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 4,140 shares of XSMO stock, worth $300,357. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,140
Holding current value
$300,357
% of portfolio
0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO S&P SMALLCAP MOMENTUM


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

Track Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.