Mgb Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Mgb Wealth Management, LLC

  • $354 Billion
  • Q3 2025

A detailed history of Mgb Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Mgb Wealth Management, LLC holds 404 shares of XSMO stock, worth $28,655. This represents 0.01% of its overall portfolio holdings.

Number of Shares
404
Previous 403 0.25%
Holding current value
$28,655
Previous $27.4 Million 8.34%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2025
BUY
$67.1 - $74.29 $67 - $74
1 Added 0.25%
404 $29.7 Million
Q1 2025

May 09, 2025
BUY
$59.97 - $70.03 $119 - $140
2 Added 0.5%
403 $25.3 Million
Q4 2024

Jan 29, 2025
BUY
$65.08 - $73.72 $13,081 - $14,817
201 Added 100.5%
401 $26.5 Million
Q3 2024

Nov 12, 2024
BUY
$59.5 - $67.14 $11,900 - $13,428
200 New
200 $13.3 Million

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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