FTUS
XSMO icon

Flow Traders U.S.’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Flow Traders U.S.’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
2023
Q4 		– Sell
-9,900
Closed -$480K – 1144
2023
Q3 		$480K Buy
9,900
+1,847
+23% +$91.4K 0.02% 487
2023
Q2 		$390K Buy
+8,053
New +$369K 0.02% 575

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Flow Traders U.S.'s XSMO Position: Q4 2023 in Review

Flow Traders U.S. sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2023, closing a stake of 9,900 shares — an estimated $480K sold.

Flow Traders U.S. first reported a position in XSMO in Q2 2023 and held it in 2 quarters. The position peaked at $480K in Q3 2023. 78 funds tracked by Wall St. Rank hold XSMO as of Q4 2023.

  • Flow Traders U.S. reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2023 after selling out during the quarter.
  • Flow Traders U.S. sold 9,900 Invesco S&P SmallCap Momentum ETF shares in Q4 2023, an estimated $480K.
  • Flow Traders U.S. first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2023 and held it in 2 quarters.
  • Flow Traders U.S.'s Invesco S&P SmallCap Momentum ETF position peaked at $480K in Q3 2023.
  • 78 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2023.

Based on Flow Traders U.S.'s 13F filing for Q4 2023, filed 14 Feb 2024.