Mutual Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Mutual Advisors, LLC

  • $4.2 Billion
  • Q3 2025

A detailed history of Mutual Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Mutual Advisors, LLC holds 4,819 shares of XSMO stock, worth $341,811. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,819
Previous 4,290 12.33%
Holding current value
$341,811
Previous $291,000 21.65%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$67.1 - $74.29 $35,495 - $39,299
529 Added 12.33%
4,819 $354,000
Q2 2025

Jul 28, 2025
BUY
$55.15 - $68.11 $26,085 - $32,216
473 Added 12.39%
4,290 $291,000
Q1 2025

Apr 28, 2025
SELL
$59.97 - $70.03 $153,163 - $178,856
-2,554 Reduced 40.09%
3,817 $239,000
Q4 2024

Jan 17, 2025
BUY
$65.08 - $73.72 $183,981 - $208,406
2,827 Added 79.77%
6,371 $421,000
Q3 2024

Oct 25, 2024
BUY
$59.5 - $67.14 $210,868 - $237,944
3,544 New
3,544 $234,000

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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