Peterson Wealth Services Invesco S&P Smallcap Momentum Transaction History

Peterson Wealth Services

$321 Million
Q1 2025

A detailed history of Peterson Wealth Services transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Peterson Wealth Services holds 6,690 shares of XSMO stock, worth $413,241. This represents 0.13% of its overall portfolio holdings.

Number of Shares

6,690

Holding current value

$413,241

% of portfolio

0.13%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 05, 2025	BUY	$59.97 - $70.03 $401,199 - $468,500	6,690 New	6,690 $419,000

Others Institutions Holding XSMO

# of Institutions

220

Shares Held

15.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.77M
Shares

$110 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.61M
Shares

$99.7 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.52M
Shares

$93.7 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.18M
Shares

$72.6 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

568K
Shares

$35.1 Million
0.01% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
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Peterson Wealth Services Invesco S&P Smallcap Momentum Transaction History