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Money Concepts Capital’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,357
Closed -$64K – 2955
2022
Q4 		$64K Buy
+1,357
New +$65.8K ﹤0.01% 1159
2022
Q2 		– Sell
-1,357
Closed -$70K – 2650
2022
Q1 		$70K Buy
+1,357
New +$70.2K ﹤0.01% 1111

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Money Concepts Capital's XSMO Position: Q1 2023 in Review

Money Concepts Capital sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2023, closing a stake of 1,357 shares — an estimated $64K sold.

Money Concepts Capital first reported a position in XSMO in Q1 2022 and held it in 2 quarters. The position peaked at $70K in Q1 2022. 66 funds tracked by Wall St. Rank hold XSMO as of Q1 2023.

  • Money Concepts Capital reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,357 Invesco S&P SmallCap Momentum ETF shares in Q1 2023, an estimated $64K.
  • Money Concepts Capital first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Invesco S&P SmallCap Momentum ETF position peaked at $70K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.