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

Financial Advocates Investment Management

  • $1.18 Billion
  • Q2 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 4,576 shares of XSMO stock, worth $334,780. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,576
Previous 11,236 59.27%
Holding current value
$334,780
Previous $705,000 55.89%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Aug 12, 2025
SELL
$55.15 - $68.11 $367,299 - $453,612
-6,660 Reduced 59.27%
4,576 $311,000
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
243
Shares Held
18.4M
Call Options Held
21.9K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
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More about XSMO
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