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
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.99KNew |
$201K - $222K
|
2.99K
$212K
|
|
|
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
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.69K+ 12.27% |
$181K - $200K
|
24.6K
$1.75M
|
|
|
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
|
|
|
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 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1.71K+ 3.33% |
$114K - $127K
|
52.9K
$3.75M
|
|
|
Nov 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.62K+ 19.02% |
$108K - $120K
|
10.1K
$717K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 7.22% |
$99.4K - $110K
|
22K
$1.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.35K+ 14.3% |
$90.3K - $100K
|
10.8K
$763K
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.3KNew |
$87.2K - $96.6K
|
1.3K
$92.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
930+ 48.64% |
$62.4K - $69.1K
|
2.84K
$202K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
889+ 13.06% |
$59.7K - $66K
|
7.69K
$546K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
767+ 10957.14% |
$51.5K - $57K
|
774
$54.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
742+ 6.67% |
$49.8K - $55.1K
|
11.9K
$842K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
732+ 6.25% |
$49.1K - $54.4K
|
12.4K
$883K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
671New |
$45K - $49.8K
|
671
$47.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
529+ 12.33% |
$35.5K - $39.3K
|
4.82K
$342K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
408+ 3.76% |
$27.4K - $30.3K
|
11.3K
$799K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
375+ 234.38% |
$25.2K - $27.9K
|
535
$37.9K
|
|
|
Nov 05, 2025
Q3 2025
|
Anson Capital, Inc.
|
BUY
|
- |
328+ 1.92% |
$22K - $24.4K
|
17.4K
$1.23M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
314+ 35.04% |
$21.1K - $23.3K
|
1.21K
$85.8K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
314+ 3.93% |
$21.1K - $23.3K
|
8.3K
$589K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
290+ 1.18% |
$19.5K - $21.5K
|
24.8K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
261+ 1305.0% |
$17.5K - $19.4K
|
281
$19.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
252+ 6.71% |
$16.9K - $18.7K
|
4.01K
$284K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
177+ 3.86% |
$11.9K - $13.1K
|
4.76K
$338K
|
|
|
Oct 29, 2025
Q3 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
165+ 18.46% |
$11.1K - $12.3K
|
1.06K
$75.1K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
154+ 3.61% |
$10.3K - $11.4K
|
4.42K
$313K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
153New |
$10.3K - $11.4K
|
153
$10.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
139New |
$9.33K - $10.3K
|
139
$9.86K
|
|
|
Oct 29, 2025
Q3 2025
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
123+ 0.44% |
$8.25K - $9.14K
|
27.9K
$1.98M
|
|