Ep Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,468 shares of XSMO stock, worth $250,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,468
Previous 3,468 -0.0%
Holding current value
$250,909
Previous $217,000 8.29%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$65.08 - $73.72 $225,697 - $255,660
3,468 New
3,468 $229,000

Others Institutions Holding XSMO

# of Institutions
263
Shares Held
19M
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
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email