Advisory Alpha’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Advisory Alpha’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-80	Closed	-$2.42K	–	639
2020 Q1	$2.42K	Hold	80	–	–	﹤0.01%	583
2019 Q4	$3.21K	Hold	80	–	–	﹤0.01%	629
2019 Q3	$2.92K	Buy	+80	New	+$3.02K	﹤0.01%	605
2019 Q2	–	Sell	-170	Closed	-$6.35K	–	667
2019 Q1	$6.35K	Buy	+170	New	+$5.98K	﹤0.01%	455

Other funds holding XSMO

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisory Alpha's XSMO Position: Q2 2020 in Review

Advisory Alpha sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2020, closing a stake of 80 shares — an estimated $2.42K sold.

Advisory Alpha first reported a position in XSMO in Q1 2019 and held it in 4 quarters. The position peaked at $6.35K in Q1 2019. 37 funds tracked by Wall St. Rank hold XSMO as of Q2 2020.

Advisory Alpha reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2020 after selling out during the quarter.
Advisory Alpha sold 80 Invesco S&P SmallCap Momentum ETF shares in Q2 2020, an estimated $2.42K.
Advisory Alpha first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2019 and held it in 4 quarters.
Advisory Alpha's Invesco S&P SmallCap Momentum ETF position peaked at $6.35K in Q1 2019.
37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2020.

Based on Advisory Alpha's 13F filing for Q2 2020, filed 14 Aug 2020.