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

Destiny Wealth Partners, LLC

$521 Million
Q2 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

109

Shares Held

5.34M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.15M
Shares

$75.4 Million
0.04% of portfolio
Steward Partners Investment Advisory, LLC

426K
Shares

$28 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

290K
Shares

$19.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

208K
Shares

$13.7 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

201K
Shares

$13.2 Million
0.56% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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