SFI Advisors, LLC XSMO Holdings History
SFI Advisors, LLC's Invesco S&P SmallCap Momentum ETF Holding Summary
As of 2025-03-31, SFI Advisors, LLC held 20,210.00 shares of Invesco S&P SmallCap Momentum ETF(XSMO), totaling $1.27 Mil. This investment constitutes 0.94% of their stock portfolio, and SFI Advisors, LLC now holds 0.09% of the outstanding Invesco S&P SmallCap Momentum ETF(XSMO) stock.
The initial trade took place in 2025Q1. And since then SFI Advisors, LLC has made 1 purchases of XSMO, at an average price of $65.77, for a total of 20,210.00 shares. Based on historical transaction data and XSMO's current price of $67.89, SFI Advisors, LLC's estimated gain on his XSMO holdings is $42,845.20, reflecting a 3.22% gain to date.
SFI Advisors, LLC XSMO ($67.89) Holding Chart
SFI Advisors, LLC XSMO ($67.89) 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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