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 $1.48 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
21,609
Previous 37,800 42.83%
Holding current value
$1.48 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
204
Shares Held
14.5M
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
Track This Portfolio

Track Fortis Capital Advisors, LLC Portfolio

Follow Fortis Capital Advisors, LLC 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 Fortis Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email