Epg Wealth Management LLC Invesco S&P Smallcap Momentum Transaction History

Epg Wealth Management LLC

  • $363 Billion
  • Q3 2025

A detailed history of Epg Wealth Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Epg Wealth Management LLC holds 87,751 shares of XSMO stock, worth $6.22 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
87,751
Previous 77,780 12.82%
Holding current value
$6.22 Million
Previous $5.29 Billion 22.02%
% of portfolio
1.78%
Previous 1.59%

Shares

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

Nov 03, 2025
BUY
$67.1 - $74.29 $669,054 - $740,745
9,971 Added 12.82%
87,751 $6.46 Billion
Q2 2025

Aug 05, 2025
BUY
$55.15 - $68.11 $4.29 Million - $5.3 Million
77,780 New
77,780 $5.29 Billion

Others Institutions Holding XSMO

# of Institutions
266
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
  • Industry ETFs
More about XSMO
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