Valley National Advisers Inc Invesco S&P Smallcap Momentum Transaction History

Valley National Advisers Inc

  • $613 Million
  • Q2 2025

A detailed history of Valley National Advisers Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Valley National Advisers Inc holds 2,539 shares of XSMO stock, worth $174,810. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,539
Previous 3,198 20.61%
Holding current value
$174,810
Previous $200,000 14.0%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
SELL
$55.15 - $68.11 $36,343 - $44,884
-659 Reduced 20.61%
2,539 $172,000
Q1 2025

Apr 25, 2025
SELL
$59.97 - $70.03 $110,944 - $129,555
-1,850 Reduced 36.65%
3,198 $200,000
Q4 2024

Jan 24, 2025
BUY
$65.08 - $73.72 $10,542 - $11,942
162 Added 3.32%
5,048 $333,000
Q3 2024

Oct 24, 2024
BUY
$59.5 - $67.14 $50,991 - $57,538
857 Added 21.27%
4,886 $323,000
Q1 2024

Apr 19, 2024
BUY
$54.33 - $60.32 $114,418 - $127,033
2,106 Added 109.52%
4,029 $243,000
Q4 2023

Jan 25, 2024
BUY
$45.31 - $57.51 $87,131 - $110,591
1,923 New
1,923 $108,000

Others Institutions Holding XSMO

# of Institutions
232
Shares Held
16.4M
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
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email