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 $2.49 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

35,094

Previous 34,161 2.73%

Holding current value

$2.49 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

266

Shares Held

19.3M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Aspire Wealth Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aspire Wealth Management Corp with notifications on news.

Account

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