Geo Wealth Management, LLC Invesco S&P Smallcap Momentum Transaction History

Geo Wealth Management, LLC

$2.48 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$43.28 - $52.54 $850,365 - $1.03 Million	-19,648 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$48.45 - $57.46 $951,945 - $1.13 Million	19,648 New	19,648 $1.02 Million

Others Institutions Holding XSMO

# of Institutions

92

Shares Held

4.15M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

903K
Shares

$54.2 Million
0.03% of portfolio
Steward Partners Investment Advisory, LLC

408K
Shares

$24.5 Million
0.27% of portfolio
Wells Fargo & Company San Francisco, CA

293K
Shares

$17.6 Million
0.0% of portfolio
Focus Financial Network, Inc. Minneapolis, MN

200K
Shares

$12 Million
0.55% of portfolio
Morgan Stanley New York, NY

186K
Shares

$11.2 Million
0.0% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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