Global Retirement Partners, LLC Invesco S&P Smallcap Momentum Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Global Retirement Partners, LLC holds 4,909 shares of XSMO stock, worth $357,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,909

Previous 479 924.84%

Holding current value

$357,277

Previous $32,000 1028.13%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$67.1 - $74.29 $297,253 - $329,104	4,430 Added 924.84%	4,909 $361,000
Q2 2025 Aug 12, 2025	BUY	$55.15 - $68.11 $1,985 - $2,451	36 Added 8.13%	479 $32,000
Q4 2024 Jan 31, 2025	BUY	$65.08 - $73.72 $23,493 - $26,612	361 Added 440.24%	443 $29,000
Q3 2024 Oct 16, 2024	BUY	$59.5 - $67.14 $297 - $335	5 Added 6.49%	82 $5,000
Q2 2022 Jul 15, 2022	SELL	$43.28 - $52.54 $24,886 - $30,210	-575 Reduced 88.19%	77 $3,000
Q1 2022 Jul 14, 2022	BUY	$48.45 - $57.46 $31,589 - $37,463	652 New	652 $30,000
Q4 2021 Jan 21, 2022	SELL	$52.46 - $61.1 $2,623 - $3,055	-50 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$50.08 - $54.95 $2,504 - $2,747	50 New	50 $3,000

Others Institutions Holding XSMO

# of Institutions

246

Shares Held

18.4M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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Global Retirement Partners, LLC Invesco S&P Smallcap Momentum Transaction History