Creative One Wealth, LLC Invesco S&P Smallcap Momentum Transaction History

Creative One Wealth, LLC

  • $3.51 Billion
  • Q3 2025

A detailed history of Creative One Wealth, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Creative One Wealth, LLC holds 10,983 shares of XSMO stock, worth $779,024. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,983
Previous 10,985 0.02%
Holding current value
$779,024
Previous $747,000 8.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2025
SELL
$67.1 - $74.29 $134 - $148
-2 Reduced 0.02%
10,983 $808,000
Q2 2025

Aug 12, 2025
BUY
$55.15 - $68.11 $267,201 - $329,992
4,845 Added 78.91%
10,985 $747,000
Q1 2025

May 14, 2025
SELL
$59.97 - $70.03 $144,527 - $168,772
-2,410 Reduced 28.19%
6,140 $385,000
Q4 2024

Feb 13, 2025
BUY
$65.08 - $73.72 $1,236 - $1,400
19 Added 0.22%
8,550 $565,000
Q3 2024

Nov 13, 2024
BUY
$59.5 - $67.14 $507,594 - $572,771
8,531 New
8,531 $564,000

Others Institutions Holding XSMO

# of Institutions
267
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
Track This Portfolio

Track Creative One Wealth, LLC Portfolio

Follow Creative One Wealth, 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 Creative One Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Creative One Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email