Adapt Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Adapt Wealth Advisors, LLC

  • $205 Billion
  • Q1 2025

A detailed history of Adapt Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 75,982 shares of XSMO stock, worth $5.03 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
75,982
Previous 70,523 7.74%
Holding current value
$5.03 Million
Previous $4.66 Billion 2.26%
% of portfolio
2.33%
Previous 2.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$59.97 - $70.03 $327,376 - $382,293
5,459 Added 7.74%
75,982 $4.77 Billion
Q4 2024

Feb 14, 2025
BUY
$65.08 - $73.72 $4.59 Million - $5.2 Million
70,523 New
70,523 $4.66 Billion

Others Institutions Holding XSMO

# of Institutions
219
Shares Held
15.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Adapt Wealth Advisors, LLC Portfolio

Follow Adapt Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adapt Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email