Capstone Wealth Management Group, LLC Invesco S&P Smallcap Momentum Transaction History

Capstone Wealth Management Group, LLC

  • $172 Million
  • Q1 2025

A detailed history of Capstone Wealth Management Group, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Capstone Wealth Management Group, LLC holds 46,666 shares of XSMO stock, worth $3.1 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
46,666
Previous 19,605 138.03%
Holding current value
$3.1 Million
Previous $1.3 Million 125.93%
% of portfolio
1.71%
Previous 0.7%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$59.97 - $70.03 $1.62 Million - $1.9 Million
27,061 Added 138.03%
46,666 $2.93 Million
Q4 2024

Jan 14, 2025
BUY
$65.08 - $73.72 $1.28 Million - $1.45 Million
19,605 New
19,605 $1.3 Million

Others Institutions Holding XSMO

# of Institutions
218
Shares Held
15.9M
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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