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

Sovran Advisors, LLC

$702 Billion
Q4 2024

A detailed history of Sovran Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sovran Advisors, LLC holds 5,438 shares of XSMO stock, worth $331,772. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,438

Holding current value

$331,772

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	$65.08 - $73.72 $353,905 - $400,889	5,438 New	5,438 $363 Million

Others Institutions Holding XSMO

# of Institutions

201

Shares Held

14.9M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$109 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$81.8 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$64 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$63 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$50.5 Million
0.0% of portfolio

View Full List

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovran Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sovran Advisors, LLC with notifications on news.

Account

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