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 $765,283. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,236

Previous 6,018 86.71%

Holding current value

$765,283

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

219

Shares Held

15.9M

Call Options Held

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

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.

Account

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