A detailed history of Arbor Fi Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Arbor Fi Advisors, LLC holds 34,365 shares of XSMO stock, worth $2.44 Million. This represents 2.06% of its overall portfolio holdings.

Number of Shares
34,365
Previous 33,134 3.72%
Holding current value
$2.44 Million
Previous $2.25 Billion 12.18%
% of portfolio
2.06%
Previous 1.98%

Shares

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

Nov 03, 2025

BUY
$67.1 - $74.29 $82,600 - $91,450
1,231 Added 3.72%
34,365 $2.53 Billion
Q2 2025

Aug 04, 2025

BUY
$55.15 - $68.11 $1.83 Million - $2.26 Million
33,134 New
33,134 $2.25 Billion

Others Institutions Holding XSMO

About INVESCO S&P SMALLCAP MOMENTUM


  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Arbor Fi Advisors, LLC Portfolio

Follow Arbor Fi Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Arbor Fi Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Arbor Fi Advisors, LLC with notifications on news.