Kingswood Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Kingswood Wealth Advisors, LLC

  • $1.65 Trillion
  • Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 26,848 shares of XSMO stock, worth $1.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
26,848
Previous 23,872 12.47%
Holding current value
$1.9 Million
Previous $1.62 Billion 21.64%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Oct 23, 2025
BUY
$67.1 - $74.29 $199,689 - $221,087
2,976 Added 12.47%
26,848 $1.98 Billion
Q2 2025

Jul 23, 2025
SELL
$55.15 - $68.11 $252,917 - $312,352
-4,586 Reduced 16.11%
23,872 $1.62 Billion
Q1 2025

Jul 25, 2025
BUY
$59.97 - $70.03 $275,022 - $321,157
4,586 Added 19.21%
28,458 $1.79 Billion
Q1 2025

Apr 21, 2025
BUY
$59.97 - $70.03 $655,172 - $765,077
10,925 Added 62.31%
28,458 $1.79 Billion
Q4 2024

Jan 22, 2025
BUY
$65.08 - $73.72 $1.14 Million - $1.29 Million
17,533 New
17,533 $1.16 Billion

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
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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