S
XSMO icon

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

Sunpointe’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
2025
Q1 		– Sell
-3,254
Closed -$215K – 202
2024
Q4 		$215K Buy
3,254
+140
+4% +$9.62K 0.11% 171
2024
Q3 		$206K Buy
+3,114
New +$198K 0.17% 157

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sunpointe's XSMO Position: Q1 2025 in Review

Sunpointe sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2025, closing a stake of 3,254 shares — an estimated $215K sold.

Sunpointe first reported a position in XSMO in Q3 2024 and held it in 2 quarters. The position peaked at $215K in Q4 2024. 209 funds tracked by Wall St. Rank hold XSMO as of Q1 2025.

  • Sunpointe reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2025 after selling out during the quarter.
  • Sunpointe sold 3,254 Invesco S&P SmallCap Momentum ETF shares in Q1 2025, an estimated $215K.
  • Sunpointe first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and held it in 2 quarters.
  • Sunpointe's Invesco S&P SmallCap Momentum ETF position peaked at $215K in Q4 2024.
  • 209 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2025.

Based on Sunpointe's 13F filing for Q1 2025, filed 7 May 2025.