Merit Financial Group, LLC Invesco S&P Smallcap Momentum Transaction History

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Merit Financial Group, LLC holds 27,215 shares of XSMO stock, worth $1.98 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,215
Previous 28,020 2.87%
Holding current value
$1.98 Million
Previous $1.91 Million 5.09%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$67.1 - $74.29 $54,015 - $59,803
-805 Reduced 2.87%
27,215 $2 Million
Q2 2025

Jul 22, 2025
BUY
$55.15 - $68.11 $78,754 - $97,261
1,428 Added 5.37%
28,020 $1.91 Million
Q1 2025

Apr 09, 2025
SELL
$59.97 - $70.03 $139,250 - $162,609
-2,322 Reduced 8.03%
26,592 $1.62 Million
Q4 2024

Jan 15, 2025
BUY
$65.08 - $73.72 $394,840 - $447,259
6,067 Added 26.55%
28,914 $1.91 Million
Q3 2024

Oct 17, 2024
SELL
$59.5 - $67.14 $466,182 - $526,041
-7,835 Reduced 25.54%
22,847 $1.51 Million
Q2 2024

Aug 13, 2024
SELL
$56.16 - $61.72 $29,652 - $32,588
-528 Reduced 1.69%
30,682 $1.84 Million
Q1 2024

May 06, 2024
BUY
$54.33 - $60.32 $353,470 - $392,441
6,506 Added 26.34%
31,210 $1.88 Million
Q4 2023

Feb 06, 2024
BUY
$45.31 - $57.51 $14,408 - $18,288
318 Added 1.3%
24,704 $1.4 Million
Q3 2023

Nov 07, 2023
SELL
$47.27 - $51.21 $177,877 - $192,703
-3,763 Reduced 13.37%
24,386 $1.18 Million
Q2 2023

Aug 01, 2023
SELL
$43.62 - $48.48 $7.73 Million - $8.59 Million
-177,132 Reduced 86.29%
28,149 $1.36 Million
Q1 2023

Apr 24, 2023
BUY
$43.9 - $50.56 $785,371 - $904,518
17,890 Added 9.55%
205,281 $9.51 Million
Q4 2022

Jan 13, 2023
BUY
$44.83 - $51.49 $8.4 Million - $9.65 Million
187,391 New
187,391 $0

Others Institutions Holding XSMO

# of Institutions
246
Shares Held
18.4M
Call Options Held
3.1K
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
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