Tru Wealth Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Tru Wealth Advisors, LLC

  • $1.79 Billion
  • Q4 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 3,136 shares of XSMO stock, worth $222,436. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,136
Previous 3,135 0.03%
Holding current value
$222,436
Previous $230,000 3.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 07, 2026
BUY
$70.77 - $74.04 $70 - $74
1 Added 0.03%
3,136 $222,000
Q3 2025

Oct 06, 2025
BUY
$67.1 - $74.29 $67 - $74
1 Added 0.03%
3,135 $230,000
Q2 2025

Jul 07, 2025
BUY
$55.15 - $68.11 $172,840 - $213,456
3,134 New
3,134 $213,000

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

XSMO Quotes by TradingView
  • Ticker XSMO
  • Sector ETFs
  • Industry ETFs
More about XSMO
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