Wealth Alliance Invesco S&P Smallcap Momentum Transaction History

Wealth Alliance

  • $799 Million
  • Q1 2025

A detailed history of Wealth Alliance transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wealth Alliance holds 4,252 shares of XSMO stock, worth $279,611. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,252
Previous 6,883 38.22%
Holding current value
$279,611
Previous $455,000 41.54%
% of portfolio
0.03%
Previous 0.06%

Shares

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

May 05, 2025
SELL
$59.97 - $70.03 $157,781 - $184,248
-2,631 Reduced 38.22%
4,252 $266,000
Q4 2024

Feb 03, 2025
BUY
$65.08 - $73.72 $181,117 - $205,162
2,783 Added 67.88%
6,883 $455,000
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
218
Shares Held
15.9M
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
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