Pensionmark Financial Group, LLC Invesco S&P Smallcap Momentum Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,452 shares of XSMO stock, worth $244,850. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,452
Previous 3,391 1.8%
Holding current value
$244,850
Previous $230,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2025
BUY
$67.1 - $74.29 $4,093 - $4,531
61 Added 1.8%
3,452 $253,000
Q2 2025

Aug 04, 2025
SELL
$55.15 - $68.11 $3,805 - $4,699
-69 Reduced 1.99%
3,391 $230,000
Q1 2025

Apr 29, 2025
BUY
$59.97 - $70.03 $207,496 - $242,303
3,460 New
3,460 $217,000
Q3 2024

Nov 14, 2024
BUY
$59.5 - $67.14 $763,444 - $861,473
12,831 New
12,831 $849,000

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
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More about XSMO
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