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

American Portfolios 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
2022 Q3	$7.59K	Hold	175	–	–	﹤0.01%	2640
2022 Q2	$7.68K	Hold	175	–	–	﹤0.01%	2673
2022 Q1	$9.09K	Hold	175	–	–	﹤0.01%	2728
2021 Q4	$9.88K	Hold	175	–	–	﹤0.01%	2620
2021 Q3	$9.32K	Hold	175	–	–	﹤0.01%	2605
2021 Q2	$9.58K	Hold	175	–	–	﹤0.01%	2538
2021 Q1	$9.11K	Hold	175	–	–	﹤0.01%	2421
2020 Q4	$8.31K	Hold	175	–	–	﹤0.01%	2191
2020 Q3	$7K	Sell	175 -275	-61%	-$10.8K	﹤0.01%	2136
2020 Q2	$16.3K	Hold	450	–	–	﹤0.01%	1729
2020 Q1	$13.2K	Hold	450	–	–	﹤0.01%	1701
2019 Q4	$17.7K	Hold	450	–	–	﹤0.01%	1773
2019 Q3	$16.8K	Hold	450	–	–	﹤0.01%	1734
2019 Q2	$16.9K	Buy	+450	New	+$16.6K	﹤0.01%	1721

Other funds holding XSMO

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

ACM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Titleist Capital San Antonio, Texas $427M AUM 24.17% 1-Year Est. Return

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

American Portfolios Advisors's XSMO Position: Q3 2022 in Review

American Portfolios Advisors held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q3 2022 at 175 shares worth $7.59K. The position accounts for ﹤0.01% of the portfolio, ranked #2640.

American Portfolios Advisors first reported a position in XSMO in Q2 2019 and has held it in 14 quarters since. The position peaked at $17.7K in Q4 2019. 56 funds tracked by Wall St. Rank hold XSMO as of Q3 2022.

American Portfolios Advisors held 175 shares of Invesco S&P SmallCap Momentum ETF worth $7.59K as of Q3 2022.
American Portfolios Advisors left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q3 2022.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2640 holding.
American Portfolios Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $17.7K in Q4 2019.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.