Aldebaran Financial Inc. Invesco S&P Smallcap Momentum Transaction History

Aldebaran Financial Inc.

  • $99.1 Million
  • Q3 2025

A detailed history of Aldebaran Financial Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Aldebaran Financial Inc. holds 12,595 shares of XSMO stock, worth $893,363. This represents 0.93% of its overall portfolio holdings.

Number of Shares
12,595
Previous 10,685 17.88%
Holding current value
$893,363
Previous $726,000 27.55%
% of portfolio
0.93%
Previous 0.81%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
BUY
$67.1 - $74.29 $128,160 - $141,893
1,910 Added 17.88%
12,595 $926,000
Q2 2025

Aug 14, 2025
SELL
$55.15 - $68.11 $10,202 - $12,600
-185 Reduced 1.7%
10,685 $726,000
Q1 2025

May 08, 2025
BUY
$59.97 - $70.03 $65,667 - $76,682
1,095 Added 11.2%
10,870 $682,000
Q4 2024

Feb 14, 2025
BUY
$65.08 - $73.72 $127,817 - $144,786
1,964 Added 25.14%
9,775 $646,000
Q3 2024

Nov 21, 2024
BUY
$59.5 - $67.14 $464,754 - $524,430
7,811 New
7,811 $517,000

Others Institutions Holding XSMO

# of Institutions
266
Shares Held
19.3M
Call Options Held
3.1K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

XSMO Quotes by TradingView
  • Ticker XSMO
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More about XSMO
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