Ep Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 3,468 shares of XSMO stock, worth $220,218. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,468

Holding current value

$220,218

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 13, 2025	BUY	$65.08 - $73.72 $225,697 - $255,660	3,468 New	3,468 $229,000

Others Institutions Holding XSMO

# of Institutions

204

Shares Held

15M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$114 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$85.1 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$66.6 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$65.5 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$52.5 Million
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

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Ep Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History