Accel Wealth Management Invesco S&P Smallcap Momentum Transaction History
Accel Wealth Management
- $290 Million
- Q2 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 24,850 shares of XSMO stock, worth $1.71 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
24,850
Previous 24,000
3.54%
Holding current value
$1.71 Million
Previous $1.46 Million
15.67%
% of portfolio
0.58%
Previous 0.55%
Shares
6 transactions
Others Institutions Holding XSMO
# of Institutions
232Shares Held
16.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.77MShares$122 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.61MShares$111 Million0.24% of portfolio
-
Envestnet Asset Management Inc1.52MShares$104 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.18MShares$80.9 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA568KShares$39.1 Million0.01% of portfolio