Capital Advisory Group Advisory Services, LLC Invesco S&P Smallcap Momentum Transaction History

Capital Advisory Group Advisory Services, LLC

$276 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 29, 2022	BUY	$48.45 - $57.46 $7,267 - $8,619	150 New	150 $8,000
Q4 2021 Feb 15, 2022	SELL	$52.46 - $61.1 $7,869 - $9,165	-150 Closed	0 $0
Q2 2018 May 28, 2020	BUY	$32.13 - $38.66 $4,819 - $5,798	150 New	150 $5,000

Others Institutions Holding XSMO

# of Institutions

187

Shares Held

11M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$87.8 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$85 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$82.8 Million
0.19% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$33.3 Million
0.3% of portfolio
Morgan Stanley New York, NY

436K
Shares

$30.2 Million
0.0% of portfolio

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