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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.48KNew |
$364K - $400K
|
6.48K
$431K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
428New |
$24K - $26.4K
|
428
$28.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.26K+ 7.13% |
$70.8K - $77.8K
|
18.9K
$1.26M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.92KNew |
$276K - $304K
|
4.92K
$327K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
20KNew |
$1.12M - $1.23M
|
20K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
20KNew |
$1.12M - $1.23M
|
20K
$1.33M
|
|
|
Aug 02, 2024
Q2 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.14K+ 7.85% |
$64.1K - $70.5K
|
15.7K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.39KNew |
$415K - $456K
|
7.39K
$492K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10New |
$562 - $617
|
10
$665
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$1.12K - $1.23K
|
20
$1.33K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10.4K+ 6.19% |
$586K - $644K
|
179K
$11.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
SELL
|
- |
-7.37K- 5.45% |
$414K - $455K
|
128K
$8.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
312+ 1.46% |
$17.5K - $19.3K
|
21.7K
$1.44M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-13.6K- 20.14% |
$762K - $838K
|
53.8K
$3.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-230- 57.5% |
$12.9K - $14.2K
|
170
$11.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18+ 0.14% |
$1.01K - $1.11K
|
12.5K
$833K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 222.22% |
$22.5K - $24.7K
|
580
$38.6K
|
|
| Q1 2024 | |||||||
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37+ 0.69% |
$2.01K - $2.23K
|
5.36K
$357K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6New |
$326 - $362
|
6
$399
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 0.46% |
$3.37K - $3.74K
|
13.7K
$908K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.18K- 11.94% |
$63.9K - $70.9K
|
8.68K
$577K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$753K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-78- 9.02% |
$4.24K - $4.7K
|
787
$52.3K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.33K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181New |
$9.83K - $10.9K
|
181
$12K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
274New |
$14.9K - $16.5K
|
274
$18.2K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-50- 16.67% |
$2.72K - $3.02K
|
250
$16.6K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.33K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-55Closed |
$2.99K - $3.32K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4+ 0.23% |
$217 - $241
|
1.73K
$115K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
312+ 48.83% |
$17K - $18.8K
|
951
$63.2K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-458- 3.68% |
$20.8K - $26.3K
|
12K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 230.7% |
$701K - $889K
|
22.2K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.64KNew |
$346K - $439K
|
7.64K
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-301- 85.03% |
$13.6K - $17.3K
|
53
$3.52K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.85K+ 22.94% |
$87.3K - $94.6K
|
9.9K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.15KClosed |
$102K - $110K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$47.3 - $51.2
|
405
$26.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.42K- 10.1% |
$67.2K - $72.8K
|
12.6K
$841K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.1KNew |
$1.71M - $1.85M
|
36.1K
$2.4M
|
|
| Q2 2023 | |||||||
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.05% |
$43.6 - $48.5
|
96
$6.38K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.82KNew |
$341K - $379K
|
7.82K
$520K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
135New |
$5.93K - $6.83K
|
135
$8.98K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.17K- 14.33% |
$271K - $312K
|
36.9K
$2.45M
|
|
| Q4 2022 | |||||||
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.08KClosed |
$317K - $364K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-194- 14.95% |
$8.7K - $9.99K
|
1.1K
$73.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.19KNew |
$53.2K - $61.1K
|
1.19K
$78.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36KNew |
$60.8K - $69.9K
|
1.36K
$90.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
69+ 100.0% |
$3.09K - $3.55K
|
138
$9.18K
|
|