Wealth Alliance Invesco S&P Smallcap Momentum Transaction History

Wealth Alliance

$818 Million
Q3 2024

A detailed history of Wealth Alliance transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wealth Alliance holds 4,100 shares of XSMO stock, worth $272,896. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,100

Holding current value

$272,896

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 04, 2024	BUY	$59.5 - $67.14 $243,950 - $275,274	4,100 New	4,100 $271,000

Others Institutions Holding XSMO

# of Institutions

176

Shares Held

11.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$84.5 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$81.8 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$79.7 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.7 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$32 Million
0.3% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

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