Marshall Investment Management, LLC Invesco S&P Smallcap Momentum Transaction History

Marshall Investment Management, LLC

  • $189 Billion
  • Q3 2025

A detailed history of Marshall Investment Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Marshall Investment Management, LLC holds 28,625 shares of XSMO stock, worth $2.03 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
28,625
Holding current value
$2.03 Million
% of portfolio
1.11%

Shares

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

Nov 13, 2025
BUY
$67.1 - $74.29 $1.92 Million - $2.13 Million
28,625 New
28,625 $2.11 Billion
Q1 2025

May 07, 2025
SELL
$59.97 - $70.03 $139,130 - $162,469
-2,320 Reduced 6.9%
31,289 $1.96 Billion
Q4 2024

Feb 03, 2025
BUY
$65.08 - $73.72 $2.19 Million - $2.48 Million
33,609 New
33,609 $2.22 Billion

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
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
Track This Portfolio

Track Marshall Investment Management, LLC Portfolio

Follow Marshall Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Marshall Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email