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 $4.69 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
75,982
Previous 70,523 7.74%
Holding current value
$4.69 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
211
Shares Held
16.2M
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
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