A detailed history of Ifg Advisory, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Ifg Advisory, LLC holds 8,142 shares of XSMO stock, worth $577,512. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,142
Previous 5,231 55.65%
Holding current value
$577,512
Previous $355,000 68.73%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 12, 2025

BUY
$67.1 - $74.29 $195,328 - $216,258
2,911 Added 55.65%
8,142 $599,000
Q2 2025

Aug 04, 2025

SELL
$55.15 - $68.11 $1.5 Million - $1.85 Million
-27,139 Reduced 83.84%
5,231 $355,000
Q1 2025

May 08, 2025

BUY
$59.97 - $70.03 $611,993 - $714,656
10,205 Added 46.04%
32,370 $2.03 Million
Q4 2024

Feb 14, 2025

BUY
$65.08 - $73.72 $8,135 - $9,215
125 Added 0.57%
22,165 $1.47 Million
Q3 2024

Oct 30, 2024

BUY
$59.5 - $67.14 $1.31 Million - $1.48 Million
22,040 New
22,040 $1.46 Million

Others Institutions Holding XSMO

About INVESCO S&P SMALLCAP MOMENTUM


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

Track Ifg Advisory, LLC Portfolio

Follow Ifg Advisory, 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 Ifg Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ifg Advisory, LLC with notifications on news.