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

Kingsview Wealth Management, LLC

$4.73 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 28, 2025	BUY	$65.08 - $73.72 $3.81 Million - $4.31 Million	58,532 New	58,532 $3.87 Million

Others Institutions Holding XSMO

# of Institutions

219

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.77M
Shares

$121 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.61M
Shares

$110 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.52M
Shares

$103 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.18M
Shares

$80 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

568K
Shares

$38.7 Million
0.01% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

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