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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
62KNew |
$4.04M - $4.57M
|
62K
$4.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50.5K+ 253.3% |
$3.29M - $3.73M
|
70.5K
$4.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
35.6KNew |
$2.32M - $2.63M
|
35.6K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.9KNew |
$2.08M - $2.35M
|
31.9K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.3K+ 52.94% |
$1.39M - $1.57M
|
61.5K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
19.6KNew |
$1.28M - $1.45M
|
19.6K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
17.7KNew |
$1.15M - $1.3M
|
17.7K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$1.14M - $1.29M
|
17.5K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.3K+ 706.31% |
$866K - $982K
|
15.2K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
11K+ 11.86% |
$719K - $814K
|
104K
$7.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.8K+ 226.54% |
$705K - $799K
|
15.6K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.91K+ 8.16% |
$580K - $657K
|
118K
$8.21M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.07K+ 26.55% |
$395K - $447K
|
28.9K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
3.37K+ 20.51% |
$219K - $248K
|
19.8K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.83K+ 79.77% |
$184K - $208K
|
6.37K
$443K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2.38KNew |
$155K - $176K
|
2.38K
$166K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$127K - $144K
|
1.95K
$135K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
422+ 0.24% |
$27.5K - $31.1K
|
174K
$12.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
374+ 0.63% |
$24.3K - $27.6K
|
59.5K
$4.14M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
192+ 1.74% |
$12.5K - $14.2K
|
11.2K
$781K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
162+ 3.32% |
$10.5K - $11.9K
|
5.05K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
138+ 3.64% |
$8.98K - $10.2K
|
3.93K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
113+ 1.24% |
$7.35K - $8.33K
|
9.23K
$642K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
55+ 1.58% |
$3.58K - $4.05K
|
3.53K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
20New |
$1.3K - $1.47K
|
20
$1.39K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1+ 1.04% |
$65.1 - $73.7
|
97
$6.75K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.21M+ 5392.44% |
$71.8M - $81.1M
|
1.23M
$85.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.12M+ 1472.15% |
$66.7M - $75.2M
|
1.2M
$83.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
701KNew |
$41.7M - $47.1M
|
701K
$48.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
257KNew |
$15.3M - $17.2M
|
257K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
229K+ 110.25% |
$13.6M - $15.4M
|
436K
$30.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151K+ 179.68% |
$8.99M - $10.1M
|
235K
$16.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
138K+ 586.92% |
$8.21M - $9.27M
|
162K
$11.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
124K+ 10.85% |
$7.4M - $8.35M
|
1.27M
$88.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
110K+ 38.06% |
$6.56M - $7.4M
|
400K
$27.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
89.5KNew |
$5.32M - $6.01M
|
89.5K
$6.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
67.6KNew |
$4.02M - $4.54M
|
67.6K
$4.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
67.4KNew |
$4.01M - $4.53M
|
67.4K
$4.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
58.7KNew |
$3.49M - $3.94M
|
58.7K
$4.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
55.5K+ 13.04% |
$3.3M - $3.73M
|
481K
$33.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
53.8K+ 91.56% |
$3.2M - $3.61M
|
113K
$7.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
53K+ 133.5% |
$3.15M - $3.56M
|
92.6K
$6.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
50.6KNew |
$3.01M - $3.4M
|
50.6K
$3.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
48.4K+ 62.56% |
$2.88M - $3.25M
|
126K
$8.74M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
44.9K+ 117.18% |
$2.67M - $3.01M
|
83.2K
$5.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
36.2K+ 21.13% |
$2.16M - $2.43M
|
208K
$14.4M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
32.6KNew |
$1.94M - $2.19M
|
32.6K
$2.27M
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$1.88M - $2.12M
|
31.6K
$2.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.5K+ 88.37% |
$1.63M - $1.84M
|
58.6K
$4.07M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
25.7KNew |
$1.53M - $1.73M
|
25.7K
$1.79M
|
|