Ashton Thomas Private Wealth, LLC Invesco S&P Smallcap Momentum Transaction History

Ashton Thomas Private Wealth, LLC

$2.57 Trillion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$56.16 - $61.72 $24,036 - $26,416	428 New	428 $25.7 Million

Others Institutions Holding XSMO

# of Institutions

192

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$87.6 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$84.8 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$72.3 Million
0.17% of portfolio
Steward Partners Investment Advisory, LLC

487K
Shares

$33.6 Million
0.29% of portfolio
Raymond James Financial Inc St. Petersburg, FL

464K
Shares

$32 Million
0.01% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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