Avantax Advisory Services, Inc. Invesco S&P Smallcap Momentum Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 40,426 shares of XSMO stock, worth $2.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

40,426

Previous 12,230 230.55%

Holding current value

$2.52 Million

Previous $809,000 230.28%

% of portfolio

0.02%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$65.08 - $73.72 $1.83 Million - $2.08 Million	28,196 Added 230.55%	40,426 $2.67 Million
Q3 2024 Nov 13, 2024	BUY	$59.5 - $67.14 $190,162 - $214,579	3,196 Added 35.38%	12,230 $809,000
Q2 2024 Aug 09, 2024	BUY	$56.16 - $61.72 $29,259 - $32,156	521 Added 6.12%	9,034 $542,000
Q1 2024 May 08, 2024	BUY	$54.33 - $60.32 $266,108 - $295,447	4,898 Added 135.49%	8,513 $513,000
Q4 2023 Feb 07, 2024	BUY	$45.31 - $57.51 $163,795 - $207,898	3,615 New	3,615 $204,000
Q1 2023 Apr 28, 2023	BUY	$43.9 - $50.56 $249,439 - $287,281	5,682 New	5,682 $263,000

Others Institutions Holding XSMO

# of Institutions

202

Shares Held

14.9M

Call Options Held

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Invesco S&P Smallcap Momentum Transaction History