Wcg Wealth Advisors LLC Invesco S&P Smallcap Momentum Transaction History

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 11,271 shares of XSMO stock, worth $799,452. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,271
Previous 10,863 3.76%
Holding current value
$799,452
Previous $738,000 12.33%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Nov 13, 2025
BUY
$67.1 - $74.29 $27,376 - $30,310
408 Added 3.76%
11,271 $829,000
Q2 2025

Aug 13, 2025
BUY
$55.15 - $68.11 $599,094 - $739,878
10,863 New
10,863 $738,000

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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