Congress Wealth Management LLC Invesco S&P Smallcap Momentum Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Congress Wealth Management LLC holds 38,524 shares of XSMO stock, worth $2.73 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
38,524
Previous 37,069 3.93%
Holding current value
$2.73 Million
Previous $2.33 Million 12.64%
% of portfolio
0.03%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$55.15 - $68.11 $80,243 - $99,100
1,455 Added 3.93%
38,524 $2.62 Million
Q1 2025

May 14, 2025
BUY
$59.97 - $70.03 $2.22 Million - $2.6 Million
37,069 New
37,069 $2.33 Million

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
  • Sector ETFs
  • Industry ETFs
More about XSMO
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