Independent Advisor Alliance Invesco S&P Smallcap Momentum Transaction History

Independent Advisor Alliance

  • $3.71 Billion
  • Q3 2025

A detailed history of Independent Advisor Alliance transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Independent Advisor Alliance holds 10,112 shares of XSMO stock, worth $717,244. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,112
Previous 8,496 19.02%
Holding current value
$717,244
Previous $577,000 28.77%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2025
BUY
$67.1 - $74.29 $108,433 - $120,052
1,616 Added 19.02%
10,112 $743,000
Q2 2025

Aug 11, 2025
BUY
$55.15 - $68.11 $263,727 - $325,702
4,782 Added 128.76%
8,496 $577,000
Q1 2025

May 12, 2025
SELL
$59.97 - $70.03 $2.22 Million - $2.6 Million
-37,062 Reduced 90.89%
3,714 $233,000
Q4 2024

Feb 07, 2025
BUY
$65.08 - $73.72 $2.65 Million - $3.01 Million
40,776 New
40,776 $2.7 Million

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
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  • Sector ETFs
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More about XSMO
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