Cetera Advisor Networks’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Cetera Advisor Networks’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 Q1	$684K	Buy	11,331 +5,537	+96%	+$316K	﹤0.01%	1719
2023 Q4	$328K	Buy	+5,794	New	+$291K	﹤0.01%	2180
2021 Q1	–	Sell	-7,554	Closed	-$359K	–	1561
2020 Q4	$359K	Hold	7,554	–	–	0.01%	960
2020 Q3	$302K	Buy	7,554 +452	+6%	+$17.8K	0.01%	928
2020 Q2	$257K	Sell	7,102 -7,088	-50%	-$235K	0.01%	981
2020 Q1	$415K	Hold	14,190	–	–	0.01%	676
2019 Q4	$559K	Sell	14,190 -1,302	-8%	-$49.7K	0.02%	695
2019 Q3	$576K	Sell	15,492 -3,403	-18%	-$129K	0.02%	645
2019 Q2	$708K	Buy	18,895 +11,152	+144%	+$410K	0.02%	570
2019 Q1	$282K	Buy	+7,743	New	+$272K	0.01%	895
2018 Q4	–	Sell	-12,509	Closed	-$499K	–	1154
2018 Q3	$499K	Buy	+12,509	New	+$487K	0.02%	637

Other funds holding XSMO

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

SPIA

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

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

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

ACM

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MFG

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

Cetera Advisor Networks's XSMO Position: Q1 2024 in Review

Cetera Advisor Networks increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 96% in Q1 2024, buying an estimated $316K and bringing the position to 11,331 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1719.

Cetera Advisor Networks first reported a position in XSMO in Q3 2018 and has held it in 11 quarters since. The position peaked at $708K in Q2 2019. 90 funds tracked by Wall St. Rank hold XSMO as of Q1 2024.

Cetera Advisor Networks held 11,331 shares of Invesco S&P SmallCap Momentum ETF worth $684K as of Q1 2024.
Cetera Advisor Networks bought 5,537 Invesco S&P SmallCap Momentum ETF shares in Q1 2024, an estimated $316K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1719 holding.
Cetera Advisor Networks first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2018 and has held it in 11 quarters since.
Cetera Advisor Networks's Invesco S&P SmallCap Momentum ETF position peaked at $708K in Q2 2019.
90 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.