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

Realta Investment 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
Q3 		– Sell
-580
Closed -$34.9K – 783
2024
Q2 		$34.9K Buy
580
+400
+222% +$23.8K 0.01% 566
2024
Q1 		$10.9K Buy
+180
New +$10.3K ﹤0.01% 692

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Realta Investment Advisors's XSMO Position: Q3 2024 in Review

Realta Investment Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2024, closing a stake of 580 shares — an estimated $34.9K sold.

Realta Investment Advisors first reported a position in XSMO in Q1 2024 and held it in 2 quarters. The position peaked at $34.9K in Q2 2024. 173 funds tracked by Wall St. Rank hold XSMO as of Q3 2024.

  • Realta Investment Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 580 Invesco S&P SmallCap Momentum ETF shares in Q3 2024, an estimated $34.9K.
  • Realta Investment Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $34.9K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.