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

BerganKDV 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
2020
Q2 		– Sell
-550
Closed -$16K – 1114
2020
Q1 		$16K Buy
+550
New +$20.3K ﹤0.01% 447

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BerganKDV Wealth Management's XSMO Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2020, closing a stake of 550 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in XSMO in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 37 funds tracked by Wall St. Rank hold XSMO as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 550 Invesco S&P SmallCap Momentum ETF shares in Q2 2020, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $16K in Q1 2020.
  • 37 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.