A detailed history of Glass Jacobson Investment Advisors LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Glass Jacobson Investment Advisors LLC holds 877 shares of XSMO stock, worth $53,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares
877
Previous 1,219 28.06%
Holding current value
$53,505
Previous $80.7 Million 28.17%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
$65.08 - $73.72 $22,257 - $25,212
-342 Reduced 28.06%
877 $58 Million
Q3 2024

Nov 15, 2024

BUY
$59.5 - $67.14 $13,685 - $15,442
230 Added 23.26%
1,219 $80.7 Million
Q2 2024

Aug 12, 2024

BUY
$56.16 - $61.72 $1,965 - $2,160
35 Added 3.67%
989 $59.4 Million
Q1 2024

Apr 26, 2024

BUY
$54.33 - $60.32 $54 - $60
1 Added 0.1%
954 $57.5 Million
Q4 2023

Jan 22, 2024

BUY
$45.31 - $57.51 $43,180 - $54,807
953 New
953 $54 Million

Others Institutions Holding XSMO

About INVESCO S&P SMALLCAP MOMENTUM


  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Glass Jacobson Investment Advisors LLC Portfolio

Follow Glass Jacobson Investment Advisors 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 Glass Jacobson Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Glass Jacobson Investment Advisors LLC with notifications on news.