Provident Wealth Management, LLC XSMO Holdings History
Provident Wealth Management, LLC's Invesco S&P SmallCap Momentum ETF Holding Summary
As of 2025-06-30, Provident Wealth Management, LLC held 100,344.00 shares of Invesco S&P SmallCap Momentum ETF(XSMO), totaling $6.83 Mil. This investment constitutes 2.23% of their stock portfolio, and Provident Wealth Management, LLC now holds 0.4% of the outstanding Invesco S&P SmallCap Momentum ETF(XSMO) stock.
The initial trade took place in 2024Q1. And since then Provident Wealth Management, LLC has made 5 purchases of XSMO, at an average price of $59.01, for a total of 100,413.00 shares. In addition, there have been 1 sales at an average price of $63.76 for 69.00 shares. Based on historical transaction data and XSMO's current price of $68.46, Provident Wealth Management, LLC's estimated gain on his XSMO holdings is $948,634.00, reflecting a 16.01% gain to date.
Provident Wealth Management, LLC XSMO ($68.46) Holding Chart
Provident Wealth Management, 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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