Institute For Wealth Management, Llc. Invesco S&P Smallcap Momentum Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 21,086 shares of XSMO stock, worth $1.5 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

21,086

Previous 21,443 1.66%

Holding current value

$1.5 Million

Previous $1.46 Million 6.38%

% of portfolio

0.17%

Previous 0.17%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$67.1 - $74.29 $23,954 - $26,521	-357 Reduced 1.66%	21,086 $1.55 Million
Q2 2025 Jul 18, 2025	BUY	$55.15 - $68.11 $2,757 - $3,405	50 Added 0.23%	21,443 $1.46 Million
Q4 2024 Jan 23, 2025	SELL	$65.08 - $73.72 $6,182 - $7,003	-95 Reduced 0.44%	21,393 $1.41 Million
Q3 2024 Nov 12, 2024	SELL	$59.5 - $67.14 $12,792 - $14,435	-215 Reduced 0.99%	21,488 $1.42 Million
Q2 2024 Jul 25, 2024	BUY	$56.16 - $61.72 $17,521 - $19,256	312 Added 1.46%	21,703 $1.3 Million

Q3 2022 Oct 18, 2022	BUY	$42.6 - $51.8 $17,593 - $21,393	413 Added 1.97%	21,391 $928,000
Q2 2022 Jul 25, 2022	SELL	$43.28 - $52.54 $1,082 - $1,313	-25 Reduced 0.12%	20,978 $921,000
Q1 2021 May 04, 2021	SELL	$47.37 - $56.12 $106,014 - $125,596	-2,238 Reduced 9.63%	21,003 $1.09 Million
Q4 2020 Feb 01, 2021	SELL	$39.72 - $48.63 $39,720 - $48,630	-1,000 Reduced 4.13%	23,241 $1.1 Million
Q2 2020 Jul 30, 2020	SELL	$26.56 - $38.21 $796 - $1,146	-30 Reduced 0.12%	24,241 $876,000
Q1 2020 Apr 29, 2020	SELL	$25.08 - $41.65 $18,634 - $30,945	-743 Reduced 2.97%	24,271 $711,000
Q4 2019 Feb 27, 2020	BUY	$36.39 - $39.62 $874,378 - $951,989	24,028 Added 2436.92%	25,014 $986,000
Q4 2019 Jan 27, 2020	SELL	$36.39 - $39.62 $874,378 - $951,989	-24,028 Reduced 96.06%	986 $986,000
Q4 2018 Feb 08, 2019	BUY	$28.65 - $39.03 $716,651 - $976,296	25,014 New	25,014 $772,000

Others Institutions Holding XSMO

# of Institutions

266

Shares Held

19.3M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Institute For Wealth Management, Llc. Invesco S&P Smallcap Momentum Transaction History