Advisor Resource Council Invesco S&P Smallcap Momentum Transaction History

Advisor Resource Council

$137 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 31, 2024	BUY	$59.5 - $67.14 $182,248 - $205,649	3,063 New	3,063 $202,000
Q2 2021 Aug 13, 2021	BUY	$47.53 - $56.13 $7,985 - $9,429	168 New	168 $9,000

Others Institutions Holding XSMO

# of Institutions

201

Shares Held

14.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$109 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$81.6 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$63.8 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$62.8 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$50.3 Million
0.0% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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