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

MCF 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
2018
Q3 		– Sell
-40
Closed -$1K – 500
2018
Q2 		$1K Buy
+40
New +$1.42K ﹤0.01% 428

Other funds holding XSMO

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

MCF Advisors's XSMO Position: Q3 2018 in Review

MCF Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2018, closing a stake of 40 shares — an estimated $1K sold.

MCF Advisors first reported a position in XSMO in Q2 2018 and held it in 1 quarter. The position peaked at $1K in Q2 2018. 30 funds tracked by Wall St. Rank hold XSMO as of Q3 2018.

  • MCF Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2018 after selling out during the quarter.
  • MCF Advisors sold 40 Invesco S&P SmallCap Momentum ETF shares in Q3 2018, an estimated $1K.
  • MCF Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2018 and held it in 1 quarter.
  • MCF Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $1K in Q2 2018.
  • 30 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2018.

Based on MCF Advisors's 13F filing for Q3 2018, filed 24 Oct 2018.