River Wealth Advisors LLC Invesco S&P Smallcap Momentum Transaction History

River Wealth Advisors LLC

  • $821 Million
  • Q3 2025

A detailed history of River Wealth Advisors LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, River Wealth Advisors LLC holds 336,990 shares of XSMO stock, worth $23.9 Million. This represents 3.02% of its overall portfolio holdings.

Number of Shares
336,990
Previous 323,865 4.05%
Holding current value
$23.9 Million
Previous $22 Million 12.54%
% of portfolio
3.02%
Previous 2.84%

Shares

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

Nov 12, 2025
BUY
$67.1 - $74.29 $880,687 - $975,056
13,125 Added 4.05%
336,990 $24.8 Million
Q2 2025

Aug 13, 2025
BUY
$55.15 - $68.11 $17.9 Million - $22.1 Million
323,865 New
323,865 $22 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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