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

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 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 14,987 shares of XSMO stock, worth $1.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
14,987
Previous 11,462 30.75%
Holding current value
$1.06 Million
Previous $843,000 26.1%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$70.77 - $74.04 $249,464 - $260,991
3,525 Added 30.75%
14,987 $1.06 Million
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
269
Shares Held
19.5M
Call Options Held
3.1K
Put Options Held
0
View Full List

About INVESCO S&P SMALLCAP MOMENTUM

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