Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-148K- 12.38% |
$9.64M - $10.9M
|
1.05M
$68.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-35.9K- 71.02% |
$2.34M - $2.65M
|
14.7K
$956K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-22.4K- 57.25% |
$1.46M - $1.65M
|
16.7K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-16.2K- 42.83% |
$1.05M - $1.19M
|
21.6K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-16.2K- 42.83% |
$1.05M - $1.19M
|
21.6K
$1.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.41K- 12.66% |
$482K - $546K
|
51.2K
$3.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-6.81K- 39.08% |
$443K - $502K
|
10.6K
$692K
|
|
|
Jan 23, 2025
Q4 2024
|
Marmo Financial Group, LLC
Johnson City, TN |
SELL
|
- |
-6.3K- 2.35% |
$410K - $465K
|
262K
$17.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.39K- 41.38% |
$220K - $250K
|
4.8K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.33K- 3.04% |
$217K - $245K
|
106K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.5K- 62.5% |
$163K - $184K
|
1.5K
$97.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.12K- 1.02% |
$138K - $157K
|
206K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.04K- 29.24% |
$132K - $150K
|
4.92K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.89K- 2.75% |
$123K - $140K
|
66.9K
$4.36M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.19K- 0.58% |
$77.7K - $88K
|
204K
$13.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.14K- 2.06% |
$74.3K - $84.2K
|
54.3K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-882- 1.76% |
$57.4K - $65K
|
49.2K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-827- 6.4% |
$53.8K - $61K
|
12.1K
$788K
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-775- 3.49% |
$50.4K - $57.1K
|
21.4K
$1.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-755- 1.29% |
$49.1K - $55.7K
|
57.9K
$3.77M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-657- 83.48% |
$42.8K - $48.4K
|
130
$8.48K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-615- 10.17% |
$40K - $45.3K
|
5.43K
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-553- 3.31% |
$36K - $40.8K
|
16.2K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-547- 3.26% |
$35.6K - $40.3K
|
16.2K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-400Closed |
$26K - $29.5K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-342- 28.06% |
$22.3K - $25.2K
|
877
$57.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-337- 7.78% |
$21.9K - $24.8K
|
4K
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-142- 1.98% |
$9.24K - $10.5K
|
7.03K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-95- 0.44% |
$6.18K - $7K
|
21.4K
$1.39M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-68- 6.81% |
$4.43K - $5.01K
|
931
$60.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-49- 30.82% |
$3.19K - $3.61K
|
110
$7.17K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-31- 0.01% |
$2.02K - $2.29K
|
209K
$13.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-10- 0.16% |
$651 - $737
|
6.29K
$410K
|
|
| Q3 2024 | |||||||
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-10.8K- 26.33% |
$644K - $727K
|
30.3K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.2K- 48.82% |
$369K - $416K
|
6.5K
$424K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-306- 5.75% |
$18.2K - $20.5K
|
5.02K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-228- 1.82% |
$13.6K - $15.3K
|
12.3K
$802K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-190- 89.2% |
$11.3K - $12.8K
|
23
$1.5K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-55Closed |
$2.99K - $3.32K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-50- 16.67% |
$2.72K - $3.02K
|
250
$16.3K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.15KClosed |
$102K - $110K
|
0
$0
|
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.42K- 10.1% |
$67.2K - $72.8K
|
12.6K
$825K
|
|
| Q4 2022 | |||||||
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7.08KClosed |
$317K - $364K
|
0
$0
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-194- 14.95% |
$8.7K - $9.99K
|
1.1K
$72K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-35- 20.11% |
$1.57K - $1.8K
|
139
$9.06K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-51- 4.11% |
$2.17K - $2.64K
|
1.19K
$77.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-25- 22.73% |
$1.07K - $1.3K
|
85
$5.54K
|
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-7- 5.65% |
$298 - $363
|
117
$7.63K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6KClosed |
$850K - $1.03M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-5.15KClosed |
$223K - $271K
|
0
$0
|
|