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

Nordwand 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
2024
Q2 		– Sell
-135
Closed -$8.14K – 178
2024
Q1 		$8.14K Hold
135
– – ﹤0.01% 134
2023
Q4 		$7.65K Hold
135
– – ﹤0.01% 124
2023
Q3 		$6.55K Hold
135
– – ﹤0.01% 105
2023
Q2 		$6.54K Hold
135
– – ﹤0.01% 98
2023
Q1 		$6.25K Buy
+135
New +$6.46K ﹤0.01% 106

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Nordwand Advisors's XSMO Position: Q2 2024 in Review

Nordwand Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2024, closing a stake of 135 shares — an estimated $8.14K sold.

Nordwand Advisors first reported a position in XSMO in Q1 2023 and held it in 5 quarters. The position peaked at $8.14K in Q1 2024. 106 funds tracked by Wall St. Rank hold XSMO as of Q2 2024.

  • Nordwand Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Nordwand Advisors sold 135 Invesco S&P SmallCap Momentum ETF shares in Q2 2024, an estimated $8.14K.
  • Nordwand Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and held it in 5 quarters.
  • Nordwand Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $8.14K in Q1 2024.
  • 106 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2024.

Based on Nordwand Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.