Financial Advocates Investment Management Invesco S&P Smallcap Momentum Transaction History

Financial Advocates Investment Management

$1.37 Billion
Q1 2025

A detailed history of Financial Advocates Investment Management transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Financial Advocates Investment Management holds 11,236 shares of XSMO stock, worth $694,047. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,236

Previous 6,018 86.71%

Holding current value

$694,047

Previous $397,000 77.58%

% of portfolio

0.05%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 28, 2025	BUY	$59.97 - $70.03 $312,923 - $365,416	5,218 Added 86.71%	11,236 $705,000
Q4 2024 Jan 27, 2025	BUY	$65.08 - $73.72 $122,220 - $138,446	1,878 Added 45.36%	6,018 $397,000
Q3 2024 Oct 25, 2024	BUY	$59.5 - $67.14 $246,330 - $277,959	4,140 New	4,140 $274,000
Q2 2023 Aug 07, 2023	SELL	$43.62 - $48.48 $551,095 - $612,496	-12,634 Reduced 69.5%	5,544 $268,000
Q1 2023 May 11, 2023	BUY	$43.9 - $50.56 $275,472 - $317,264	6,275 Added 52.72%	18,178 $841,000
Q4 2022 Feb 14, 2023	SELL	$44.83 - $51.49 $450,451 - $517,371	-10,048 Reduced 45.77%	11,903 $561,000
Q3 2022 Nov 14, 2022	BUY	$42.6 - $51.8 $935,112 - $1.14 Million	21,951 New	21,951 $952,000

Others Institutions Holding XSMO

# of Institutions

206

Shares Held

15.4M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP MOMENTUM

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Financial Advocates Investment Management Invesco S&P Smallcap Momentum Transaction History