Paragon Private Wealth Management, LLC XSMO Holdings History
Paragon Private Wealth Management, LLC's Invesco S&P SmallCap Momentum ETF Holding Summary
As of 2025-03-31, Paragon Private Wealth Management, LLC held 16,983.00 shares of Invesco S&P SmallCap Momentum ETF(XSMO), totaling $1.07 Mil. This investment constitutes 0.49% of their stock portfolio, and Paragon Private Wealth Management, LLC now holds 0.08% of the outstanding Invesco S&P SmallCap Momentum ETF(XSMO) stock.
The initial trade took place in 2025Q1. And since then Paragon Private Wealth Management, LLC has made 1 purchases of XSMO, at an average price of $65.77, for a total of 16,983.00 shares. Based on historical transaction data and XSMO's current price of $68.42, Paragon Private Wealth Management, LLC's estimated gain on his XSMO holdings is $45,004.95, reflecting a 4.03% gain to date.
Paragon Private Wealth Management, LLC XSMO ($68.42) Holding Chart
Paragon Private Wealth Management, LLC XSMO ($68.42) 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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