Vest Gen Advisors, LLC Invesco S&P Smallcap Momentum Call Options Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 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

220

Shares Held

15.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

1.77M
Shares

$110 Million
0.05% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.61M
Shares

$99.7 Million
0.24% of portfolio
Envestnet Asset Management Inc

1.52M
Shares

$93.7 Million
0.03% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.18M
Shares

$72.6 Million
0.15% of portfolio
Wells Fargo & Company San Francisco, CA

568K
Shares

$35.1 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 Vest Gen Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vest Gen Advisors, LLC with notifications on news.