Cape Investment Advisory, Inc. Invesco S&P Smallcap Momentum Transaction History

Cape Investment Advisory, Inc.

  • $102 Billion
  • Q3 2025

A detailed history of Cape Investment Advisory, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 1,210 shares of XSMO stock, worth $85,825. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,210
Previous 896 35.04%
Holding current value
$85,825
Previous $60.9 Million 46.06%
% of portfolio
0.09%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 29, 2025
BUY
$67.1 - $74.29 $21,069 - $23,327
314 Added 35.04%
1,210 $89 Million
Q1 2025

May 16, 2025
BUY
$59.97 - $70.03 $17,631 - $20,588
294 Added 48.84%
896 $56.2 Million
Q4 2024

Feb 05, 2025
BUY
$65.08 - $73.72 $8,525 - $9,657
131 Added 27.81%
602 $39.8 Million
Q3 2024

Nov 14, 2024
BUY
$59.5 - $67.14 $28,024 - $31,622
471 New
471 $31.2 Million

Others Institutions Holding XSMO

# of Institutions
267
Shares Held
19.3M
Call Options Held
3.1K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
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More about XSMO
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