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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62K+ 26.15% |
$3.72M - $4.34M
|
299K
$17.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
33.5K+ 104.98% |
$2.01M - $2.35M
|
65.5K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
12.6KNew |
$754K - $880K
|
12.6K
$749K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
7.78K+ 19.01% |
$467K - $545K
|
48.7K
$2.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.58K+ 12.32% |
$455K - $531K
|
69.1K
$4.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
4.52KNew |
$271K - $316K
|
4.52K
$269K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
4.21K+ 21.25% |
$252K - $295K
|
24K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 7244.74% |
$165K - $193K
|
2.79K
$166K
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
774+ 9.86% |
$46.4K - $54.2K
|
8.63K
$514K
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
935K+ 959.1% |
$60.8M - $68.9M
|
1.03M
$61.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
524K+ 41.29% |
$34.1M - $38.7M
|
1.79M
$107M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
464KNew |
$30.2M - $34.2M
|
464K
$27.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
391K+ 89.58% |
$25.4M - $28.8M
|
827K
$49.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
284K+ 252.3% |
$18.5M - $20.9M
|
397K
$23.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
237K+ 59.28% |
$15.4M - $17.5M
|
637K
$37.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
111KNew |
$7.24M - $8.2M
|
111K
$6.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 9.02% |
$7.22M - $8.18M
|
1.34M
$79.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 485.23% |
$6.93M - $7.84M
|
128K
$7.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93.3K+ 628.33% |
$6.07M - $6.88M
|
108K
$6.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
92.7KNew |
$6.03M - $6.83M
|
92.7K
$5.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
91.4KNew |
$5.95M - $6.74M
|
91.4K
$5.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.9K+ 56.27% |
$5.92M - $6.7M
|
252K
$15M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87K+ 93.9% |
$5.66M - $6.41M
|
180K
$10.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
75.9KNew |
$4.94M - $5.6M
|
75.9K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
74.5KNew |
$4.85M - $5.5M
|
74.5K
$4.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
70.5KNew |
$4.59M - $5.2M
|
70.5K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
64.7KNew |
$4.21M - $4.77M
|
64.7K
$3.85M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
62KNew |
$4.04M - $4.57M
|
62K
$3.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58.5KNew |
$3.81M - $4.31M
|
58.5K
$3.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
51.3K+ 61.72% |
$3.34M - $3.78M
|
135K
$8.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50.5K+ 253.3% |
$3.29M - $3.73M
|
70.5K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.9KNew |
$2.66M - $3.01M
|
40.9K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40.8KNew |
$2.65M - $3.01M
|
40.8K
$2.43M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.1KNew |
$2.41M - $2.74M
|
37.1K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
35.6KNew |
$2.32M - $2.63M
|
35.6K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
33.6KNew |
$2.19M - $2.48M
|
33.6K
$2M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.6K+ 3285.33% |
$1.92M - $2.18M
|
30.5K
$1.81M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2K+ 230.55% |
$1.83M - $2.08M
|
40.4K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27.5K+ 121.87% |
$1.79M - $2.03M
|
50.1K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 20.42% |
$1.67M - $1.89M
|
151K
$8.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.1K+ 51.36% |
$1.57M - $1.78M
|
71K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.3K+ 7.93% |
$1.32M - $1.5M
|
277K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
19.6KNew |
$1.28M - $1.45M
|
19.6K
$1.17M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
17.9KNew |
$1.17M - $1.32M
|
17.9K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 57.38% |
$1.16M - $1.32M
|
49K
$2.92M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
17.7KNew |
$1.15M - $1.3M
|
17.7K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$1.14M - $1.29M
|
17.5K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
14.4K+ 334.94% |
$938K - $1.06M
|
18.7K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.1K+ 15.73% |
$916K - $1.04M
|
104K
$6.17M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$861K - $975K
|
13.2K
$788K
|
|