Wealthcare Advisory Partners LLC Invesco S&P Smallcap Momentum Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 16, 2021	SELL	$47.53 - $56.13 $23,337 - $27,559	-491 Closed	0 $0
Q1 2021 Apr 30, 2021	BUY	$47.37 - $56.12 $23,258 - $27,554	491 New	491 $26,000

Others Institutions Holding XSMO

# of Institutions

135

Shares Held

6.94M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.15M
Shares

$76.2 Million
0.04% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.6 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

426K
Shares

$28.3 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

290K
Shares

$19.3 Million
0.0% of portfolio
Marmo Financial Group, LLC Johnson City, TN

269K
Shares

$17.9 Million
9.49% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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