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

Arete Wealth 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
2021
Q1 		– Sell
-11,897
Closed -$564K – 453
2020
Q4 		$564K Buy
+11,897
New +$526K 0.08% 215

Other funds holding XSMO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Arete Wealth Advisors's XSMO Position: Q1 2021 in Review

Arete Wealth Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2021, closing a stake of 11,897 shares — an estimated $564K sold.

Arete Wealth Advisors first reported a position in XSMO in Q4 2020 and held it in 1 quarter. The position peaked at $564K in Q4 2020. 49 funds tracked by Wall St. Rank hold XSMO as of Q1 2021.

  • Arete Wealth Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Arete Wealth Advisors sold 11,897 Invesco S&P SmallCap Momentum ETF shares in Q1 2021, an estimated $564K.
  • Arete Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2020 and held it in 1 quarter.
  • Arete Wealth Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $564K in Q4 2020.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2021.

Based on Arete Wealth Advisors's 13F filing for Q1 2021, filed 10 May 2021.