Destiny Wealth Partners, LLC Invesco S&P Smallcap Momentum Transaction History

Destiny Wealth Partners, LLC

$528 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 27, 2021	SELL	$47.53 - $56.13 $14,401 - $17,007	-303 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	$39.72 - $48.63 $12,035 - $14,734	303 New	303 $14,000

Others Institutions Holding XSMO

# of Institutions

176

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.27M
Shares

$84.5 Million
0.04% of portfolio
Envestnet Asset Management Inc

1.23M
Shares

$81.8 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.2M
Shares

$79.7 Million
0.19% of portfolio
Mainstay Capital Management LLC

701K
Shares

$46.7 Million
8.51% of portfolio
Steward Partners Investment Advisory, LLC

481K
Shares

$32 Million
0.3% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
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