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Continuum Advisory’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Continuum Advisory’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
Q2 		– Sell
-181
Closed -$11K – 1754
2024
Q1 		$11K Buy
+181
New +$10.3K ﹤0.01% 922

Other funds holding XSMO

LPL Financial
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Continuum Advisory's XSMO Position: Q2 2024 in Review

Continuum Advisory sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2024, closing a stake of 181 shares — an estimated $11K sold.

Continuum Advisory first reported a position in XSMO in Q1 2024 and held it in 1 quarter. The position peaked at $11K in Q1 2024. 106 funds tracked by Wall St. Rank hold XSMO as of Q2 2024.

  • Continuum Advisory reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Continuum Advisory sold 181 Invesco S&P SmallCap Momentum ETF shares in Q2 2024, an estimated $11K.
  • Continuum Advisory first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Continuum Advisory's Invesco S&P SmallCap Momentum ETF position peaked at $11K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2024.

Based on Continuum Advisory's 13F filing for Q2 2024, filed 19 Jul 2024.