Marmo Financial Group, LLC XSMO Holdings History
Marmo Financial Group, LLC's Invesco S&P SmallCap Momentum ETF Holding Summary
As of 2025-06-30, Marmo Financial Group, LLC held 281,674.00 shares of Invesco S&P SmallCap Momentum ETF(XSMO), totaling $19.16 Mil. This investment constitutes 9.54% of their stock portfolio, and Marmo Financial Group, LLC now holds 1.11% of the outstanding Invesco S&P SmallCap Momentum ETF(XSMO) stock.
The initial trade took place in 2023Q1. And since then Marmo Financial Group, LLC has made 6 purchases of XSMO, at an average price of $57.21, for a total of 295,532.00 shares. In addition, there have been 4 sales at an average price of $60.58 for 13,858.00 shares. Based on historical transaction data and XSMO's current price of $68.46, Marmo Financial Group, LLC's estimated gain on his XSMO holdings is $3.22 Mil, reflecting a 19.02% gain to date.
Marmo Financial Group, LLC XSMO ($68.46) Holding Chart
Marmo Financial Group, LLC XSMO ($68.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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