A detailed history of Lowery Thomas, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Lowery Thomas, LLC holds 14,555 shares of XSMO stock, worth $875,919. This represents 0.67% of its overall portfolio holdings.

Number of Shares
14,555
Previous 13,197 10.29%
Holding current value
$875,919
Previous $747,000 17.4%
% of portfolio
0.67%
Previous 0.64%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024

BUY
$54.33 - $60.32 $73,780 - $81,914
1,358 Added 10.29%
14,555 $877,000
Q4 2023

Feb 05, 2024

BUY
$45.31 - $57.51 $1,359 - $1,725
30 Added 0.23%
13,197 $747,000
Q3 2023

Nov 01, 2023

SELL
$47.27 - $51.21 $19,333 - $20,944
-409 Reduced 3.01%
13,167 $638,000
Q2 2023

Jul 31, 2023

SELL
$43.62 - $48.48 $17,448 - $19,392
-400 Reduced 2.86%
13,576 $658,000
Q1 2023

May 04, 2023

BUY
$43.9 - $50.56 $613,546 - $706,626
13,976 New
13,976 $647,000

Others Institutions Holding XSMO

About INVESCO S&P SMALLCAP MOMENTUM


  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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