New Insight Wealth Advisors Invesco S&P Smallcap Momentum Transaction History

New Insight Wealth Advisors

  • $266 Billion
  • Q3 2025

A detailed history of New Insight Wealth Advisors transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, New Insight Wealth Advisors holds 27,935 shares of XSMO stock, worth $2.03 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
27,935
Previous 27,812 0.44%
Holding current value
$2.03 Million
Previous $1.89 Billion 8.64%
% of portfolio
0.77%
Previous 0.78%

Shares

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

Oct 29, 2025
BUY
$67.1 - $74.29 $8,253 - $9,137
123 Added 0.44%
27,935 $2.06 Billion
Q2 2025

Jul 16, 2025
SELL
$55.15 - $68.11 $12,022 - $14,847
-218 Reduced 0.78%
27,812 $1.89 Billion
Q1 2025

Apr 30, 2025
BUY
$59.97 - $70.03 $558,860 - $652,609
9,319 Added 49.8%
28,030 $1.76 Billion
Q4 2024

Feb 07, 2025
BUY
$65.08 - $73.72 $937,737 - $1.06 Million
14,409 Added 334.94%
18,711 $1.24 Billion
Q3 2024

Nov 13, 2024
BUY
$59.5 - $67.14 $255,969 - $288,836
4,302 New
4,302 $285 Million

Others Institutions Holding XSMO

# of Institutions
245
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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