Masso Torrence Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Masso Torrence Wealth 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
2023 Q4	–	Sell	-12,647	Closed	-$613K	–	96
2023 Q3	$613K	Sell	12,647 -1,421	-10%	-$70.4K	0.47%	48
2023 Q2	$682K	Buy	14,068 +773	+6%	+$35.4K	0.49%	47
2023 Q1	$616K	Buy	13,295 +159	+1%	+$7.61K	0.49%	50
2022 Q4	$619K	Buy	+13,136	New	+$637K	0.49%	49

Other funds holding XSMO

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

MFG

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Masso Torrence Wealth Management's XSMO Position: Q4 2023 in Review

Masso Torrence Wealth Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2023, closing a stake of 12,647 shares — an estimated $613K sold.

Masso Torrence Wealth Management first reported a position in XSMO in Q4 2022 and held it in 4 quarters. The position peaked at $682K in Q2 2023. 78 funds tracked by Wall St. Rank hold XSMO as of Q4 2023.

Masso Torrence Wealth Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2023 after selling out during the quarter.
Masso Torrence Wealth Management sold 12,647 Invesco S&P SmallCap Momentum ETF shares in Q4 2023, an estimated $613K.
Masso Torrence Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and held it in 4 quarters.
Masso Torrence Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $682K in Q2 2023.
78 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.