Aspire Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Aspire Wealth Management’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
2024 Q3	$2.32M	Buy	35,094 +933	+3%	+$59.4K	1.25%	18
2024 Q2	$2.05M	Buy	34,161 +23,584	+223%	+$1.41M	1.17%	19
2024 Q1	$638K	Buy	10,577 +4,620	+78%	+$264K	0.39%	53
2023 Q4	$338K	Buy	5,957 +275	+5%	+$13.8K	0.23%	65
2023 Q3	$276K	Buy	5,682 +10	+0.2%	+$495	0.21%	70
2023 Q2	$275K	Buy	5,672 +17	+0.3%	+$778	0.21%	70
2023 Q1	$262K	Buy	5,655 +706	+14%	+$33.8K	0.21%	73
2022 Q4	$233K	Buy	4,949 +4,903	+10,659%	+$238K	0.2%	74
2022 Q3	$2K	Buy	46 +1	+2%	+$47	﹤0.01%	164
2022 Q2	$2K	Hold	45	–	–	﹤0.01%	171
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	166
2021 Q4	$3K	Buy	+45	New	+$2.55K	﹤0.01%	165

Other funds holding XSMO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

RJFSA

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

Aspire Wealth Management's XSMO Position: Q3 2024 in Review

Aspire Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 2.7% in Q3 2024, buying an estimated $59.4K and bringing the position to 35,094 shares worth $2.32M. The position accounts for 1.25% of the portfolio, ranked #18.

Aspire Wealth Management first reported a position in XSMO in Q4 2021 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold XSMO as of Q3 2024.

Aspire Wealth Management held 35,094 shares of Invesco S&P SmallCap Momentum ETF worth $2.32M as of Q3 2024.
Aspire Wealth Management bought 933 Invesco S&P SmallCap Momentum ETF shares in Q3 2024, an estimated $59.4K.
Invesco S&P SmallCap Momentum ETF made up 1.25% of Aspire Wealth Management's portfolio in Q3 2024, its #18 holding.
Aspire Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2021 and has held it in 12 quarters since.
173 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.