Caprock Group, Inc. Invesco S&P Smallcap Momentum Transaction History

Caprock Group, Inc.

$3.21 Billion
Q1 2025

A detailed history of Caprock Group, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Caprock Group, Inc. holds 4,053 shares of XSMO stock, worth $269,078. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,053

Holding current value

$269,078

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$59.97 - $70.03 $243,058 - $283,831	4,053 New	4,053 $254,000

Others Institutions Holding XSMO

# of Institutions

218

Shares Held

15.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.77M
Shares

$118 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.61M
Shares

$107 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.52M
Shares

$101 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.18M
Shares

$78 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

568K
Shares

$37.7 Million
0.01% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
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