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Monumental Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Monumental Financial Group’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
Q2 		– Sell
-12,521
Closed -$652K – 113
2021
Q1 		$652K Buy
+12,521
New +$656K 0.62% 30

Other funds holding XSMO

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $742M AUM 17.39% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Monumental Financial Group's XSMO Position: Q2 2021 in Review

Monumental Financial Group sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2021, closing a stake of 12,521 shares — an estimated $652K sold.

Monumental Financial Group first reported a position in XSMO in Q1 2021 and held it in 1 quarter. The position peaked at $652K in Q1 2021. 47 funds tracked by Wall St. Rank hold XSMO as of Q2 2021.

  • Monumental Financial Group reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2021 after selling out during the quarter.
  • Monumental Financial Group sold 12,521 Invesco S&P SmallCap Momentum ETF shares in Q2 2021, an estimated $652K.
  • Monumental Financial Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2021 and held it in 1 quarter.
  • Monumental Financial Group's Invesco S&P SmallCap Momentum ETF position peaked at $652K in Q1 2021.
  • 47 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2021.

Based on Monumental Financial Group's 13F filing for Q2 2021, filed 12 Aug 2021.