Visionary Wealth Advisors Invesco S&P Smallcap Momentum Transaction History

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

A detailed history of Visionary Wealth Advisors transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Visionary Wealth Advisors holds 5,715 shares of XSMO stock, worth $391,077. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,715
Previous 64,679 91.16%
Holding current value
$391,077
Previous $4.28 Million 91.63%
% of portfolio
0.02%
Previous 0.26%

Shares

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

May 14, 2025
SELL
$59.97 - $70.03 $3.54 Million - $4.13 Million
-58,964 Reduced 91.16%
5,715 $358,000
Q4 2024

Feb 13, 2025
BUY
$65.08 - $73.72 $4.21 Million - $4.77 Million
64,679 New
64,679 $4.28 Million

Others Institutions Holding XSMO

# of Institutions
235
Shares Held
16.3M
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 Visionary Wealth Advisors Portfolio

Follow Visionary Wealth Advisors 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 Visionary Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email