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 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
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.32K+ 88.37% |
$290K - $321K
|
9.2K
$653K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
440+ 34.06% |
$29.5K - $32.7K
|
1.73K
$123K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
61+ 1.8% |
$4.09K - $4.53K
|
3.45K
$245K
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.87K+ 38.78% |
$528K - $585K
|
28.2K
$2M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-12.6K- 3.55% |
$845K - $935K
|
342K
$24.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 35.16% |
$71.4K - $79K
|
4.09K
$290K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.92K- 12.08% |
$129K - $143K
|
14K
$991K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
32.9K+ 78.37% |
$2.2M - $2.44M
|
74.8K
$5.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-245- 3.31% |
$16.4K - $18.2K
|
7.15K
$507K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 6.65% |
$146K - $162K
|
34.9K
$2.48M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.52KNew |
$236K - $262K
|
3.52K
$250K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.38K+ 2.14% |
$294K - $326K
|
209K
$14.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-16.5K- 20.97% |
$1.1M - $1.22M
|
62K
$4.4M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-4.16K- 16.74% |
$279K - $309K
|
20.7K
$1.47M
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.81KNew |
$189K - $209K
|
2.81K
$200K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-2.45K- 2.38% |
$164K - $182K
|
100K
$7.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.81K+ 8.69% |
$188K - $209K
|
35.1K
$2.49M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 12.07% |
$795K - $982K
|
105K
$7.45M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
5New |
$276 - $341
|
5
$355
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-48.3K- 88.32% |
$2.67M - $3.29M
|
6.39K
$453K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.46K+ 3.93% |
$80.2K - $99.1K
|
38.5K
$2.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-1.72K- 27.94% |
$95K - $117K
|
4.44K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.66K- 59.27% |
$367K - $454K
|
4.58K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
BUY
|
- |
3.06KNew |
$169K - $209K
|
3.06K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
150New |
$8.27K - $10.2K
|
150
$10.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
3.58KNew |
$197K - $244K
|
3.58K
$254K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
167KNew |
$9.21M - $11.4M
|
167K
$11.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.8K+ 39.63% |
$1.09M - $1.35M
|
69.7K
$4.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
126+ 1.42% |
$6.95K - $8.58K
|
8.99K
$638K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
31+ 1.61% |
$1.71K - $2.11K
|
1.96K
$139K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-389- 23.82% |
$21.5K - $26.5K
|
1.24K
$88.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-110- 66.67% |
$6.07K - $7.49K
|
55
$3.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
3.02KNew |
$167K - $206K
|
3.02K
$214K
|
|
|
Aug 04, 2025
Q2 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
53.4K+ 1657.07% |
$2.95M - $3.64M
|
56.6K
$4.02M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
7.84KNew |
$432K - $534K
|
7.84K
$556K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
900New |
$49.6K - $61.3K
|
900
$63.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.36K- 5.98% |
$75K - $92.6K
|
21.4K
$1.52M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.06K- 48.71% |
$224K - $277K
|
4.28K
$304K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.72KNew |
$205K - $253K
|
3.72K
$264K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.59KNew |
$529K - $653K
|
9.59K
$680K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59New |
$3.25K - $4.02K
|
59
$4.18K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
17KNew |
$938K - $1.16M
|
17K
$1.21M
|
|
|
Jul 11, 2025
Q2 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$172K - $212K
|
3.11K
$221K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
8.6KNew |
$516K - $602K
|
8.6K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92K+ 13.75% |
$115K - $135K
|
15.9K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
7.92K+ 96.58% |
$475K - $554K
|
16.1K
$1.14M
|
|