Mascagni Wealth Management, Inc. Invesco S&P Smallcap Momentum Transaction History

Mascagni Wealth Management, Inc.

$129 Billion
Q3 2025

A detailed history of Mascagni Wealth Management, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Mascagni Wealth Management, Inc. holds 28,177 shares of XSMO stock, worth $2 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares

28,177

Previous 20,303 38.78%

Holding current value

$2 Million

Previous $1.38 Billion 50.11%

% of portfolio

1.6%

Previous 1.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$67.1 - $74.29 $528,345 - $584,959	7,874 Added 38.78%	28,177 $2.07 Billion
Q2 2025 Aug 06, 2025	BUY	$55.15 - $68.11 $94,582 - $116,808	1,715 Added 9.23%	20,303 $1.38 Billion
Q1 2025 Apr 22, 2025	BUY	$59.97 - $70.03 $40,719 - $47,550	679 Added 3.79%	18,588 $1.17 Billion
Q1 2025 Apr 22, 2025	SELL	$59.97 - $70.03 $40,719 - $47,550	-679 Reduced 3.65%	17,909 $1.12 Million
Q4 2024 Apr 22, 2025	BUY	$65.08 - $73.72 $44,189 - $50,055	679 Added 3.79%	18,588 $1.23 Million

Q4 2024 Mar 21, 2025	BUY	$65.08 - $73.72 $1.17 Million - $1.32 Million	17,909 New	17,909 $1.18 Billion

Others Institutions Holding XSMO

# of Institutions

266

Shares Held

19.3M

Call Options Held

3.1K

Put Options Held

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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Mascagni Wealth Management, Inc. Invesco S&P Smallcap Momentum Transaction History