Stifel Financial Corp Invesco S&P Smallcap Momentum Transaction History

Stifel Financial Corp

$106 Billion
Q3 2025

A detailed history of Stifel Financial Corp transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Stifel Financial Corp holds 224,829 shares of XSMO stock, worth $15.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

224,829

Previous 217,718 3.27%

Holding current value

$15.9 Million

Previous $14.8 Million 11.69%

% of portfolio

0.02%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$67.1 - $74.29 $477,148 - $528,276	7,111 Added 3.27%	224,829 $16.5 Million
Q2 2025 Aug 14, 2025	BUY	$55.15 - $68.11 $1.2 Million - $1.48 Million	21,801 Added 11.13%	217,718 $14.8 Million
Q1 2025 May 13, 2025	SELL	$59.97 - $70.03 $578,770 - $675,859	-9,651 Reduced 4.69%	195,917 $12.3 Million
Q4 2024 Feb 13, 2025	SELL	$65.08 - $73.72 $138,229 - $156,581	-2,124 Reduced 1.02%	205,568 $13.6 Million
Q3 2024 Nov 14, 2024	BUY	$59.5 - $67.14 $2.16 Million - $2.43 Million	36,235 Added 21.13%	207,692 $13.7 Million

Q2 2024 Aug 13, 2024	BUY	$56.16 - $61.72 $9.27 Million - $10.2 Million	165,030 Added 2567.76%	171,457 $10.3 Million
Q1 2024 May 13, 2024	SELL	$54.33 - $60.32 $10,540 - $11,702	-194 Reduced 2.93%	6,427 $387,000
Q4 2023 Feb 12, 2024	BUY	$45.31 - $57.51 $299,997 - $380,773	6,621 New	6,621 $375,000
Q1 2023 May 12, 2023	BUY	$43.9 - $50.56 $4.57 Million - $5.26 Million	104,001 Added 1572.91%	110,613 $5.12 Million
Q4 2022 Feb 13, 2023	BUY	$44.83 - $51.49 $296,415 - $340,451	6,612 New	6,612 $311,000

Others Institutions Holding XSMO

# of Institutions

267

Shares Held

19.3M

Call Options Held

3.1K

Put Options Held

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About INVESCO S&P SMALLCAP MOMENTUM

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Stifel Financial Corp Invesco S&P Smallcap Momentum Transaction History