Optimum Investment Advisors Invesco S&P Smallcap Momentum Transaction History

Optimum Investment Advisors

$207 Million
Q1 2025

A detailed history of Optimum Investment Advisors transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Optimum Investment Advisors holds 253 shares of XSMO stock, worth $15,627. This represents 0.01% of its overall portfolio holdings.

Number of Shares

253

Holding current value

$15,627

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 30, 2025	BUY	$59.97 - $70.03 $15,172 - $17,717	253 New	253 $15,000

Others Institutions Holding XSMO

# of Institutions

206

Shares Held

15.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$111 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.52M
Shares

$93.7 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$64.8 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$63.8 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$51.1 Million
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Optimum Investment Advisors Invesco S&P Smallcap Momentum Transaction History