Ifp Advisors, Inc Invesco S&P Smallcap Momentum Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ifp Advisors, Inc holds 7,033 shares of XSMO stock, worth $502,156. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,033

Holding current value

$502,156

% of portfolio

0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$55.15 - $68.11 $387,869 - $479,017	7,033 New	7,033 $478,000
Q4 2024 Feb 04, 2025	SELL	$65.08 - $73.72 $26,032 - $29,488	-400 Closed	0 $0
Q3 2024 Feb 04, 2025	BUY	$59.5 - $67.14 $23,800 - $26,856	400 New	400 $26,000
Q2 2022 Sep 06, 2022	BUY	$43.28 - $52.54 $40,942 - $49,702	946 New	946 $34,000
Q2 2022 Aug 12, 2022	SELL	$43.28 - $52.54 $40,942 - $49,702	-946 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$48.45 - $57.46 $22,916 - $27,178	473 Added 100.0%	946 $49,000
Q1 2022 Aug 08, 2022	BUY	$48.45 - $57.46 $22,916 - $27,178	473 New	473 $24,000

Others Institutions Holding XSMO

# of Institutions

250

Shares Held

18.5M

Call Options Held

3.1K

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.87M
Shares

$133 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.75M
Shares

$125 Million
0.23% of portfolio
Envestnet Asset Management Inc

1.62M
Shares

$115 Million
0.04% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.28M
Shares

$91.3 Million
0.16% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.03M
Shares

$73.8 Million
0.03% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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