Sequoia Financial Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Sequoia Financial Advisors, LLC

  • $14.6 Billion
  • Q3 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 87,371 shares of XSMO stock, worth $6.2 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
87,371
Holding current value
$6.2 Million
% of portfolio
0.04%

Shares

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

Oct 28, 2025
BUY
$67.1 - $74.29 $5.86 Million - $6.49 Million
87,371 New
87,371 $6.43 Million
Q2 2025

Jul 25, 2025
SELL
$55.15 - $68.11 $473,242 - $584,451
-8,581 Reduced 8.81%
88,846 $6.04 Million
Q1 2025

Apr 23, 2025
BUY
$59.97 - $70.03 $282,938 - $330,401
4,718 Added 5.09%
97,427 $6.11 Million
Q4 2024

Aug 08, 2025
BUY
$65.08 - $73.72 $251,404 - $284,780
3,863 Added 4.35%
92,709 $6.13 Million
Q4 2024

Feb 07, 2025
BUY
$65.08 - $73.72 $6.03 Million - $6.83 Million
92,709 New
92,709 $6.13 Million

Others Institutions Holding XSMO

# of Institutions
265
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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