Aptus Capital Advisors, LLC Invesco Dwa Industrials Moment Transaction History

Aptus Capital Advisors, LLC

$6.27 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	SELL	$79.13 - $98.26 $16,300 - $20,241	-206 Closed	0 $0
Q1 2022 May 04, 2022	BUY	$92.95 - $115.26 $19,147 - $23,743	206 New	206 $20,000

Others Institutions Holding PRN

# of Institutions

82

Shares Held

950K

Call Options Held

1K

Put Options Held

4K

Wells Fargo & Company San Francisco, CA

136K
Shares

$23 Million
0.0% of portfolio
Transamerica Financial Advisors, Inc. Clearwater, FL

113K
Shares

$19.2 Million
1.61% of portfolio
Morgan Stanley New York, NY

68.3K
Shares

$11.6 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

61.8K
Shares

$10.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

53.7K
Shares

$9.09 Million
0.0% of portfolio

About INVESCO DWA INDUSTRIALS MOMENT

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