Cascade Wealth Advisors, Inc Invesco S&P Smallcap Momentum Call Options Transaction History

Cascade Wealth Advisors, Inc

$177 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSMO

# of Institutions

245

Shares Held

18.3M

Call Options Held

21.9K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.87M
Shares

$136 Million
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.75M
Shares

$127 Million
0.23% of portfolio
Envestnet Asset Management Inc

1.58M
Shares

$115 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.28M
Shares

$93 Million
0.16% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.03M
Shares

$75.2 Million
0.03% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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