Purchases and Sales Made in Q4 2024 in Invesco S&P Smallcap Momentum (XSMO)
This table provides information about the institutional ownership of Invesco S&P Smallcap Momentum (XSMO) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO S&P SMALLCAP MOMENTUM .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
935K+ 959.1% |
$60.8M - $68.9M
|
1.03M
$60.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
524K+ 41.29% |
$34.1M - $38.7M
|
1.79M
$106M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
464KNew |
$30.2M - $34.2M
|
464K
$27.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
391K+ 89.58% |
$25.4M - $28.8M
|
827K
$48.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
284K+ 252.3% |
$18.5M - $20.9M
|
397K
$23.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
237K+ 59.28% |
$15.4M - $17.5M
|
637K
$37.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
111KNew |
$7.24M - $8.2M
|
111K
$6.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
111K+ 9.02% |
$7.22M - $8.18M
|
1.34M
$79.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
106K+ 485.23% |
$6.93M - $7.84M
|
128K
$7.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
93.3K+ 628.33% |
$6.07M - $6.88M
|
108K
$6.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
92.7KNew |
$6.03M - $6.83M
|
92.7K
$5.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
91.4KNew |
$5.95M - $6.74M
|
91.4K
$5.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
90.9K+ 56.27% |
$5.92M - $6.7M
|
252K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
87K+ 93.9% |
$5.66M - $6.41M
|
180K
$10.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
75.9KNew |
$4.94M - $5.6M
|
75.9K
$4.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
74.5KNew |
$4.85M - $5.5M
|
74.5K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
70.5KNew |
$4.59M - $5.2M
|
70.5K
$4.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
64.7KNew |
$4.21M - $4.77M
|
64.7K
$3.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Smart Money Group LLC
|
BUY
|
- |
62KNew |
$4.04M - $4.57M
|
62K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
58.5KNew |
$3.81M - $4.31M
|
58.5K
$3.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
51.3K+ 61.72% |
$3.34M - $3.78M
|
135K
$7.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
50.5K+ 253.3% |
$3.29M - $3.73M
|
70.5K
$4.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
40.9KNew |
$2.66M - $3.02M
|
40.9K
$2.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
40.9KNew |
$2.66M - $3.01M
|
40.9K
$2.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
40.8KNew |
$2.65M - $3.01M
|
40.8K
$2.41M
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
37.1KNew |
$2.41M - $2.74M
|
37.1K
$2.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Cobblestone Asset Management LLC
Richmond, VA |
BUY
|
- |
35.6KNew |
$2.32M - $2.63M
|
35.6K
$2.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
33.6KNew |
$2.19M - $2.48M
|
33.6K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
31.9KNew |
$2.08M - $2.35M
|
31.9K
$1.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.6K+ 3285.33% |
$1.92M - $2.18M
|
30.5K
$1.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
28.2K+ 230.55% |
$1.83M - $2.08M
|
40.4K
$2.39M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.8K+ 13.3% |
$1.81M - $2.05M
|
237K
$14M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
27.5K+ 121.87% |
$1.79M - $2.03M
|
50.1K
$2.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25.6K+ 20.42% |
$1.67M - $1.89M
|
151K
$8.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.1K+ 51.36% |
$1.57M - $1.78M
|
71K
$4.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.3K+ 52.94% |
$1.39M - $1.57M
|
61.5K
$3.63M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
20.3K+ 7.93% |
$1.32M - $1.5M
|
277K
$16.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
19.6KNew |
$1.28M - $1.45M
|
19.6K
$1.16M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
17.9KNew |
$1.17M - $1.32M
|
17.9K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 57.38% |
$1.16M - $1.32M
|
49K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
17.7KNew |
$1.15M - $1.3M
|
17.7K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.5KNew |
$1.14M - $1.29M
|
17.5K
$1.03M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
17.4K+ 57.47% |
$1.13M - $1.28M
|
47.7K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
14.4K+ 334.94% |
$938K - $1.06M
|
18.7K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.1K+ 15.73% |
$916K - $1.04M
|
104K
$6.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
13.3K+ 706.31% |
$866K - $982K
|
15.2K
$897K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13.2KNew |
$861K - $975K
|
13.2K
$781K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.1K+ 13.53% |
$854K - $967K
|
110K
$6.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
12.8K+ 11.52% |
$832K - $943K
|
124K
$7.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
12.4K+ 126.6% |
$805K - $912K
|
22.1K
$1.31M
|