Clearwater Capital Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Clearwater Capital 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
2019 Q2	–	Sell	-6,354	Closed	-$231K	–	190
2019 Q1	$231K	Sell	6,354 -617	-9%	-$21.7K	0.04%	183
2018 Q4	$215K	Hold	6,971	–	–	0.05%	186
2018 Q3	$277K	Hold	6,971	–	–	0.05%	166
2018 Q2	$255K	Buy	+6,971	New	+$247K	0.05%	170

Other funds holding XSMO

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Clearwater Capital Advisors's XSMO Position: Q2 2019 in Review

Clearwater Capital Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2019, closing a stake of 6,354 shares — an estimated $231K sold.

Clearwater Capital Advisors first reported a position in XSMO in Q2 2018 and held it in 4 quarters. The position peaked at $277K in Q3 2018. 31 funds tracked by Wall St. Rank hold XSMO as of Q2 2019.

Clearwater Capital Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2019 after selling out during the quarter.
Clearwater Capital Advisors sold 6,354 Invesco S&P SmallCap Momentum ETF shares in Q2 2019, an estimated $231K.
Clearwater Capital Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and held it in 4 quarters.
Clearwater Capital Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $277K in Q3 2018.
31 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2019.

Based on Clearwater Capital Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.