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

Milestone Wealth’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
Q3 		$5K Sell
117
-7
-6% -$330 0.01% 201
2022
Q2 		$5K Hold
124
– – 0.01% 209
2022
Q1 		$7K Hold
124
– – 0.01% 218
2021
Q4 		$7K Buy
+124
New +$7.02K 0.01% 218

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TC
Titleist Capital San Antonio, Texas $427M AUM 24.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Wealth's XSMO Position: Q3 2022 in Review

Milestone Wealth reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 5.6% in Q3 2022, selling an estimated $330 and leaving 117 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #201.

Milestone Wealth first reported a position in XSMO in Q4 2021 and has held it in 4 quarters since. The position peaked at $7K in Q1 2022. 56 funds tracked by Wall St. Rank hold XSMO as of Q3 2022.

  • Milestone Wealth held 117 shares of Invesco S&P SmallCap Momentum ETF worth $5K as of Q3 2022.
  • Milestone Wealth sold 7 Invesco S&P SmallCap Momentum ETF shares in Q3 2022, an estimated $330.
  • Invesco S&P SmallCap Momentum ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #201 holding.
  • Milestone Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Invesco S&P SmallCap Momentum ETF position peaked at $7K in Q1 2022.
  • 56 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.