Wealth Enhancement Advisory Services, LLC Invesco S&P Smallcap Momentum Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 299,125 shares of XSMO stock, worth $18.5 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

299,125

Previous 237,115 26.15%

Holding current value

$18.5 Million

Previous $15.7 Million 19.74%

% of portfolio

0.04%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$59.97 - $70.03 $3.72 Million - $4.34 Million	62,010 Added 26.15%	299,125 $18.8 Million
Q4 2024 Mar 17, 2025	BUY	$65.08 - $73.72 $1.81 Million - $2.05 Million	27,828 Added 13.3%	237,115 $15.7 Million
Q4 2024 Jan 10, 2025	SELL	$65.08 - $73.72 $2,017 - $2,285	-31 Reduced 0.01%	209,287 $13.8 Million
Q3 2024 Oct 23, 2024	BUY	$59.5 - $67.14 $748,569 - $844,688	12,581 Added 6.39%	209,318 $13.9 Million
Q2 2024 Jul 16, 2024	BUY	$56.16 - $61.72 $1.43 Million - $1.57 Million	25,515 Added 14.9%	196,737 $11.8 Million
Q1 2024 Apr 15, 2024	SELL	$54.33 - $60.32 $333,260 - $370,002	-6,134 Reduced 3.46%	171,222 $10.3 Million
Q4 2023 Jan 30, 2024	BUY	$45.31 - $57.51 $1.19 Million - $1.51 Million	26,191 Added 17.33%	177,356 $10 Million
Q3 2023 Nov 13, 2023	BUY	$47.27 - $51.21 $1.57 Million - $1.7 Million	33,251 Added 28.2%	151,165 $7.33 Million
Q2 2023 Jul 21, 2023	SELL	$43.62 - $48.48 $221,197 - $245,842	-5,071 Reduced 4.12%	117,914 $5.72 Million
Q1 2023 Apr 25, 2023	SELL	$43.9 - $50.56 $819,217 - $943,500	-18,661 Reduced 13.17%	122,985 $5.7 Million
Q4 2022 Feb 01, 2023	BUY	$44.83 - $51.49 $258,175 - $296,530	5,759 Added 4.24%	141,646 $6.68 Million
Q3 2022 Oct 17, 2022	BUY	$42.6 - $51.8 $159,835 - $194,353	3,752 Added 2.84%	135,887 $6.16 Million
Q2 2022 Jul 18, 2022	BUY	$43.28 - $52.54 $810,331 - $983,706	18,723 Added 16.51%	132,135 $5.86 Million
Q1 2022 Apr 18, 2022	BUY	$48.45 - $57.46 $350,971 - $416,240	7,244 Added 6.82%	113,412 $5.88 Million
Q4 2021 Feb 08, 2022	BUY	$52.46 - $61.1 $192,790 - $224,542	3,675 Added 3.59%	106,168 $5.39 Million
Q3 2021 Nov 03, 2021	BUY	$50.08 - $54.95 $364,832 - $400,310	7,285 Added 7.65%	102,493 $5.74 Million
Q2 2021 Aug 10, 2021	BUY	$47.53 - $56.13 $148,246 - $175,069	3,119 Added 3.39%	95,208 $4.84 Million
Q1 2021 May 12, 2021	BUY	$47.37 - $56.12 $4.36 Million - $5.17 Million	92,089 New	92,089 $4.85 Million

Others Institutions Holding XSMO

# of Institutions

206

Shares Held

15.2M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Wealth Enhancement Advisory Services, LLC Invesco S&P Smallcap Momentum Transaction History