J.W. Cole Advisors, Inc. Invesco S&P Smallcap Momentum Transaction History

J.W. Cole Advisors, Inc.

$2.42 Billion
Q4 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 6,029 shares of XSMO stock, worth $367,829. This represents 0.02% of its overall portfolio holdings.

Number of Shares

6,029

Previous 5,689 5.98%

Holding current value

$367,829

Previous $376,000 5.85%

% of portfolio

0.02%

Previous 0.02%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$65.08 - $73.72 $22,127 - $25,064	340 Added 5.98%	6,029 $398,000
Q3 2024 Oct 24, 2024	BUY	$59.5 - $67.14 $103,054 - $116,286	1,732 Added 43.77%	5,689 $376,000
Q2 2024 Aug 08, 2024	BUY	$56.16 - $61.72 $222,225 - $244,226	3,957 New	3,957 $237,000
Q1 2022 May 16, 2022	BUY	$48.45 - $57.46 $5.03 Million - $5.97 Million	103,871 New	103,871 $2,000

Others Institutions Holding XSMO

# of Institutions

201

Shares Held

14.9M

Call Options Held

Put Options Held

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About INVESCO S&P SMALLCAP MOMENTUM

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J.W. Cole Advisors, Inc. Invesco S&P Smallcap Momentum Transaction History