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

Professional Financial 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
2022 Q4	–	Sell	-419	Closed	-$18K	–	480
2022 Q3	$18K	Buy	419 +1	+0.2%	+$47	0.01%	241
2022 Q2	$18K	Buy	418 +2	+0.5%	+$96	0.01%	242
2022 Q1	$22K	Hold	416	–	–	0.01%	233
2021 Q4	$23K	Buy	416 +1	+0.2%	+$57	0.01%	239
2021 Q3	$22K	Sell	415 -115	-22%	-$6.09K	0.01%	206
2021 Q2	$29K	Hold	530	–	–	0.02%	188
2021 Q1	$28K	Buy	530 +1	+0.2%	+$52	0.02%	170
2020 Q4	$25K	Hold	529	–	–	0.02%	175
2020 Q3	$21K	Buy	+529	New	+$20.8K	0.02%	166

Other funds holding XSMO

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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Professional Financial Advisors's XSMO Position: Q4 2022 in Review

Professional Financial Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q4 2022, closing a stake of 419 shares — an estimated $18K sold.

Professional Financial Advisors first reported a position in XSMO in Q3 2020 and held it in 9 quarters. The position peaked at $29K in Q2 2021. 63 funds tracked by Wall St. Rank hold XSMO as of Q4 2022.

Professional Financial Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 419 Invesco S&P SmallCap Momentum ETF shares in Q4 2022, an estimated $18K.
Professional Financial Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $29K in Q2 2021.
63 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.