Principal Securities, Inc. Invesco S&P Smallcap Momentum Transaction History

Principal Securities, Inc.

$6.07 Trillion
Q3 2025

A detailed history of Principal Securities, Inc. transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Principal Securities, Inc. holds 24,787 shares of XSMO stock, worth $1.76 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

24,787

Previous 24,497 1.18%

Holding current value

$1.76 Million

Previous $1.67 Billion 9.44%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$67.1 - $74.29 $19,459 - $21,544	290 Added 1.18%	24,787 $1.82 Billion
Q2 2025 Aug 11, 2025	BUY	$55.15 - $68.11 $130,154 - $160,739	2,360 Added 10.66%	24,497 $1.67 Billion
Q4 2024 Jan 30, 2025	BUY	$65.08 - $73.72 $804,909 - $911,768	12,368 Added 126.6%	22,137 $1.46 Billion
Q3 2024 Oct 28, 2024	SELL	$59.5 - $67.14 $6,366 - $7,183	-107 Reduced 1.08%	9,769 $647 Million
Q2 2024 Jul 31, 2024	SELL	$56.16 - $61.72 $26,114 - $28,699	-465 Reduced 4.5%	9,876 $593 Million

Q1 2024 May 10, 2024	SELL	$54.33 - $60.32 $18,635 - $20,689	-343 Reduced 3.21%	10,341 $624 Million
Q4 2023 Feb 07, 2024	BUY	$45.31 - $57.51 $484,092 - $614,436	10,684 New	10,684 $605 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

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Principal Securities, Inc. Invesco S&P Smallcap Momentum Transaction History