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

Gratus Wealth Advisors, LLC

  • $710 Billion
  • Q3 2025

A detailed history of Gratus Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 486,777 shares of XSMO stock, worth $34.5 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
486,777
Previous 477,335 1.98%
Holding current value
$34.5 Million
Previous $32.5 Billion 10.3%
% of portfolio
5.04%
Previous 4.92%

Shares

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

Oct 28, 2025
BUY
$67.1 - $74.29 $633,558 - $701,446
9,442 Added 1.98%
486,777 $35.8 Billion
Q2 2025

Jul 22, 2025
BUY
$55.15 - $68.11 $107,707 - $133,018
1,953 Added 0.41%
477,335 $32.5 Billion
Q1 2025

May 06, 2025
BUY
$59.97 - $70.03 $28.5 Million - $33.3 Million
475,382 New
475,382 $29.8 Billion

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
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