Aspire Wealth Management Corp Invesco S&P Smallcap Momentum Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

A detailed history of Aspire Wealth Management Corp transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Aspire Wealth Management Corp holds 35,094 shares of XSMO stock, worth $2.14 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

35,094

Previous 34,161 2.73%

Holding current value

$2.14 Million

Previous $2.05 Million 13.21%

% of portfolio

1.33%

Previous 1.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$59.5 - $67.14 $55,513 - $62,641	933 Added 2.73%	35,094 $2.32 Million
Q2 2024 Aug 12, 2024	BUY	$56.16 - $61.72 $1.32 Million - $1.46 Million	23,584 Added 222.97%	34,161 $2.05 Million
Q1 2024 Apr 29, 2024	BUY	$54.33 - $60.32 $251,004 - $278,678	4,620 Added 77.56%	10,577 $638,000
Q4 2023 Jan 22, 2024	BUY	$45.31 - $57.51 $12,460 - $15,815	275 Added 4.84%	5,957 $337,000
Q3 2023 Oct 30, 2023	BUY	$47.27 - $51.21 $472 - $512	10 Added 0.18%	5,682 $275,000
Q2 2023 Jul 27, 2023	BUY	$43.62 - $48.48 $741 - $824	17 Added 0.3%	5,672 $274,000
Q1 2023 May 04, 2023	BUY	$43.9 - $50.56 $30,993 - $35,695	706 Added 14.27%	5,655 $261,000
Q4 2022 Feb 06, 2023	BUY	$44.83 - $51.49 $219,801 - $252,455	4,903 Added 10658.7%	4,949 $233,000
Q3 2022 Nov 09, 2022	BUY	$42.6 - $51.8 $42 - $51	1 Added 2.22%	46 $2,000
Q4 2021 Mar 14, 2022	BUY	$52.46 - $61.1 $2,360 - $2,749	45 New	45 $3,000

Others Institutions Holding XSMO

# of Institutions

201

Shares Held

14.9M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP MOMENTUM

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