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

Merriman Wealth Management, LLC

$2.3 Billion
Q4 2024

A detailed history of Merriman Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 12,089 shares of XSMO stock, worth $827,250. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,089

Previous 12,916 6.4%

Holding current value

$827,250

Previous $854,000 6.44%

% of portfolio

0.03%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$65.08 - $73.72 $53,821 - $60,966	-827 Reduced 6.4%	12,089 $799,000
Q3 2024 Nov 12, 2024	SELL	$59.5 - $67.14 $89,309 - $100,777	-1,501 Reduced 10.41%	12,916 $854,000
Q2 2024 Aug 13, 2024	SELL	$56.16 - $61.72 $16,230 - $17,837	-289 Reduced 1.97%	14,417 $865,000
Q1 2024 May 14, 2024	SELL	$54.33 - $60.32 $33,249 - $36,915	-612 Reduced 4.0%	14,706 $887,000
Q4 2023 Feb 13, 2024	BUY	$45.31 - $57.51 $694,058 - $880,938	15,318 New	15,318 $867,000

Others Institutions Holding XSMO

# of Institutions

204

Shares Held

14.5M

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 Merriman Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merriman Wealth Management, LLC with notifications on news.

Account

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