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Fischer Investment Strategies’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Fischer Investment Strategies’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
Q4 		– Sell
-67,415
Closed -$4.46M – 40
2024
Q3 		$4.46M Buy
+67,415
New +$4.29M 3.84% 13
2023
Q3 		– Sell
-5,902
Closed -$286K – 32
2023
Q2 		$286K Buy
+5,902
New +$270K 0.26% 25

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Fischer Investment Strategies's XSMO Position: Q4 2024 in Review

Fischer Investment Strategies sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2024, closing a stake of 67,415 shares — an estimated $4.46M sold.

Fischer Investment Strategies first reported a position in XSMO in Q2 2023 and held it in 2 quarters. The position peaked at $4.46M in Q3 2024. 203 funds tracked by Wall St. Rank hold XSMO as of Q4 2024.

  • Fischer Investment Strategies reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Fischer Investment Strategies sold 67,415 Invesco S&P SmallCap Momentum ETF shares in Q4 2024, an estimated $4.46M.
  • Fischer Investment Strategies first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2023 and held it in 2 quarters.
  • Fischer Investment Strategies's Invesco S&P SmallCap Momentum ETF position peaked at $4.46M in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2024.

Based on Fischer Investment Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.