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 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21New |
$1.25K - $1.41K
|
21
$1.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$185K - $209K
|
3.11K
$193K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 25.0% |
$893 - $1.01K
|
75
$4.65K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
389+ 9.73% |
$23.1K - $26.1K
|
4.39K
$272K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124New |
$7.38K - $8.33K
|
124
$7.68K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.88M - $2.12M
|
31.6K
$1.96M
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$588K - $647K
|
10.5K
$649K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.6K+ 103.23% |
$649K - $713K
|
22.7K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
428New |
$24K - $26.4K
|
428
$26.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10New |
$562 - $617
|
10
$619
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20New |
$1.12K - $1.23K
|
20
$1.24K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 222.22% |
$22.5K - $24.7K
|
580
$35.9K
|
|
| Q1 2024 | |||||||
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
62+ 0.46% |
$3.37K - $3.74K
|
13.7K
$846K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.71KNew |
$365K - $405K
|
6.71K
$416K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.54K+ 95.56% |
$301K - $334K
|
11.3K
$702K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
181New |
$9.83K - $10.9K
|
181
$11.2K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
274New |
$14.9K - $16.5K
|
274
$17K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-50- 16.67% |
$2.72K - $3.02K
|
250
$15.5K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$1.09K - $1.21K
|
20
$1.24K
|
|
|
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
$107K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
312+ 48.83% |
$17K - $18.8K
|
951
$58.9K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.5K+ 230.7% |
$701K - $889K
|
22.2K
$1.37M
|
|
| 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
$613K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$47.3 - $51.2
|
405
$25.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.15KClosed |
$102K - $110K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.42K- 10.1% |
$67.2K - $72.8K
|
12.6K
$783K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
36.1KNew |
$1.71M - $1.85M
|
36.1K
$2.24M
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
7.82KNew |
$341K - $379K
|
7.82K
$484K
|
|
| Q1 2023 | |||||||
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
135New |
$5.93K - $6.83K
|
135
$8.36K
|
|
| 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
$68.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.36KNew |
$60.8K - $69.9K
|
1.36K
$84.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
1.19KNew |
$53.2K - $61.1K
|
1.19K
$73.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
69+ 100.0% |
$3.09K - $3.55K
|
138
$8.55K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 20.11% |
$1.57K - $1.8K
|
139
$8.61K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.69K+ 13.99% |
$210K - $241K
|
38.2K
$2.36M
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-7- 5.65% |
$298 - $363
|
117
$7.25K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 22.73% |
$1.07K - $1.3K
|
85
$5.26K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-51- 4.11% |
$2.17K - $2.64K
|
1.19K
$73.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$42.6 - $51.8
|
419
$26K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.15KClosed |
$223K - $271K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6KClosed |
$850K - $1.03M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-105- 3.24% |
$4.54K - $5.52K
|
3.14K
$194K
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-146- 1.97% |
$6.32K - $7.67K
|
7.25K
$449K
|
|
|
Aug 03, 2022
Q2 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-731Closed |
$31.6K - $38.4K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
200New |
$8.66K - $10.5K
|
200
$12.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-400Closed |
$17.3K - $21K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
125New |
$6.06K - $7.18K
|
125
$7.74K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150New |
$7.27K - $8.62K
|
150
$9.29K
|
|