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
Feb 13, 2025 Q4 2024
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
9.72K
New
$632K - $716K
9.72K $689K
Feb 06, 2025 Q4 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
6.71K
+ 20.58%
$437K - $495K
39.3K $2.79M
Feb 13, 2025 Q4 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
3.47K
New
$226K - $256K
3.47K $246K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
2.38K
New
$155K - $176K
2.38K $169K
Feb 25, 2025 Q4 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.07K
+ 19.37%
$69.4K - $78.7K
6.58K $466K
Feb 03, 2025 Q4 2024
Sunpointe, LLC

St. Louis, MO
BUY
 -
140
+ 4.5%
$9.11K - $10.3K
3.25K $231K
Feb 10, 2025 Q4 2024
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
103
New
$6.7K - $7.59K
103 $7.31K
Jan 30, 2025 Q4 2024
Allworth Financial LP

BUY
 -
91
+ 151.67%
$5.92K - $6.71K
151 $10.7K
Jan 22, 2025 Q4 2024
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
55
+ 1.58%
$3.58K - $4.05K
3.53K $251K
Feb 11, 2025 Q4 2024
Murphy & Mullick Capital Management Corp

Smithtown, NY
BUY
 -
25
New
$1.63K - $1.84K
25 $1.77K
Jan 13, 2025 Q4 2024
Abound Wealth Management

Franklin, TN
BUY
 -
1
+ 1.04%
$65.1 - $73.7
97 $6.88K
Q3 2024
Oct 23, 2024 Q3 2024
Mainstay Capital Management LLC

BUY
 -
701K
New
$41.7M - $47.1M
701K $49.7M
Oct 18, 2024 Q3 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
151K
+ 179.68%
$8.99M - $10.1M
235K $16.7M
Oct 24, 2024 Q3 2024
Fischer Investment Strategies, LLC

Westlake Village, CA
BUY
 -
67.4K
New
$4.01M - $4.53M
67.4K $4.78M
Oct 18, 2024 Q3 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
48.4K
+ 62.56%
$2.88M - $3.25M
126K $8.92M
Oct 09, 2024 Q3 2024
Castle Rock Wealth Management, LLC

BUY
 -
31.6K
New
$1.88M - $2.12M
31.6K $2.24M
Nov 14, 2024 Q3 2024
Arizona Psprs Trust

Phoenix, AZ
BUY
 -
25.7K
New
$1.53M - $1.72M
25.7K $1.82M
Nov 12, 2024 Q3 2024
Crewe Advisors LLC

BUY
 -
4.28K
New
$254K - $287K
4.28K $303K
Oct 31, 2024 Q3 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
933
+ 2.73%
$55.5K - $62.6K
35.1K $2.49M
Nov 04, 2024 Q3 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
533
New
$31.7K - $35.8K
533 $37.8K
Oct 10, 2024 Q3 2024
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
389
+ 9.73%
$23.1K - $26.1K
4.39K $311K
Nov 12, 2024 Q3 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
225
New
$13.4K - $15.1K
225 $16K
Oct 09, 2024 Q3 2024
Pinnacle Bancorp, Inc.

BUY
 -
124
New
$7.38K - $8.33K
124 $8.8K
Oct 22, 2024 Q3 2024
Central Trust CO

Jefferson City, MO
BUY
 -
77
New
$4.58K - $5.17K
77 $5.46K
Oct 17, 2024 Q3 2024
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
21
New
$1.25K - $1.41K
21 $1.49K
Oct 10, 2024 Q3 2024
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
15
+ 25.0%
$893 - $1.01K
75 $5.32K
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
2
New
$119 - $134
2 $142
Q2 2024
Aug 09, 2024 Q2 2024
Virtu Financial LLC

New York, NY
BUY
 -
10.5K
New
$588K - $647K
10.5K $743K
Aug 06, 2024 Q2 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
428
New
$24K - $26.4K
428 $30.4K
Jul 15, 2024 Q2 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
400
+ 222.22%
$22.5K - $24.7K
580 $41.1K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
20
New
$1.12K - $1.23K
20 $1.42K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
10
New
$562 - $617
10 $709
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
6.71K
New
$365K - $405K
6.71K $476K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
5.54K
+ 95.56%
$301K - $334K
11.3K $804K
May 09, 2024 Q1 2024
Archer Investment Corp

BUY
 -
274
New
$14.9K - $16.5K
274 $19.4K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
181
New
$9.83K - $10.9K
181 $12.8K
Jun 11, 2024 Q1 2024
American Trust

Lexington, KY
BUY
 -
62
+ 0.46%
$3.37K - $3.74K
13.7K $969K
May 03, 2024 Q1 2024
Ogorek Anthony Joseph

BUY
 -
20
New
$1.09K - $1.21K
20 $1.42K
Apr 29, 2024 Q1 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4
+ 0.23%
$217 - $241
1.73K $123K
Q3 2023
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

BUY
 -
36.1K
New
$1.71M - $1.85M
36.1K $2.56M
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
1.85K
+ 22.94%
$87.3K - $94.6K
9.9K $702K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
1
+ 0.25%
$47.3 - $51.2
405 $28.7K
Q2 2023
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
7.82K
New
$341K - $379K
7.82K $555K
Q1 2023
May 04, 2023 Q1 2023
Nordwand Advisors, LLC

Radnor, PA
BUY
 -
135
New
$5.93K - $6.83K
135 $9.58K
Q4 2022
Jan 12, 2023 Q4 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
4.69K
+ 13.99%
$210K - $241K
38.2K $2.71M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
1.36K
New
$60.8K - $69.9K
1.36K $96.3K
Feb 14, 2023 Q4 2022
Win Advisors, Inc

BUY
 -
1.19K
New
$53.2K - $61.1K
1.19K $84.1K
Feb 13, 2023 Q4 2022
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
69
+ 100.0%
$3.09K - $3.55K
138 $9.79K
Q3 2022
Nov 09, 2022 Q3 2022
Professional Financial Advisors, LLC

BUY
 -
1
+ 0.24%
$42.6 - $51.8
419 $29.7K

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