Sfi Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Sfi Advisors, LLC

  • $148 Million
  • Q3 2025

A detailed history of Sfi Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sfi Advisors, LLC holds 26,655 shares of XSMO stock, worth $1.89 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
26,655
Previous 27,625 3.51%
Holding current value
$1.89 Million
Previous $1.88 Million 4.36%
% of portfolio
1.33%
Previous 1.37%

Shares

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

Oct 29, 2025
SELL
$67.1 - $74.29 $65,086 - $72,061
-970 Reduced 3.51%
26,655 $1.96 Million
Q2 2025

Aug 11, 2025
BUY
$55.15 - $68.11 $408,937 - $505,035
7,415 Added 36.69%
27,625 $1.88 Million
Q1 2025

May 13, 2025
BUY
$59.97 - $70.03 $1.21 Million - $1.42 Million
20,210 New
20,210 $1.27 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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