Guerra Advisors Inc Invesco S&P Smallcap Momentum Transaction History

Guerra Advisors Inc

$180 Billion
Q4 2024

A detailed history of Guerra Advisors Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Guerra Advisors Inc holds 74,548 shares of XSMO stock, worth $5.11 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares

74,548

Holding current value

$5.11 Million

% of portfolio

2.73%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$65.08 - $73.72 $4.85 Million - $5.5 Million	74,548 New	74,548 $4.93 Billion

Others Institutions Holding XSMO

# of Institutions

204

Shares Held

14.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$123 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$91.8 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$71.8 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$70.7 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$56.6 Million
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
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Guerra Advisors Inc Invesco S&P Smallcap Momentum Transaction History