A detailed history of Fiduciary Alliance LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Fiduciary Alliance LLC holds 78,500 shares of XSMO stock, worth $5.36 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
78,500
Previous 65,482 19.88%
Holding current value
$5.36 Million
Previous $4.11 Billion 29.95%
% of portfolio
0.4%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025

BUY
$55.15 - $68.11 $717,942 - $886,655
13,018 Added 19.88%
78,500 $5.34 Billion
Q1 2025

Apr 09, 2025

BUY
$59.97 - $70.03 $2.01 Million - $2.35 Million
33,537 Added 104.98%
65,482 $4.11 Billion
Q4 2024

Jan 13, 2025

BUY
$65.08 - $73.72 $2.08 Million - $2.35 Million
31,945 New
31,945 $2.11 Billion

Others Institutions Holding XSMO

About INVESCO S&P SMALLCAP MOMENTUM


  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance 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 Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.