Unique Wealth, LLC Invesco S&P Smallcap Momentum Transaction History

Unique Wealth, LLC

  • $682 Billion
  • Q3 2025

A detailed history of Unique Wealth, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Unique Wealth, LLC holds 11,312 shares of XSMO stock, worth $802,360. This represents 0.12% of its overall portfolio holdings.

Number of Shares
11,312
Previous 8,265 36.87%
Holding current value
$802,360
Previous $562 Million 48.03%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Oct 21, 2025
BUY
$67.1 - $74.29 $204,453 - $226,361
3,047 Added 36.87%
11,312 $832 Million
Q2 2025

Jul 22, 2025
BUY
$55.15 - $68.11 $206,647 - $255,208
3,747 Added 82.93%
8,265 $562 Million
Q1 2025

Apr 11, 2025
BUY
$59.97 - $70.03 $270,944 - $316,395
4,518 New
4,518 $284 Million

Others Institutions Holding XSMO

# of Institutions
267
Shares Held
19.3M
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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