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

Us Advisors Wealth Management, LLC

  • $308 Million
  • Q4 2024

A detailed history of Us Advisors Wealth Management, LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 70,486 shares of XSMO stock, worth $4.6 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
70,486
Previous 19,951 253.3%
Holding current value
$4.6 Million
Previous $1.31 Million 254.84%
% of portfolio
1.51%
Previous 0.46%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$65.08 - $73.72 $3.29 Million - $3.73 Million
50,535 Added 253.3%
70,486 $4.66 Million
Q3 2024

Nov 07, 2024
BUY
$59.5 - $67.14 $60,392 - $68,147
1,015 Added 5.36%
19,951 $1.31 Million
Q2 2024

Aug 06, 2024
BUY
$56.16 - $61.72 $70,817 - $77,828
1,261 Added 7.13%
18,936 $1.14 Million
Q1 2024

May 02, 2024
BUY
$54.33 - $60.32 $960,282 - $1.07 Million
17,675 New
17,675 $1.06 Million

Others Institutions Holding XSMO

# of Institutions
203
Shares Held
14.9M
Call Options Held
0
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
Track This Portfolio

Track Us Advisors Wealth Management, LLC Portfolio

Follow Us Advisors Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Us Advisors Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email