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IAG Wealth Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

IAG Wealth 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
2022
Q2 		– Sell
-731
Closed -$38K – 491
2022
Q1 		$38K Hold
731
– – 0.01% 164
2021
Q4 		$41K Buy
+731
New +$41.4K 0.01% 155

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

IAG Wealth Partners's XSMO Position: Q2 2022 in Review

IAG Wealth Partners sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2022, closing a stake of 731 shares — an estimated $38K sold.

IAG Wealth Partners first reported a position in XSMO in Q4 2021 and held it in 2 quarters. The position peaked at $41K in Q4 2021. 58 funds tracked by Wall St. Rank hold XSMO as of Q2 2022.

  • IAG Wealth Partners reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 731 Invesco S&P SmallCap Momentum ETF shares in Q2 2022, an estimated $38K.
  • IAG Wealth Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2021 and held it in 2 quarters.
  • IAG Wealth Partners's Invesco S&P SmallCap Momentum ETF position peaked at $41K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.