Aptus Capital Advisors, LLC Invesco S&P Smallcap Momentum Transaction History

Aptus Capital Advisors, LLC

$8.9 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 31, 2024	BUY	$56.16 - $61.72 $561 - $617	10 New	10 $0
Q3 2022 Nov 02, 2022	BUY	$42.6 - $51.8 $130,483 - $158,663	3,063 New	3,063 $133,000

Others Institutions Holding XSMO

# of Institutions

204

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$123 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$91.7 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$71.8 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$70.6 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$56.6 Million
0.0% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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