Lowery Thomas, LLC Invesco S&P Smallcap Momentum Transaction History

Lowery Thomas, LLC

$154 Million
Q2 2025

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 15,001 shares of XSMO stock, worth $1.03 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

15,001

Previous 16,180 7.29%

Holding current value

$1.03 Million

Previous $1.02 Million 0.49%

% of portfolio

0.66%

Previous 0.7%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 18, 2025	SELL	$55.15 - $68.11 $65,021 - $80,301	-1,179 Reduced 7.29%	15,001 $1.02 Million
Q1 2025 May 05, 2025	SELL	$59.97 - $70.03 $4,137 - $4,832	-69 Reduced 0.42%	16,180 $1.02 Million
Q4 2024 Feb 07, 2025	SELL	$65.08 - $73.72 $35,598 - $40,324	-547 Reduced 3.26%	16,249 $1.07 Million
Q3 2024 Nov 08, 2024	BUY	$59.5 - $67.14 $65,390 - $73,786	1,099 Added 7.0%	16,796 $1.11 Million
Q2 2024 Aug 02, 2024	BUY	$56.16 - $61.72 $64,134 - $70,484	1,142 Added 7.85%	15,697 $942,000
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

# of Institutions

234

Shares Held

16.4M

Call Options Held

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lowery Thomas, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lowery Thomas, LLC with notifications on news.

Account

Lowery Thomas, LLC Invesco S&P Smallcap Momentum Transaction History