Golden State Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 11,873 shares of XSMO stock, worth $842,151. This represents 0.1% of its overall portfolio holdings.

Number of Shares
11,873
Previous 11,131 6.67%
Holding current value
$842,151
Previous $757 Million 15.37%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 03, 2025
BUY
$67.1 - $74.29 $49,788 - $55,123
742 Added 6.67%
11,873 $874 Million
Q2 2025

Aug 06, 2025
BUY
$55.15 - $68.11 $83,772 - $103,459
1,519 Added 15.8%
11,131 $757 Million
Q1 2025

Apr 24, 2025
SELL
$59.97 - $70.03 $576,131 - $672,778
-9,607 Reduced 49.99%
9,612 $603 Million
Q1 2025

Apr 23, 2025
BUY
$59.97 - $70.03 $678,680 - $792,529
11,317 Added 143.22%
19,219 $1.21 Million
Q4 2024

Jan 28, 2025
BUY
$65.08 - $73.72 $514,262 - $582,535
7,902 New
7,902 $522 Million

Others Institutions Holding XSMO

# of Institutions
268
Shares Held
19.4M
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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