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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.69K+ 15.2% |
$114K - $126K
|
12.8K
$910K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
711+ 6.34% |
$47.7K - $52.8K
|
11.9K
$845K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.94K+ 3.78% |
$331K - $367K
|
136K
$9.61M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.17% |
$67.1 - $74.3
|
607
$43.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-400- 5.0% |
$26.8K - $29.7K
|
7.6K
$539K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
123+ 0.44% |
$8.25K - $9.14K
|
27.9K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
12.6K+ 173.77% |
$846K - $937K
|
19.9K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
165+ 18.46% |
$11.1K - $12.3K
|
1.06K
$75.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-20.4K- 4.42% |
$1.37M - $1.52M
|
442K
$31.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-970- 3.51% |
$65.1K - $72.1K
|
26.7K
$1.89M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.25K+ 10.75% |
$621K - $687K
|
95.3K
$6.76M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
2.19K+ 11.37% |
$147K - $163K
|
21.5K
$1.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
24+ 0.17% |
$1.61K - $1.78K
|
14.4K
$1.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
139New |
$9.33K - $10.3K
|
139
$9.86K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$580K - $643K
|
8.65K
$614K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.44K+ 1.98% |
$634K - $701K
|
487K
$34.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
87.4KNew |
$5.86M - $6.49M
|
87.4K
$6.2M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.47K+ 14.48% |
$434K - $480K
|
51.1K
$3.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.5K+ 4.37% |
$101K - $112K
|
35.9K
$2.54M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
SELL
|
CALL |
-18.8K- 85.84% |
$1.26M - $1.4M
|
3.1K
$220K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.7K+ 20.81% |
$3.06M - $3.39M
|
265K
$18.8M
|
|
|
Oct 24, 2025
Q3 2025
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-223K- 79.06% |
$14.9M - $16.5M
|
59K
$4.18M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
889+ 13.06% |
$59.7K - $66K
|
7.69K
$546K
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.61K+ 98.57% |
$175K - $194K
|
5.26K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-286- 1.26% |
$19.2K - $21.2K
|
22.3K
$1.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
770New |
$51.7K - $57.2K
|
770
$54.6K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
732+ 6.25% |
$49.1K - $54.4K
|
12.4K
$883K
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
336+ 4.82% |
$22.5K - $25K
|
7.31K
$519K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3.95K- 46.88% |
$265K - $294K
|
4.48K
$318K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.98K+ 12.47% |
$200K - $221K
|
26.8K
$1.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-237- 4.47% |
$15.9K - $17.6K
|
5.06K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-185- 1.54% |
$12.4K - $13.7K
|
11.8K
$840K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
153New |
$10.3K - $11.4K
|
153
$10.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.23K- 10.41% |
$485K - $537K
|
62.2K
$4.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 31.59% |
$3.39M - $3.75M
|
210K
$14.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.43K+ 924.84% |
$297K - $329K
|
4.91K
$348K
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
25.2KNew |
$1.69M - $1.87M
|
25.2K
$1.79M
|
|
|
Oct 21, 2025
Q3 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
3.05K+ 36.87% |
$204K - $226K
|
11.3K
$802K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-805- 2.87% |
$54K - $59.8K
|
27.2K
$1.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
841+ 1.34% |
$56.4K - $62.5K
|
63.6K
$4.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.3K+ 3.32% |
$423K - $468K
|
196K
$13.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.71K+ 30.95% |
$182K - $201K
|
11.5K
$813K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-1.11K- 43.72% |
$74.5K - $82.5K
|
1.43K
$101K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.17% |
$67.1 - $74.3
|
591
$41.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-357- 1.66% |
$24K - $26.5K
|
21.1K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
640+ 6.36% |
$42.9K - $47.5K
|
10.7K
$760K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-144- 35.82% |
$9.66K - $10.7K
|
258
$18.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
510+ 0.51% |
$34.2K - $37.9K
|
101K
$7.15M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.08K+ 1.9% |
$475K - $526K
|
379K
$26.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 7.22% |
$99.4K - $110K
|
22K
$1.56M
|
|