James Investment Research Inc Invesco S&P Smallcap Momentum Transaction History

James Investment Research Inc

  • $882 Million
  • Q3 2025

A detailed history of James Investment Research Inc transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, James Investment Research Inc holds 12,832 shares of XSMO stock, worth $910,173. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,832
Previous 11,139 15.2%
Holding current value
$910,173
Previous $757,000 24.7%
% of portfolio
0.11%
Previous 0.09%

Shares

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

Oct 31, 2025
BUY
$67.1 - $74.29 $113,600 - $125,772
1,693 Added 15.2%
12,832 $944,000
Q2 2025

Aug 01, 2025
BUY
$55.15 - $68.11 $47,815 - $59,051
867 Added 8.44%
11,139 $757,000
Q1 2025

May 02, 2025
BUY
$59.97 - $70.03 $109,385 - $127,734
1,824 Added 21.59%
10,272 $644,000
Q4 2024

Jan 30, 2025
BUY
$65.08 - $73.72 $102,956 - $116,625
1,582 Added 23.04%
8,448 $558,000
Q3 2024

Oct 29, 2024
BUY
$59.5 - $67.14 $408,527 - $460,983
6,866 New
6,866 $454,000

Others Institutions Holding XSMO

# of Institutions
266
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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