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

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 340 shares of XSMO stock, worth $24,116. This represents 0.0% of its overall portfolio holdings.

Number of Shares
340
Previous 339 0.29%
Holding current value
$24,116
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
$67.1 - $74.29 $67 - $74
1 Added 0.29%
340 $25,000
Q4 2024

Feb 07, 2025
BUY
$65.08 - $73.72 $22,062 - $24,991
339 New
339 $22,000

Others Institutions Holding XSMO

# of Institutions
267
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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