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

Atlas Financial 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
2024 Q4	$663K	Buy	+10,031	New	+$690K	1.04%	18

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

SPIA

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

AWM

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

Atlas Financial Advisors's XSMO Position: Q4 2024 in Review

Atlas Financial Advisors opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2024: 10,031 shares worth $663K. The stake represents 1.04% of the portfolio and ranks #18 among its holdings.

203 funds tracked by Wall St. Rank hold XSMO as of Q4 2024.

Atlas Financial Advisors held 10,031 shares of Invesco S&P SmallCap Momentum ETF worth $663K as of Q4 2024.
Invesco S&P SmallCap Momentum ETF was a new Atlas Financial Advisors position in Q4 2024.
Invesco S&P SmallCap Momentum ETF made up 1.04% of Atlas Financial Advisors's portfolio in Q4 2024, its #18 holding.
203 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.