Sound Income Strategies, LLC Invesco S&P Smallcap Momentum Transaction History
Sound Income Strategies, LLC
- $1.76 Billion
 - Q3 2025
 
A detailed history of Sound Income Strategies, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sound Income Strategies, LLC holds 74,768 shares of XSMO stock, worth $5.44 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
74,768
              Previous 41,917
              
        
           78.37%
        
      
          
        Holding current value
$5.44 Million
            Previous $2.85 Million
            
        
           92.91%
        
      
          
        % of portfolio
0.31%
            Previous 0.17%
          
        Shares
	  3 transactions
	
  Others Institutions Holding XSMO
# of Institutions
246Shares Held
18.4MCall Options Held
3.1KPut Options Held
0- 
    
      Lpl Financial LLC Fort Mill, SC1.87MShares$136 Million0.04% of portfolio
 - 
    
      Advisor Group Holdings, Inc. Phoenix, AZ1.75MShares$127 Million0.23% of portfolio
 - 
    
      Envestnet Asset Management Inc1.58MShares$115 Million0.03% of portfolio
 - 
    
      Cetera Investment Advisers Schaumburg, IL1.28MShares$93 Million0.16% of portfolio
 - 
    
      Raymond James Financial Inc St. Petersburg, FL1.03MShares$75.2 Million0.03% of portfolio