Continuum Advisory, LLC Invesco S&P Smallcap Momentum Transaction History

Continuum Advisory, LLC

$778 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 10, 2024	BUY	$54.33 - $60.32 $9,833 - $10,917	181 New	181 $10,000

Others Institutions Holding XSMO

# of Institutions

174

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$90.3 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$87.4 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$85.1 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$49.8 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$34.2 Million
0.3% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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