J.W. Cole Advisors, Inc. Invesco S&P Smallcap Momentum Transaction History

J.W. Cole Advisors, Inc.

  • $2.42 Billion
  • Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 6,029 shares of XSMO stock, worth $409,549. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,029
Previous 5,689 5.98%
Holding current value
$409,549
Previous $376,000 5.85%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$65.08 - $73.72 $22,127 - $25,064
340 Added 5.98%
6,029 $398,000
Q3 2024

Oct 24, 2024
BUY
$59.5 - $67.14 $103,054 - $116,286
1,732 Added 43.77%
5,689 $376,000
Q2 2024

Aug 08, 2024
BUY
$56.16 - $61.72 $222,225 - $244,226
3,957 New
3,957 $237,000
Q1 2022

May 16, 2022
BUY
$48.45 - $57.46 $5.03 Million - $5.97 Million
103,871 New
103,871 $2,000

Others Institutions Holding XSMO

# of Institutions
197
Shares Held
12.6M
Call Options Held
0
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 J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. 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 J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email