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Golden State Equity Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Golden State Equity Partners’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
-2
Closed -$132 – 902
2024
Q3 		$132 Buy
+2
New +$127 ﹤0.01% 801

Other funds holding XSMO

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $6.15B AUM 22.62% 1-Year Est. Return

Golden State Equity Partners's XSMO Position: Q4 2024 in Review

Golden State Equity Partners sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2024, closing a stake of 2 shares — an estimated $132 sold.

Golden State Equity Partners first reported a position in XSMO in Q3 2024 and held it in 1 quarter. The position peaked at $132 in Q3 2024. 203 funds tracked by Wall St. Rank hold XSMO as of Q4 2024.

  • Golden State Equity Partners reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 2 Invesco S&P SmallCap Momentum ETF shares in Q4 2024, an estimated $132.
  • Golden State Equity Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Invesco S&P SmallCap Momentum ETF position peaked at $132 in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.