Fiduciary Alliance LLC Invesco S&P Smallcap Momentum Transaction History

Fiduciary Alliance LLC

  • $1.49 Trillion
  • Q3 2025

A detailed history of Fiduciary Alliance LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Fiduciary Alliance LLC holds 62,037 shares of XSMO stock, worth $4.4 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
62,037
Previous 78,500 20.97%
Holding current value
$4.4 Million
Previous $5.34 Billion 14.52%
% of portfolio
0.31%
Previous 0.4%

Shares

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

Oct 08, 2025
SELL
$67.1 - $74.29 $1.1 Million - $1.22 Million
-16,463 Reduced 20.97%
62,037 $4.56 Billion
Q2 2025

Jul 09, 2025
BUY
$55.15 - $68.11 $717,942 - $886,655
13,018 Added 19.88%
78,500 $5.34 Billion
Q1 2025

Apr 09, 2025
BUY
$59.97 - $70.03 $2.01 Million - $2.35 Million
33,537 Added 104.98%
65,482 $4.11 Billion
Q4 2024

Jan 13, 2025
BUY
$65.08 - $73.72 $2.08 Million - $2.35 Million
31,945 New
31,945 $2.11 Billion

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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