Belpointe Asset Management LLC Invesco S&P Smallcap Momentum Transaction History

Belpointe Asset Management LLC

  • $2.9 Billion
  • Q4 2025

A detailed history of Belpointe Asset Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Belpointe Asset Management LLC holds 9,987 shares of XSMO stock, worth $708,377. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,987
Holding current value
$708,377
% of portfolio
0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 27, 2026
BUY
$70.77 - $74.04 $706,779 - $739,437
9,987 New
9,987 $708,000
Q4 2024

Feb 13, 2025
SELL
$65.08 - $73.72 $1.05 Million - $1.19 Million
-16,191 Reduced 42.83%
21,609 $1.43 Million
Q3 2024

Nov 12, 2024
BUY
$59.5 - $67.14 $1.06 Million - $1.2 Million
17,802 Added 89.02%
37,800 $2.5 Million
Q2 2024

Aug 02, 2024
BUY
$56.16 - $61.72 $1.12 Million - $1.23 Million
19,998 New
19,998 $1.2 Million
Q1 2023

May 15, 2023
BUY
$43.9 - $50.56 $1,317 - $1,516
30 Added 69.77%
73 $3,000
Q4 2022

Feb 08, 2023
BUY
$44.83 - $51.49 $1,927 - $2,214
43 New
43 $2,000

Others Institutions Holding XSMO

# of Institutions
269
Shares Held
19.5M
Call Options Held
3.1K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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