Koshinski Asset Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Koshinski Asset Management’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	-400	Closed	-$20.8K	–	1994
2022 Q1	$20.8K	Hold	400	–	–	﹤0.01%	1399
2021 Q4	$22.6K	Hold	400	–	–	﹤0.01%	1406
2021 Q3	$21.3K	Buy	+400	New	+$21.2K	﹤0.01%	1446
2018 Q4	–	Sell	-6,704	Closed	-$267K	–	535
2018 Q3	$267K	Buy	+6,704	New	+$261K	0.04%	439

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Koshinski Asset Management's XSMO Position: Q2 2022 in Review

Koshinski Asset Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2022, closing a stake of 400 shares — an estimated $20.8K sold.

Koshinski Asset Management first reported a position in XSMO in Q3 2018 and held it in 4 quarters. The position peaked at $267K in Q3 2018. 58 funds tracked by Wall St. Rank hold XSMO as of Q2 2022.

Koshinski Asset Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 400 Invesco S&P SmallCap Momentum ETF shares in Q2 2022, an estimated $20.8K.
Koshinski Asset Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2018 and held it in 4 quarters.
Koshinski Asset Management's Invesco S&P SmallCap Momentum ETF position peaked at $267K in Q3 2018.
58 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.