Breakwater Capital Group Invesco S&P Smallcap Momentum Call Options Transaction History

Breakwater Capital Group

$561 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSMO

# of Institutions

218

Shares Held

15.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.77M
Shares

$116 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.61M
Shares

$105 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.52M
Shares

$98.9 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.18M
Shares

$76.6 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

568K
Shares

$37 Million
0.01% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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