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

Iht Wealth Management, LLC

  • $3.68 Billion
  • Q3 2025

A detailed history of Iht Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,329 shares of XSMO stock, worth $661,705. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,329
Previous 4,585 103.47%
Holding current value
$661,705
Previous $311,000 120.58%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$67.1 - $74.29 $318,322 - $352,431
4,744 Added 103.47%
9,329 $686,000
Q2 2025

Aug 14, 2025
SELL
$55.15 - $68.11 $66,235 - $81,800
-1,201 Reduced 20.76%
4,585 $311,000
Q1 2025

May 15, 2025
BUY
$59.97 - $70.03 $346,986 - $405,193
5,786 New
5,786 $363,000
Q2 2021

Aug 16, 2021
SELL
$47.53 - $56.13 $1.25 Million - $1.48 Million
-26,310 Closed
0 $0
Q1 2021

May 18, 2021
BUY
$47.37 - $56.12 $960,758 - $1.14 Million
20,282 Added 336.46%
26,310 $1.37 Million
Q4 2020

Feb 17, 2021
SELL
$39.72 - $48.63 $835,907 - $1.02 Million
-21,045 Reduced 77.73%
6,028 $246,000
Q3 2020

Nov 19, 2020
BUY
$35.66 - $41.6 $42,114 - $49,129
1,181 Added 4.56%
27,073 $1.08 Million
Q2 2020

Aug 14, 2020
BUY
$26.56 - $38.21 $53,890 - $77,528
2,029 Added 8.5%
25,892 $936,000
Q1 2020

May 13, 2020
BUY
$25.08 - $41.65 $598,484 - $993,893
23,863 New
23,863 $699,000

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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