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
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
27.7KNew |
$1.86M - $2.05M
|
27.7K
$1.96M
|
|
|
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 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 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
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.83K+ 156.09% |
$525K - $582K
|
12.8K
$911K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
7.29K+ 47.94% |
$489K - $542K
|
22.5K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.11K+ 3.27% |
$477K - $528K
|
225K
$15.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.08K+ 1.9% |
$475K - $526K
|
379K
$26.9M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
6.47K+ 14.48% |
$434K - $480K
|
51.1K
$3.63M
|
|
|
Nov 05, 2025
Q3 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.2KNew |
$416K - $461K
|
6.2K
$440K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.76K+ 11.91% |
$386K - $428K
|
54.1K
$3.84M
|
|
|
Nov 05, 2025
Q3 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
5.5K+ 7.85% |
$369K - $409K
|
75.5K
$5.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.47K+ 12.0% |
$367K - $406K
|
51.1K
$3.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
5.17KNew |
$347K - $384K
|
5.17K
$366K
|
|
|
Nov 13, 2025
Q3 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
5.07K+ 58.8% |
$340K - $377K
|
13.7K
$972K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.94K+ 3.78% |
$331K - $367K
|
136K
$9.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.74K+ 103.47% |
$318K - $352K
|
9.33K
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.7KNew |
$315K - $349K
|
4.7K
$333K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.43K+ 924.84% |
$297K - $329K
|
4.91K
$348K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.42K+ 5.14% |
$297K - $328K
|
90.4K
$6.41M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.35K+ 27.36% |
$292K - $323K
|
20.2K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.62KNew |
$243K - $269K
|
3.62K
$256K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
3.36KNew |
$226K - $250K
|
3.36K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.12K+ 7.31% |
$209K - $232K
|
45.8K
$3.25M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.08KNew |
$207K - $229K
|
3.08K
$219K
|
|
|
Nov 06, 2025
Q3 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
3.03KNew |
$203K - $225K
|
3.03K
$215K
|
|