Sowell Financial Services LLC Invesco S&P Smallcap Momentum Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Sowell Financial Services LLC holds 11,462 shares of XSMO stock, worth $812,999. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,462
Previous 8,753 30.95%
Holding current value
$812,999
Previous $595,000 41.68%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 17, 2025
BUY
$67.1 - $74.29 $181,773 - $201,251
2,709 Added 30.95%
11,462 $843,000
Q2 2025

Jul 11, 2025
BUY
$55.15 - $68.11 $482,727 - $596,166
8,753 New
8,753 $595,000

Others Institutions Holding XSMO

# of Institutions
267
Shares Held
19.3M
Call Options Held
3.1K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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