USAdvisors Wealth Management, LLC XSMO Holdings History
USAdvisors Wealth Management, LLC's Invesco S&P SmallCap Momentum ETF Holding Summary
As of 2025-06-30, USAdvisors Wealth Management, LLC held 89,516.00 shares of Invesco S&P SmallCap Momentum ETF(XSMO), totaling $6.08 Mil. This investment constitutes 2.26% of their stock portfolio, and USAdvisors Wealth Management, LLC now holds 0.35% of the outstanding Invesco S&P SmallCap Momentum ETF(XSMO) stock.
The initial trade took place in 2024Q1. And since then USAdvisors Wealth Management, LLC has made 6 purchases of XSMO, at an average price of $65.50, for a total of 89,516.00 shares. Based on historical transaction data and XSMO's current price of $67.89, USAdvisors Wealth Management, LLC's estimated gain on his XSMO holdings is $214,244.53, reflecting a 3.65% gain to date.
USAdvisors Wealth Management, LLC XSMO ($67.89) Holding Chart
USAdvisors Wealth Management, 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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