Wealthcare Capital Management LLC Invesco S&P Smallcap Momentum Transaction History
Wealthcare Capital Management LLC
- $881 Million
- Q3 2025
A detailed history of Wealthcare Capital Management LLC transactions in Invesco S&P Smallcap Momentum stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 14,019 shares of XSMO stock, worth $994,367. This represents 0.12% of its overall portfolio holdings.
Number of Shares
14,019
Previous 14,236
1.52%
Holding current value
$994,367
Previous $968,000
6.51%
% of portfolio
0.12%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding XSMO
# of Institutions
266Shares Held
19.3MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC2.1MShares$149 Million0.05% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.7MShares$120 Million0.19% of portfolio
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Envestnet Asset Management Inc1.62MShares$115 Million0.04% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.33MShares$94.2 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA790KShares$56 Million0.01% of portfolio