Fortis Capital Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Fortis Capital Advisors, LLC

  • $293 Billion
  • Q4 2024

A detailed history of Fortis Capital Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Fortis Capital Advisors, LLC holds 21,609 shares of XSMO stock, worth $1.33 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
21,609
Previous 37,800 42.83%
Holding current value
$1.33 Million
Previous $2.5 Billion 43.1%
% of portfolio
0.49%
Previous 0.84%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$65.08 - $73.72 $1.05 Million - $1.19 Million
-16,191 Reduced 42.83%
21,609 $1.42 Billion
Q3 2024

Nov 12, 2024
BUY
$59.5 - $67.14 $1.06 Million - $1.2 Million
17,802 Added 89.02%
37,800 $2.5 Billion
Q2 2024

Aug 02, 2024
BUY
$56.16 - $61.72 $1.12 Million - $1.23 Million
19,998 New
19,998 $1.2 Billion

Others Institutions Holding XSMO

# of Institutions
202
Shares Held
14.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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