Gratus Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Gratus Wealth Advisors, LLC

  • $660 Billion
  • Q2 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 477,335 shares of XSMO stock, worth $32.6 Million. This represents 4.92% of its overall portfolio holdings.

Number of Shares
477,335
Previous 475,382 0.41%
Holding current value
$32.6 Million
Previous $29.8 Billion 8.84%
% of portfolio
4.92%
Previous 4.9%

Shares

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

Jul 22, 2025
BUY
$55.15 - $68.11 $107,707 - $133,018
1,953 Added 0.41%
477,335 $32.5 Billion
Q1 2025

May 06, 2025
BUY
$59.97 - $70.03 $28.5 Million - $33.3 Million
475,382 New
475,382 $29.8 Billion

Others Institutions Holding XSMO

# of Institutions
245
Shares Held
17.2M
Call Options Held
21.9K
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 Gratus Wealth Advisors, LLC Portfolio

Follow Gratus Wealth 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 Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email