Accel Wealth Management Invesco S&P Smallcap Momentum Transaction History

Accel Wealth Management

$328 Million
Q3 2025

A detailed history of Accel Wealth Management transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Accel Wealth Management holds 20,691 shares of XSMO stock, worth $1.51 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

20,691

Previous 24,850 16.74%

Holding current value

$1.51 Million

Previous $1.69 Million 9.94%

% of portfolio

0.46%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	SELL	$67.1 - $74.29 $279,068 - $308,972	-4,159 Reduced 16.74%	20,691 $1.52 Million
Q2 2025 Jul 21, 2025	BUY	$55.15 - $68.11 $46,877 - $57,893	850 Added 3.54%	24,850 $1.69 Million
Q1 2025 Apr 10, 2025	BUY	$59.97 - $70.03 $252,293 - $294,616	4,207 Added 21.25%	24,000 $1.46 Million
Q4 2024 Jan 21, 2025	BUY	$65.08 - $73.72 $219,189 - $248,288	3,368 Added 20.51%	19,793 $1.31 Million
Q3 2024 Oct 15, 2024	BUY	$59.5 - $67.14 $52,895 - $59,687	889 Added 5.72%	16,425 $1.09 Million
Q2 2024 Jul 12, 2024	BUY	$56.16 - $61.72 $38,244 - $42,031	681 Added 4.58%	15,536 $932,000
Q1 2024 Apr 19, 2024	BUY	$54.33 - $60.32 $807,072 - $896,053	14,855 New	14,855 $896,000

Others Institutions Holding XSMO

# of Institutions

246

Shares Held

18.4M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Accel Wealth Management Invesco S&P Smallcap Momentum Transaction History