AA
XSMO icon

AlphaMark Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

AlphaMark Advisors’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
2023
Q3 		– Sell
-85
Closed -$4K – 777
2023
Q2 		$4K Hold
85
– – ﹤0.01% 514
2023
Q1 		$4K Hold
85
– – ﹤0.01% 520
2022
Q4 		$4K Hold
85
– – ﹤0.01% 482
2022
Q3 		$4K Sell
85
-25
-23% -$1.18K ﹤0.01% 551
2022
Q2 		$5K Buy
110
+25
+29% +$1.2K ﹤0.01% 477
2022
Q1 		$4K Buy
+85
New +$4.4K ﹤0.01% 509

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.32B AUM 22.37% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

AlphaMark Advisors's XSMO Position: Q3 2023 in Review

AlphaMark Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2023, closing a stake of 85 shares — an estimated $4K sold.

AlphaMark Advisors first reported a position in XSMO in Q1 2022 and held it in 6 quarters. The position peaked at $5K in Q2 2022. 63 funds tracked by Wall St. Rank hold XSMO as of Q3 2023.

  • AlphaMark Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • AlphaMark Advisors sold 85 Invesco S&P SmallCap Momentum ETF shares in Q3 2023, an estimated $4K.
  • AlphaMark Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and held it in 6 quarters.
  • AlphaMark Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $5K in Q2 2022.
  • 63 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2023.

Based on AlphaMark Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.