464K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.03KNew |
$203K - $225K
|
3.03K
$215K
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
15.8KNew |
$1.06M - $1.18M
|
15.8K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-573- 30.45% |
$38.4K - $42.6K
|
1.31K
$92.8K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 41.33% |
$1.43M - $1.59M
|
73K
$5.18M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-218- 2.9% |
$14.6K - $16.2K
|
7.3K
$518K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$989K - $1.09M
|
14.7K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 650.22% |
$3.3M - $3.65M
|
56.7K
$4.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.2KNew |
$416K - $461K
|
6.2K
$440K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-942- 4.42% |
$63.2K - $70K
|
20.4K
$1.44M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.5K+ 7.85% |
$369K - $409K
|
75.5K
$5.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-35.6K- 45.53% |
$2.39M - $2.65M
|
42.6K
$3.02M
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
845+ 1.79% |
$56.7K - $62.8K
|
47.9K
$3.4M
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
328+ 1.92% |
$22K - $24.4K
|
17.4K
$1.23M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
154+ 3.61% |
$10.3K - $11.4K
|
4.42K
$313K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$201 - $223
|
13.1K
$930K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
56.6K+ 251.26% |
$3.8M - $4.21M
|
79.2K
$5.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.83K+ 156.09% |
$525K - $582K
|
12.8K
$911K
|
|
|
Nov 05, 2025
Q3 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-676- 4.99% |
$45.4K - $50.2K
|
12.9K
$913K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.6K+ 16.79% |
$1.25M - $1.38M
|
129K
$9.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.1K+ 22.34% |
$815K - $903K
|
66.5K
$4.72M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
529+ 12.33% |
$35.5K - $39.3K
|
4.82K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.62K+ 19.02% |
$108K - $120K
|
10.1K
$717K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
375+ 234.38% |
$25.2K - $27.9K
|
535
$37.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
90.4K+ 58.99% |
$6.07M - $6.72M
|
244K
$17.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3+ 0.06% |
$201 - $223
|
4.83K
$342K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
SELL
|
- |
-5.45K- 79.85% |
$366K - $405K
|
1.38K
$97.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-2.72K- 3.17% |
$182K - $202K
|
82.9K
$5.88M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 2.35% |
$2.5M - $2.76M
|
1.62M
$115M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 21.99% |
$142K - $157K
|
11.7K
$833K
|
|
|
Nov 04, 2025
Q3 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
7+ 0.07% |
$470 - $520
|
9.81K
$696K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.3KNew |
$87.2K - $96.6K
|
1.3K
$92.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.35K+ 27.36% |
$292K - $323K
|
20.2K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.73K+ 8.9% |
$183K - $203K
|
33.4K
$2.37M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 13.82% |
$738K - $817K
|
90.5K
$6.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.97K+ 12.82% |
$669K - $741K
|
87.8K
$6.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.23K+ 3.72% |
$82.6K - $91.5K
|
34.4K
$2.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-946- 1.13% |
$63.5K - $70.3K
|
82.7K
$5.87M
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
742+ 6.67% |
$49.8K - $55.1K
|
11.9K
$842K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.99KNew |
$536K - $593K
|
7.99K
$566K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.11K- 35.96% |
$142K - $157K
|
3.76K
$267K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
3+ 0.18% |
$201 - $223
|
1.69K
$120K
|
|