Latest Institutional Sells 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 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
Oct 17, 2024 Q3 2024
Merit Financial Group, LLC

SELL
 -
-7.84K
- 25.54%
$466K - $526K
22.8K $1.52M
Oct 29, 2024 Q3 2024
Lodestone Wealth Management LLC

Spokane, WA
SELL
 -
-1.61K
- 7.02%
$95.6K - $108K
21.3K $1.41M
Oct 11, 2024 Q3 2024
Fifth Third Securities, Inc.

SELL
 -
-1.13K
- 19.05%
$66.9K - $75.5K
4.78K $318K
Oct 24, 2024 Q3 2024
Anson Capital, Inc.

SELL
 -
-635
- 3.66%
$37.8K - $42.6K
16.7K $1.11M
Oct 28, 2024 Q3 2024
Principal Securities, Inc.

Des Moines, IA
SELL
 -
-107
- 1.08%
$6.37K - $7.18K
9.77K $650K
Q2 2024
Jul 23, 2024 Q2 2024
Theory Financial LLC

Fort Collins, CO
SELL
 -
-13.6K
- 20.14%
$762K - $838K
53.8K $3.58M
Jul 25, 2024 Q2 2024
Systelligence, LLC

SELL
 -
-7.37K
- 5.45%
$414K - $455K
128K $8.51M
Aug 13, 2024 Q2 2024
Wells Fargo & Company

San Francisco, CA
SELL
 -
-3.76K
- 1.28%
$211K - $232K
290K $19.3M
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-3.57K
- 31.56%
$200K - $220K
7.74K $515K
Aug 08, 2024 Q2 2024
Prime Capital Investment Advisors, LLC

Overland Park, KS
SELL
 -
-2.41K
- 5.63%
$136K - $149K
40.4K $2.69M
Aug 14, 2024 Q2 2024
Smith, Moore & Co.

Clayton, MO
SELL
 -
-315
- 0.47%
$17.7K - $19.4K
66.7K $4.43M
Aug 13, 2024 Q2 2024
Merriman Wealth Management, LLC

SELL
 -
-289
- 1.97%
$16.2K - $17.8K
14.4K $959K
Jul 23, 2024 Q2 2024
Geneos Wealth Management Inc.

SELL
 -
-230
- 57.5%
$12.9K - $14.2K
170 $11.3K
Aug 14, 2024 Q2 2024
Solutions 4 Wealth, LTD

Southlake, TX
SELL
 -
-36
- 0.37%
$2.02K - $2.22K
9.68K $643K
Aug 07, 2024 Q2 2024
Oppenheimer & CO Inc

New York, NY
SELL
 -
-18
- 0.51%
$1.01K - $1.11K
3.55K $236K
Q1 2024
May 15, 2024 Q1 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-1.18K
- 11.94%
$63.9K - $70.9K
8.68K $577K
May 13, 2024 Q1 2024
National Bank Of Canada

SELL
 -
-78
- 9.02%
$4.24K - $4.7K
787 $52.3K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

SELL
 -
-55
Closed
$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 $16.6K
Q4 2023
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-458
- 3.68%
$20.8K - $26.3K
12K $798K
Feb 09, 2024 Q4 2023
Ubs Group Ag

SELL
 -
-301
- 85.03%
$13.6K - $17.3K
53 $3.52K
Q3 2023
Nov 13, 2023 Q3 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-2.15K
Closed
$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 $841K
Q1 2023
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

SELL
 -
-6.17K
- 14.33%
$271K - $312K
36.9K $2.45M
Q4 2022
Jan 02, 2024 Q4 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-7.08K
Closed
$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 $73.4K
Jan 27, 2023 Q4 2022
Signaturefd, LLC

Atlanta, GA
SELL
 -
-35
- 20.11%
$1.57K - $1.8K
139 $9.24K
Q3 2022
Nov 14, 2022 Q3 2022
Covington Capital Management

SELL
 -
-51
- 4.11%
$2.17K - $2.64K
1.19K $79.1K
Nov 14, 2022 Q3 2022
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-25
- 22.73%
$1.07K - $1.3K
85 $5.65K
Nov 16, 2022 Q3 2022
Milestone Wealth, LLC

Buffalo, NY
SELL
 -
-7
- 5.65%
$298 - $363
117 $7.78K
Q2 2022
Aug 12, 2022 Q2 2022
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-19.6K
Closed
$850K - $1.03M
0 $0
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-5.15K
Closed
$223K - $271K
0 $0
Aug 03, 2022 Q2 2022
Iag Wealth Partners, LLC

SELL
 -
-731
Closed
$31.6K - $38.4K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-400
Closed
$17.3K - $21K
0 $0
Aug 04, 2022 Q2 2022
Vestmark Advisory Solutions, Inc.

SELL
 -
-146
- 1.97%
$6.32K - $7.67K
7.25K $482K
Aug 11, 2022 Q2 2022
Cedar Wealth Management, LLC

Walnut Creek, CA
SELL
 -
-105
- 3.24%
$4.54K - $5.52K
3.14K $208K
Q4 2021
Jan 21, 2022 Q4 2021
Asset Dedication, LLC

SELL
 -
-1.73K
Closed
$90.8K - $106K
0 $0
Q3 2021
Nov 10, 2021 Q3 2021
Magnolia Capital Advisors LLC

Jackson, MS
SELL
 -
-4.98K
Closed
$249K - $274K
0 $0
Nov 15, 2021 Q3 2021
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-3.27K
- 10.0%
$164K - $180K
29.5K $1.96M
Q2 2021
Aug 16, 2021 Q2 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-26.3K
Closed
$1.25M - $1.48M
0 $0
Jul 26, 2021 Q2 2021
Flagship Harbor Advisors, LLC

SELL
 -
-13.6K
Closed
$648K - $766K
0 $0
Aug 12, 2021 Q2 2021
Monumental Financial Group Inc.

SELL
 -
-12.5K
Closed
$595K - $703K
0 $0
Aug 16, 2021 Q2 2021
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-491
Closed
$23.3K - $27.6K
0 $0
Jul 27, 2021 Q2 2021
Destiny Wealth Partners, LLC

SELL
 -
-303
Closed
$14.4K - $17K
0 $0
Jul 27, 2021 Q2 2021
Harbor Investment Advisory, LLC

SELL
 -
-200
- 25.0%
$9.51K - $11.2K
600 $39.9K
Aug 06, 2021 Q2 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-58
- 5.75%
$2.76K - $3.26K
950 $63.2K
Q1 2021
May 10, 2021 Q1 2021
Arete Wealth Advisors, LLC

Chicago, IL
SELL
 -
-11.9K
Closed
$564K - $668K
0 $0
May 18, 2021 Q1 2021
Sky View Investment Advisors, LLC

Shrewsbury, NJ
SELL
 -
-8.86K
Closed
$420K - $497K
0 $0
May 11, 2021 Q1 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-4.44K
Closed
$210K - $249K
0 $0

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