Kozak & Associates, Inc. Invesco S&P Smallcap Momentum Call Options Transaction History

Kozak & Associates, Inc.

$482 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XSMO

# of Institutions

243

Shares Held

16.8M

Call Options Held

21.9K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.77M
Shares

$122 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.61M
Shares

$111 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.58M
Shares

$108 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.18M
Shares

$80.6 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

568K
Shares

$39 Million
0.01% of portfolio

About INVESCO S&P SMALLCAP MOMENTUM

Ticker XSMO
Sector ETFs
Industry ETFs

More about XSMO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kozak & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kozak & Associates, Inc. with notifications on news.