Us Advisors Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Us Advisors Wealth Management, LLC

  • $287 Million
  • Q1 2025

A detailed history of Us Advisors Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 82,665 shares of XSMO stock, worth $5.64 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
82,665
Previous 70,486 17.28%
Holding current value
$5.64 Million
Previous $4.66 Million 11.33%
% of portfolio
1.81%
Previous 1.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
$59.97 - $70.03 $730,374 - $852,895
12,179 Added 17.28%
82,665 $5.19 Million
Q4 2024

Jan 23, 2025
BUY
$65.08 - $73.72 $3.29 Million - $3.73 Million
50,535 Added 253.3%
70,486 $4.66 Million
Q3 2024

Nov 07, 2024
BUY
$59.5 - $67.14 $60,392 - $68,147
1,015 Added 5.36%
19,951 $1.31 Million
Q2 2024

Aug 06, 2024
BUY
$56.16 - $61.72 $70,817 - $77,828
1,261 Added 7.13%
18,936 $1.14 Million
Q1 2024

May 02, 2024
BUY
$54.33 - $60.32 $960,282 - $1.07 Million
17,675 New
17,675 $1.06 Million

Others Institutions Holding XSMO

# of Institutions
226
Shares Held
16.2M
Call Options Held
0
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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