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

Cedar 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
2022 Q3	–	Sell	-3,135	Closed	-$138K	–	350
2022 Q2	$138K	Sell	3,135 -105	-3%	-$5.04K	0.06%	121
2022 Q1	$168K	Buy	3,240 +6	+0.2%	+$311	0.07%	122
2021 Q4	$183K	Hold	3,234	–	–	0.07%	126
2021 Q3	$172K	Hold	3,234	–	–	0.08%	112
2021 Q2	$177K	Hold	3,234	–	–	0.08%	111
2021 Q1	$168K	Buy	3,234 +3	+0.1%	+$157	0.08%	104
2020 Q4	$153K	Buy	3,231 +2	+0.1%	+$88	0.08%	99
2020 Q3	$129K	Buy	3,229 +8	+0.2%	+$314	0.08%	101
2020 Q2	$116K	Buy	3,221 +9	+0.3%	+$298	0.08%	99
2020 Q1	$94K	Buy	+3,212	New	+$118K	0.06%	104

Other funds holding XSMO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

RJFSA

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Titleist Capital San Antonio, Texas $427M AUM 24.17% 1-Year Est. Return

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

Cedar Wealth Management's XSMO Position: Q3 2022 in Review

Cedar Wealth Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2022, closing a stake of 3,135 shares — an estimated $138K sold.

Cedar Wealth Management first reported a position in XSMO in Q1 2020 and held it in 10 quarters. The position peaked at $183K in Q4 2021. 56 funds tracked by Wall St. Rank hold XSMO as of Q3 2022.

Cedar Wealth Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2022 after selling out during the quarter.
Cedar Wealth Management sold 3,135 Invesco S&P SmallCap Momentum ETF shares in Q3 2022, an estimated $138K.
Cedar Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2020 and held it in 10 quarters.
Cedar Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $183K in Q4 2021.
56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2022.

Based on Cedar Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.