New Insight Wealth Advisors Invesco S&P Smallcap Momentum Transaction History

New Insight Wealth Advisors

$266 Billion
Q3 2025

A detailed history of New Insight Wealth Advisors transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, New Insight Wealth Advisors holds 27,935 shares of XSMO stock, worth $1.98 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

27,935

Previous 27,812 0.44%

Holding current value

$1.98 Million

Previous $1.89 Billion 8.64%

% of portfolio

0.77%

Previous 0.78%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$67.1 - $74.29 $8,253 - $9,137	123 Added 0.44%	27,935 $2.06 Billion
Q2 2025 Jul 16, 2025	SELL	$55.15 - $68.11 $12,022 - $14,847	-218 Reduced 0.78%	27,812 $1.89 Billion
Q1 2025 Apr 30, 2025	BUY	$59.97 - $70.03 $558,860 - $652,609	9,319 Added 49.8%	28,030 $1.76 Billion
Q4 2024 Feb 07, 2025	BUY	$65.08 - $73.72 $937,737 - $1.06 Million	14,409 Added 334.94%	18,711 $1.24 Billion
Q3 2024 Nov 13, 2024	BUY	$59.5 - $67.14 $255,969 - $288,836	4,302 New	4,302 $285 Million

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
Sector ETFs
Industry ETFs

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New Insight Wealth Advisors Invesco S&P Smallcap Momentum Transaction History