Calton & Associates, Inc. Invesco S&P Smallcap Momentum Transaction History

Calton & Associates, Inc.

  • $622 Million
  • Q3 2025

A detailed history of Calton & Associates, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Calton & Associates, Inc. holds 7,499 shares of XSMO stock, worth $531,904. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,499
Previous 7,661 2.11%
Holding current value
$531,904
Previous $521,000 5.76%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 07, 2025
SELL
$67.1 - $74.29 $10,870 - $12,034
-162 Reduced 2.11%
7,499 $551,000
Q2 2025

Aug 12, 2025
BUY
$55.15 - $68.11 $1,764 - $2,179
32 Added 0.42%
7,661 $521,000
Q1 2025

May 15, 2025
BUY
$59.97 - $70.03 $297,271 - $347,138
4,957 Added 185.52%
7,629 $478,000
Q1 2025

May 05, 2025
BUY
$59.97 - $70.03 $160,239 - $187,120
2,672 New
2,672 $167,000

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

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