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B. Riley Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

B. Riley 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
2024
Q4 		$435K Buy
6,575
+1,067
+19% +$73.3K 0.01% 744
2024
Q3 		$363K Buy
+5,508
New +$351K 0.01% 870

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

B. Riley Wealth Advisors's XSMO Position: Q4 2024 in Review

B. Riley Wealth Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 19% in Q4 2024, buying an estimated $73.3K and bringing the position to 6,575 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #744.

B. Riley Wealth Advisors first reported a position in XSMO in Q3 2024 and has held it in 2 quarters since. 203 funds tracked by Wall St. Rank hold XSMO as of Q4 2024.

  • B. Riley Wealth Advisors held 6,575 shares of Invesco S&P SmallCap Momentum ETF worth $435K as of Q4 2024.
  • B. Riley Wealth Advisors bought 1,067 Invesco S&P SmallCap Momentum ETF shares in Q4 2024, an estimated $73.3K.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #744 holding.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 2 quarters since.
  • 203 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.