Iht Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,585 shares of XSMO stock, worth $324,480. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,585

Previous 5,786 20.76%

Holding current value

$324,480

Previous $363,000 14.33%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$55.15 - $68.11 $66,235 - $81,800	-1,201 Reduced 20.76%	4,585 $311,000
Q1 2025 May 15, 2025	BUY	$59.97 - $70.03 $346,986 - $405,193	5,786 New	5,786 $363,000
Q2 2021 Aug 16, 2021	SELL	$47.53 - $56.13 $1.25 Million - $1.48 Million	-26,310 Closed	0 $0
Q1 2021 May 18, 2021	BUY	$47.37 - $56.12 $960,758 - $1.14 Million	20,282 Added 336.46%	26,310 $1.37 Million
Q4 2020 Feb 17, 2021	SELL	$39.72 - $48.63 $835,907 - $1.02 Million	-21,045 Reduced 77.73%	6,028 $246,000
Q3 2020 Nov 19, 2020	BUY	$35.66 - $41.6 $42,114 - $49,129	1,181 Added 4.56%	27,073 $1.08 Million
Q2 2020 Aug 14, 2020	BUY	$26.56 - $38.21 $53,890 - $77,528	2,029 Added 8.5%	25,892 $936,000
Q1 2020 May 13, 2020	BUY	$25.08 - $41.65 $598,484 - $993,893	23,863 New	23,863 $699,000

Others Institutions Holding XSMO

# of Institutions

244

Shares Held

18.4M

Call Options Held

21.9K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

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Iht Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History