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

Ashton Thomas Private Wealth, LLC

$1.9 Trillion
Q3 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

142

Shares Held

8.83M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$91.2 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$88.3 Million
0.03% of portfolio
Mainstay Capital Management LLC

701K
Shares

$50.3 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

426K
Shares

$30.6 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

290K
Shares

$20.8 Million
0.0% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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