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, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.41KNew |
$263K - $296K
|
4.41K
$306K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.33KNew |
$258K - $291K
|
4.33K
$301K
|
|
Nov 13, 2024
Q3 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
4.3KNew |
$256K - $289K
|
4.3K
$299K
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
4.28KNew |
$254K - $287K
|
4.28K
$297K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
4.26K+ 35.51% |
$254K - $286K
|
16.3K
$1.13M
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.01KNew |
$239K - $269K
|
4.01K
$278K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
4KNew |
$238K - $269K
|
4K
$278K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.76KNew |
$223K - $252K
|
3.76K
$261K
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.38KNew |
$201K - $227K
|
3.38K
$235K
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.37KNew |
$201K - $226K
|
3.37K
$234K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.29KNew |
$196K - $221K
|
3.29K
$228K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.25KNew |
$193K - $218K
|
3.25K
$226K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.2KNew |
$190K - $215K
|
3.2K
$222K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.2K+ 35.38% |
$190K - $215K
|
12.2K
$849K
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
3.11KNew |
$185K - $209K
|
3.11K
$216K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
3.06KNew |
$182K - $206K
|
3.06K
$213K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.69K+ 15.17% |
$160K - $181K
|
20.4K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.12K+ 3.17% |
$126K - $142K
|
68.8K
$4.77M
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
1.79K+ 14.05% |
$106K - $120K
|
14.5K
$1.01M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.62K+ 33.87% |
$96.3K - $109K
|
6.4K
$444K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.59KNew |
$94.4K - $106K
|
1.59K
$110K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.59KNew |
$94.4K - $106K
|
1.59K
$110K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.46KNew |
$86.8K - $98K
|
1.46K
$101K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.29KNew |
$76.5K - $86.3K
|
1.29K
$89.2K
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 7.0% |
$65.4K - $73.8K
|
16.8K
$1.17M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.04K+ 4.33% |
$61.6K - $69.5K
|
24.9K
$1.73M
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
933+ 2.73% |
$55.5K - $62.6K
|
35.1K
$2.44M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
900New |
$53.6K - $60.4K
|
900
$62.5K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
533New |
$31.7K - $35.8K
|
533
$37K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
471New |
$28K - $31.6K
|
471
$32.7K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
457+ 3.77% |
$27.2K - $30.7K
|
12.6K
$874K
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
389+ 9.73% |
$23.1K - $26.1K
|
4.39K
$305K
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
240+ 2.35% |
$14.3K - $16.1K
|
10.5K
$725K
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
230+ 23.26% |
$13.7K - $15.4K
|
1.22K
$84.6K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
225New |
$13.4K - $15.1K
|
225
$15.6K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
165New |
$9.82K - $11.1K
|
165
$11.4K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
159New |
$9.46K - $10.7K
|
159
$11K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
124New |
$7.38K - $8.33K
|
124
$8.6K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
80New |
$4.76K - $5.37K
|
80
$5.55K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
77New |
$4.58K - $5.17K
|
77
$5.34K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33+ 0.2% |
$1.96K - $2.22K
|
16.4K
$1.14M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
24+ 171.43% |
$1.43K - $1.61K
|
38
$2.64K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
21New |
$1.25K - $1.41K
|
21
$1.46K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
15+ 25.0% |
$893 - $1.01K
|
75
$5.2K
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
10+ 0.29% |
$595 - $671
|
3.51K
$244K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2New |
$119 - $134
|
2
$139
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
11.6K+ 103.23% |
$649K - $713K
|
22.7K
$1.58M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.5KNew |
$588K - $647K
|
10.5K
$727K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.66KNew |
$205K - $226K
|
3.66K
$254K
|