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TD Ameritrade Investment Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

TD Ameritrade Investment Management’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
2023
Q3 		– Sell
-2,148
Closed -$104K – 531
2023
Q2 		$104K Sell
2,148
-483
-18% -$22.1K ﹤0.01% 212
2023
Q1 		$122K Sell
2,631
-304
-10% -$14.5K ﹤0.01% 205
2022
Q4 		$138K Sell
2,935
-285
-9% -$13.8K ﹤0.01% 213
2022
Q3 		$140K Sell
3,220
-690
-18% -$32.5K ﹤0.01% 226
2022
Q2 		$172K Sell
3,910
-327
-8% -$15.7K ﹤0.01% 231
2022
Q1 		$220K Sell
4,237
-131
-3% -$6.78K ﹤0.01% 236
2021
Q4 		$247K Sell
4,368
-2,275
-34% -$129K ﹤0.01% 232
2021
Q3 		$266K Buy
6,643
+1,977
+42% +$105K ﹤0.01% 197
2021
Q2 		$255K Sell
4,666
-1,354
-22% -$70.5K ﹤0.01% 216
2021
Q1 		$286K Hold
6,020
– – ﹤0.01% 194
2020
Q4 		$286K Sell
6,020
-623
-9% -$27.5K ﹤0.01% 194
2020
Q3 		$266K Sell
6,643
-701
-10% -$27.5K ﹤0.01% 197
2020
Q2 		$265K Sell
7,344
-455
-6% -$15.1K ﹤0.01% 192
2020
Q1 		$228K Buy
7,799
+7,332
+1,570% +$270K ﹤0.01% 193
2019
Q4 		$18K Buy
+467
New +$17.8K ﹤0.01% 401

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

TD Ameritrade Investment Management's XSMO Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q3 2023, closing a stake of 2,148 shares — an estimated $104K sold.

TD Ameritrade Investment Management first reported a position in XSMO in Q4 2019 and held it in 15 quarters. The position peaked at $286K in Q1 2021. 63 funds tracked by Wall St. Rank hold XSMO as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,148 Invesco S&P SmallCap Momentum ETF shares in Q3 2023, an estimated $104K.
  • TD Ameritrade Investment Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2019 and held it in 15 quarters.
  • TD Ameritrade Investment Management's Invesco S&P SmallCap Momentum ETF position peaked at $286K in Q1 2021.
  • 63 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.