Sovran Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sovran Advisors, LLC holds 5,438 shares of XSMO stock, worth $375,058. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,438

Holding current value

$375,058

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$65.08 - $73.72 $353,905 - $400,889	5,438 New	5,438 $363 Million

Others Institutions Holding XSMO

# of Institutions

186

Shares Held

11.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$87.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$84.8 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$82.5 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$48.4 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$33.2 Million
0.3% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Sovran Advisors, LLC Invesco S&P Smallcap Momentum Transaction History