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

Us Advisors Wealth Management, LLC

$269 Million
Q2 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 89,516 shares of XSMO stock, worth $6.12 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

89,516

Previous 82,665 8.29%

Holding current value

$6.12 Million

Previous $5.19 Million 17.29%

% of portfolio

2.26%

Previous 1.81%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$55.15 - $68.11 $377,832 - $466,621	6,851 Added 8.29%	89,516 $6.08 Million
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

241

Shares Held

18M

Call Options Held

21.9K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

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