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

Wagner Wealth Management, LLC

$253 Million
Q1 2024

A detailed history of Wagner Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wagner Wealth Management, LLC holds 60 shares of XSMO stock, worth $3,610. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,610

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 23, 2024	BUY	$54.33 - $60.32 $3,259 - $3,619	60 New	60 $3,000

Others Institutions Holding XSMO

# of Institutions

Shares Held

4.15M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

903K
Shares

$54.3 Million
0.03% of portfolio
Steward Partners Investment Advisory, LLC

408K
Shares

$24.5 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

293K
Shares

$17.7 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

200K
Shares

$12 Million
0.55% of portfolio
Morgan Stanley New York, NY

186K
Shares

$11.2 Million
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

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