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

Paragon Private Wealth Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Paragon Private Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 33,429 shares of XSMO stock, worth $2.37 Million. This represents 0.87% of its overall portfolio holdings.

Number of Shares
33,429
Previous 30,698 8.9%
Holding current value
$2.37 Million
Previous $2.09 Million 17.77%
% of portfolio
0.87%
Previous 0.88%

Shares

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

Nov 03, 2025
BUY
$67.1 - $74.29 $183,250 - $202,885
2,731 Added 8.9%
33,429 $2.46 Million
Q2 2025

Aug 14, 2025
BUY
$55.15 - $68.11 $756,382 - $934,128
13,715 Added 80.76%
30,698 $2.09 Million
Q1 2025

May 15, 2025
BUY
$59.97 - $70.03 $1.02 Million - $1.19 Million
16,983 New
16,983 $1.07 Million

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
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