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 04, 2025
Q3 2025
|
Independent Advisor Alliance
|
BUY
|
- |
1.62K+ 19.02% |
$108K - $120K
|
10.1K
$717K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
1.5K+ 4.37% |
$101K - $112K
|
35.9K
$2.54M
|
|
|
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 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.32K+ 8.67% |
$88.7K - $98.2K
|
16.6K
$1.18M
|
|
|
Nov 04, 2025
Q3 2025
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.3KNew |
$87.2K - $96.6K
|
1.3K
$92.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
1.23K+ 3.72% |
$82.6K - $91.5K
|
34.4K
$2.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.1K+ 80.47% |
$73.5K - $81.4K
|
2.46K
$174K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 35.16% |
$71.4K - $79K
|
4.09K
$290K
|
|
|
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 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
845+ 1.79% |
$56.7K - $62.8K
|
47.9K
$3.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
841+ 1.34% |
$56.4K - $62.5K
|
63.6K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
BUY
|
- |
770New |
$51.7K - $57.2K
|
770
$54.6K
|
|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
711+ 6.34% |
$47.7K - $52.8K
|
11.9K
$845K
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
697+ 4.65% |
$46.8K - $51.8K
|
15.7K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
671New |
$45K - $49.8K
|
671
$47.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
640+ 6.36% |
$42.9K - $47.5K
|
10.7K
$760K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
529+ 12.33% |
$35.5K - $39.3K
|
4.82K
$342K
|
|
|
Oct 16, 2025
Q3 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
510+ 0.51% |
$34.2K - $37.9K
|
101K
$7.15M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
505+ 3.63% |
$33.9K - $37.5K
|
14.4K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
440+ 34.06% |
$29.5K - $32.7K
|
1.73K
$123K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
420+ 6.86% |
$28.2K - $31.2K
|
6.55K
$464K
|
|
|
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
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
336+ 4.82% |
$22.5K - $25K
|
7.31K
$519K
|
|
|
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 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
180+ 3.9% |
$12.1K - $13.4K
|
4.8K
$340K
|
|
|
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
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
98+ 8.52% |
$6.58K - $7.28K
|
1.25K
$88.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
84New |
$5.64K - $6.24K
|
84
$5.96K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
84+ 1.15% |
$5.64K - $6.24K
|
7.37K
$522K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
66+ 0.69% |
$4.43K - $4.9K
|
9.7K
$688K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
61+ 1.8% |
$4.09K - $4.53K
|
3.45K
$245K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49New |
$3.29K - $3.64K
|
49
$3.48K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
44+ 0.65% |
$2.95K - $3.27K
|
6.8K
$482K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
30New |
$2.01K - $2.23K
|
30
$2.13K
|
|