Envestnet Portfolio Solutions, Inc. Invesco S&P Smallcap Momentum Transaction History

Envestnet Portfolio Solutions, Inc.

$24.4 Billion
Q2 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 130,604 shares of XSMO stock, worth $9.61 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

130,604

Previous 122,547 6.57%

Holding current value

$9.61 Million

Previous $7.69 Million 15.53%

% of portfolio

0.04%

Previous 0.03%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$55.15 - $68.11 $444,343 - $548,762	8,057 Added 6.57%	130,604 $8.88 Million
Q1 2025 Apr 21, 2025	BUY	$59.97 - $70.03 $1.14 Million - $1.33 Million	18,978 Added 18.32%	122,547 $7.69 Million
Q4 2024 Feb 10, 2025	BUY	$65.08 - $73.72 $915,935 - $1.04 Million	14,074 Added 15.73%	103,569 $6.85 Million
Q3 2024 Oct 31, 2024	BUY	$59.5 - $67.14 $5.32 Million - $6.01 Million	89,495 New	89,495 $5.92 Million

Others Institutions Holding XSMO

# of Institutions

243

Shares Held

18.4M

Call Options Held

21.9K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
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Envestnet Portfolio Solutions, Inc. Invesco S&P Smallcap Momentum Transaction History