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Magnolia Capital Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Magnolia Capital Advisors’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
2021
Q3 		– Sell
-4,981
Closed -$273K – 194
2021
Q2 		$273K Buy
+4,981
New +$259K 0.12% 113

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Magnolia Capital Advisors's XSMO Position: Q3 2021 in Review

Magnolia Capital Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2021, closing a stake of 4,981 shares — an estimated $273K sold.

Magnolia Capital Advisors first reported a position in XSMO in Q2 2021 and held it in 1 quarter. The position peaked at $273K in Q2 2021. 49 funds tracked by Wall St. Rank hold XSMO as of Q3 2021.

  • Magnolia Capital Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Magnolia Capital Advisors sold 4,981 Invesco S&P SmallCap Momentum ETF shares in Q3 2021, an estimated $273K.
  • Magnolia Capital Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2021 and held it in 1 quarter.
  • Magnolia Capital Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $273K in Q2 2021.
  • 49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2021.

Based on Magnolia Capital Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.