Perennial Investment Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Perennial Investment Advisors, LLC

  • $1.15 Billion
  • Q3 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 24,640 shares of XSMO stock, worth $1.75 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
24,640
Previous 21,947 12.27%
Holding current value
$1.75 Million
Previous $1.49 Million 21.45%
% of portfolio
0.16%
Previous 0.15%

Shares

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

Nov 12, 2025
BUY
$67.1 - $74.29 $180,700 - $200,062
2,693 Added 12.27%
24,640 $1.81 Million
Q2 2025

Aug 11, 2025
BUY
$55.15 - $68.11 $469,767 - $580,160
8,518 Added 63.43%
21,947 $1.49 Million
Q1 2025

May 15, 2025
BUY
$59.97 - $70.03 $805,337 - $940,432
13,429 New
13,429 $842,000

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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