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Heritage Financial Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Heritage Financial Services’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
2022
Q3 		– Sell
-200
Closed -$8K – 517
2022
Q2 		$8K Buy
+200
New +$9.6K ﹤0.01% 326

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
TC
Titleist Capital San Antonio, Texas $427M AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Heritage Financial Services's XSMO Position: Q3 2022 in Review

Heritage Financial Services sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2022, closing a stake of 200 shares — an estimated $8K sold.

Heritage Financial Services first reported a position in XSMO in Q2 2022 and held it in 1 quarter. The position peaked at $8K in Q2 2022. 56 funds tracked by Wall St. Rank hold XSMO as of Q3 2022.

  • Heritage Financial Services reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 200 Invesco S&P SmallCap Momentum ETF shares in Q3 2022, an estimated $8K.
  • Heritage Financial Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Invesco S&P SmallCap Momentum ETF position peaked at $8K in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.