Nbz Investment Advisors LLC Invesco S&P Smallcap Momentum Transaction History

Nbz Investment Advisors LLC

  • $176 Billion
  • Q2 2025

A detailed history of Nbz Investment Advisors LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Nbz Investment Advisors LLC holds 144,650 shares of XSMO stock, worth $10.5 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
144,650
Previous 140,234 3.15%
Holding current value
$10.5 Million
Previous $8.8 Billion 11.81%
% of portfolio
5.6%
Previous 5.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
BUY
$55.15 - $68.11 $243,542 - $300,773
4,416 Added 3.15%
144,650 $9.84 Billion
Q1 2025

May 09, 2025
BUY
$59.97 - $70.03 $1.74 Million - $2.03 Million
29,005 Added 26.08%
140,234 $8.8 Billion
Q4 2024

Feb 12, 2025
BUY
$65.08 - $73.72 $7.24 Million - $8.2 Million
111,229 New
111,229 $7.35 Billion

Others Institutions Holding XSMO

# of Institutions
244
Shares Held
18.4M
Call Options Held
21.9K
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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