Latest Institutional Purchases of Invesco S&P Smallcap Momentum (XSMO)

XSMO Quotes by TradingView

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 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
 -
84
New
$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
 -
49
New
$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
 -
30
New
$2.01K - $2.23K
30 $2.13K
Nov 19, 2025 Q3 2025
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
18
+ 22.5%
$1.21K - $1.34K
98 $6.95K
Nov 04, 2025 Q3 2025
Solutions 4 Wealth, LTD

Southlake, TX
BUY
 -
7
+ 0.07%
$470 - $520
9.81K $696K
Nov 04, 2025 Q3 2025
Greykasell Wealth Strategies, Inc.

Danville, CA
BUY
 -
3
+ 0.06%
$201 - $223
4.83K $342K
Oct 31, 2025 Q3 2025
Cullen/Frost Bankers, Inc.

BUY
 -
3
+ 0.18%
$201 - $223
1.69K $120K
Nov 12, 2025 Q3 2025
Mgb Wealth Management, LLC

Addison, TX
BUY
 -
1
+ 0.25%
$67.1 - $74.3
404 $28.7K
Nov 10, 2025 Q3 2025
Ever Source Wealth Advisors, LLC

BUY
 -
1
+ 0.29%
$67.1 - $74.3
340 $24.1K
Oct 30, 2025 Q3 2025
Parkside Financial Bank & Trust

BUY
 -
1
+ 0.17%
$67.1 - $74.3
607 $43.1K
Q2 2025
Aug 11, 2025 Q2 2025
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
167K
New
$9.21M - $11.4M
167K $11.8M
Aug 04, 2025 Q2 2025
Uniting Wealth Partners, LLC

Mission, KS
BUY
 -
53.4K
+ 1657.07%
$2.95M - $3.64M
56.6K $4.02M
Aug 08, 2025 Q2 2025
Avantax Advisory Services, Inc.

BUY
 -
19.8K
+ 39.63%
$1.09M - $1.35M
69.7K $4.94M
Jul 16, 2025 Q2 2025
Kendall Capital Management

BUY
 -
17K
New
$938K - $1.16M
17K $1.21M
Jul 22, 2025 Q2 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
9.59K
New
$529K - $653K
9.59K $680K
Aug 01, 2025 Q2 2025
Brookwood Investment Group LLC

Phoenix, AZ
BUY
 -
7.84K
New
$432K - $534K
7.84K $556K
Jul 25, 2025 Q2 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
3.72K
New
$205K - $253K
3.72K $264K
Aug 11, 2025 Q2 2025
Cascade Wealth Advisors, Inc

Wenatchee, WA
BUY
 -
3.58K
New
$197K - $244K
3.58K $254K
Jul 11, 2025 Q2 2025
Ullmann Wealth Partners Group, LLC

BUY
 -
3.11K
New
$172K - $212K
3.11K $221K
Aug 11, 2025 Q2 2025
Advisor Resource Council

BUY
 -
3.06K
New
$169K - $209K
3.06K $217K
Aug 05, 2025 Q2 2025
Simplex Trading, LLC

BUY
 -
3.02K
New
$167K - $206K
3.02K $214K
Aug 13, 2025 Q2 2025
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.46K
+ 3.93%
$80.2K - $99.1K
38.5K $2.73M
Jul 30, 2025 Q2 2025
Whittier Trust CO

BUY
 -
900
New
$49.6K - $61.3K
900 $63.8K
Aug 11, 2025 Q2 2025
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
150
New
$8.27K - $10.2K
150 $10.6K
Aug 08, 2025 Q2 2025
Good Life Advisors, LLC

BUY
 -
126
+ 1.42%
$6.95K - $8.58K
8.99K $638K
Jul 16, 2025 Q2 2025
Signaturefd, LLC

Atlanta, GA
BUY
 -
59
New
$3.25K - $4.02K
59 $4.18K
Aug 29, 2025 Q2 2025
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
5
New
$276 - $341
5 $355
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 02, 2025 Q1 2025
Archvest Wealth Advisors, Inc.

BUY
 -
77.1K
New
$4.62M - $5.4M
77.1K $5.47M
May 15, 2025 Q1 2025
Marshall Wace, LLP

London, X0
BUY
 -
8.6K
New
$516K - $602K
8.6K $610K
May 15, 2025 Q1 2025
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
7.92K
+ 96.58%
$475K - $554K
16.1K $1.14M
Apr 30, 2025 Q1 2025
Adapt Wealth Advisors, LLC

Atlanta, GA
BUY
 -
5.46K
+ 7.74%
$327K - $382K
76K $5.39M
Apr 22, 2025 Q1 2025
Cobblestone Asset Management LLC

Richmond, VA
BUY
 -
5.36K
+ 15.04%
$321K - $375K
41K $2.91M
Apr 28, 2025 Q1 2025
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
5.19K
New
$311K - $363K
5.19K $368K
May 15, 2025 Q1 2025
Orion Portfolio Solutions, LLC

BUY
 -
1.92K
+ 13.75%
$115K - $135K
15.9K $1.13M
Apr 16, 2025 Q1 2025
Hoey Investments, Inc

Coatesville, PA
BUY
 -
1.08K
New
$64.8K - $75.6K
1.08K $76.6K
May 13, 2025 Q1 2025
Quadrature Capital LTD

London, X0
BUY
 -
795
+ 7.07%
$47.7K - $55.7K
12K $854K
May 15, 2025 Q1 2025
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
750
New
$45K - $52.5K
750 $53.2K
May 08, 2025 Q1 2025
North Rock Partners, LLC

BUY
 -
306
New
$18.4K - $21.4K
306 $21.7K
Apr 30, 2025 Q1 2025
Optimum Investment Advisors

BUY
 -
253
New
$15.2K - $17.7K
253 $17.9K
May 07, 2025 Q1 2025
Hurley Capital, LLC

New York, NY
BUY
 -
20
New
$1.2K - $1.4K
20 $1.42K
Q4 2024
Jan 16, 2025 Q4 2024
Smart Money Group LLC

BUY
 -
62K
New
$4.04M - $4.57M
62K $4.4M
Feb 07, 2025 Q4 2024
Banco Santander, S.A.

BUY
 -
27.5K
+ 121.87%
$1.79M - $2.03M
50.1K $3.55M
Apr 16, 2025 Q4 2024
Atlas Financial Advisors, Inc.

BUY
 -
10K
New
$653K - $739K
10K $711K

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