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 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
|
|
|
Oct 20, 2025
Q3 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.3K+ 3.32% |
$423K - $468K
|
196K
$13.9M
|
|
|
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
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.38K+ 2.14% |
$294K - $326K
|
209K
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
4.35K+ 27.36% |
$292K - $323K
|
20.2K
$1.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.32K+ 88.37% |
$290K - $321K
|
9.2K
$653K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
3.62KNew |
$243K - $269K
|
3.62K
$256K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.52KNew |
$236K - $262K
|
3.52K
$250K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.99KNew |
$201K - $222K
|
2.99K
$212K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.98K+ 12.47% |
$200K - $221K
|
26.8K
$1.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.91K+ 55.65% |
$195K - $216K
|
8.14K
$578K
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
2.87KNew |
$192K - $213K
|
2.87K
$203K
|
|
|
Oct 07, 2025
Q3 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
2.81KNew |
$189K - $209K
|
2.81K
$200K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.81K+ 8.69% |
$188K - $209K
|
35.1K
$2.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.8KNew |
$188K - $208K
|
2.8K
$199K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.74K+ 92.13% |
$184K - $204K
|
5.72K
$405K
|
|
|
Nov 03, 2025
Q3 2025
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
2.73K+ 8.9% |
$183K - $203K
|
33.4K
$2.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.71K+ 30.95% |
$182K - $201K
|
11.5K
$813K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 12.27% |
$181K - $200K
|
24.6K
$1.75M
|
|
|
Oct 24, 2025
Q3 2025
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2.61K+ 98.57% |
$175K - $194K
|
5.26K
$373K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.57K+ 36.57% |
$173K - $191K
|
9.61K
$681K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.27K+ 10.61% |
$152K - $169K
|
23.7K
$1.68M
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
2.19K+ 11.37% |
$147K - $163K
|
21.5K
$1.52M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.18K+ 6.65% |
$146K - $162K
|
34.9K
$2.48M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.12K+ 21.99% |
$142K - $157K
|
11.7K
$833K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.06K+ 2.44% |
$138K - $153K
|
86.2K
$6.12M
|
|
|
Nov 10, 2025
Q3 2025
|
360 Financial, Inc.
|
BUY
|
- |
2.05KNew |
$137K - $152K
|
2.05K
$145K
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.91K+ 17.88% |
$128K - $142K
|
12.6K
$893K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.71K+ 3.33% |
$114K - $127K
|
52.9K
$3.75M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
BUY
|
- |
1.69K+ 15.2% |
$114K - $126K
|
12.8K
$910K
|
|