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

J.W. Cole Advisors, Inc.

$5.04 Billion
Q3 2025

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 11,742 shares of XSMO stock, worth $832,860. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,742

Previous 9,625 21.99%

Holding current value

$832,860

Previous $654,000 31.96%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$67.1 - $74.29 $142,050 - $157,271	2,117 Added 21.99%	11,742 $863,000
Q2 2025 Aug 12, 2025	BUY	$55.15 - $68.11 $54,929 - $67,837	996 Added 11.54%	9,625 $654,000
Q1 2025 May 05, 2025	BUY	$59.97 - $70.03 $155,922 - $182,078	2,600 Added 43.12%	8,629 $541,000
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

267

Shares Held

19.3M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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