Latest Institutional Purchases of Invesco S&P Smallcap Momentum (XSMO)
This list provides information on the latest institutional transactions involving Invesco S&P Smallcap Momentum (XSMO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
294K+ 28.44% |
$19.7M - $21.8M
|
1.33M
$94.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
239K+ 12.83% |
$16.1M - $17.8M
|
2.1M
$149M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
238K+ 45.5% |
$16M - $17.7M
|
762K
$54M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
181K+ 68.56% |
$12.1M - $13.4M
|
444K
$31.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
102KNew |
$6.85M - $7.58M
|
102K
$7.24M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
90.4K+ 58.99% |
$6.07M - $6.72M
|
244K
$17.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
87.4KNew |
$5.86M - $6.49M
|
87.4K
$6.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
69.9K+ 1473.39% |
$4.69M - $5.2M
|
74.7K
$5.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65.8K+ 14.89% |
$4.41M - $4.88M
|
507K
$36M
|
|
|
Nov 17, 2025
Q3 2025
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
58.5K+ 1515.33% |
$3.93M - $4.35M
|
62.4K
$4.42M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
56.6K+ 251.26% |
$3.8M - $4.21M
|
79.2K
$5.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.5K+ 31.59% |
$3.39M - $3.75M
|
210K
$14.9M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.2K+ 650.22% |
$3.3M - $3.65M
|
56.7K
$4.02M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
45.7K+ 20.81% |
$3.06M - $3.39M
|
265K
$18.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 2.35% |
$2.5M - $2.76M
|
1.62M
$115M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
32.9K+ 78.37% |
$2.2M - $2.44M
|
74.8K
$5.3M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
32.8KNew |
$2.2M - $2.44M
|
32.8K
$2.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
28.6KNew |
$1.92M - $2.13M
|
28.6K
$2.03M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.5KNew |
$1.91M - $2.12M
|
28.5K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
27.7KNew |
$1.86M - $2.05M
|
27.7K
$1.96M
|
|
|
Oct 21, 2025
Q3 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
25.2KNew |
$1.69M - $1.87M
|
25.2K
$1.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.6K+ 159.88% |
$1.59M - $1.76M
|
38.4K
$2.73M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.3K+ 41.33% |
$1.43M - $1.59M
|
73K
$5.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.6K+ 16.79% |
$1.25M - $1.38M
|
129K
$9.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
18.1K+ 70.83% |
$1.21M - $1.34M
|
43.6K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
17.4K+ 12.03% |
$1.17M - $1.29M
|
162K
$11.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
15.9K+ 44.2% |
$1.06M - $1.18M
|
51.7K
$3.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
15.8KNew |
$1.06M - $1.18M
|
15.8K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.9K+ 7.58% |
$1M - $1.11M
|
212K
$15.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
14.7KNew |
$989K - $1.09M
|
14.7K
$1.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 85.54% |
$902K - $999K
|
29.2K
$2.07M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
13.1K+ 4.05% |
$881K - $975K
|
337K
$23.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
12.6K+ 173.77% |
$846K - $937K
|
19.9K
$1.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
12.1K+ 22.34% |
$815K - $903K
|
66.5K
$4.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
12.1KNew |
$809K - $895K
|
12.1K
$855K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
11K+ 13.82% |
$738K - $817K
|
90.5K
$6.42M
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.5KNew |
$705K - $781K
|
10.5K
$746K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
10.3KNew |
$691K - $765K
|
10.3K
$730K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.97K+ 12.82% |
$669K - $741K
|
87.8K
$6.22M
|
|
|
Nov 13, 2025
Q3 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
9.77KNew |
$655K - $725K
|
9.77K
$693K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
9.44K+ 1.98% |
$634K - $701K
|
487K
$34.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.26K+ 30.81% |
$621K - $688K
|
39.3K
$2.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.25K+ 10.75% |
$621K - $687K
|
95.3K
$6.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.84K+ 7.37% |
$593K - $657K
|
129K
$9.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.65KNew |
$580K - $643K
|
8.65K
$614K
|
|
|
Nov 07, 2025
Q3 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.6KNew |
$577K - $639K
|
8.6K
$610K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.02K+ 129.05% |
$538K - $596K
|
14.2K
$1.01M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.99KNew |
$536K - $593K
|
7.99K
$566K
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
7.97K+ 8.9% |
$535K - $592K
|
97.5K
$6.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
7.87K+ 38.78% |
$528K - $585K
|
28.2K
$2M
|
|