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

Titleist Capital’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 		$1.8M Buy
38,174
+4,685
+14% +$227K 0.42% 56
2022
Q3 		$1.45M Buy
+33,489
New +$1.58M 0.33% 66

Other funds holding XSMO

LPL Financial
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
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Commonwealth Equity Services
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

Titleist Capital's XSMO Position: Q4 2022 in Review

Titleist Capital increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 14% in Q4 2022, buying an estimated $227K and bringing the position to 38,174 shares worth $1.8M. The position accounts for 0.42% of the portfolio, ranked #56.

Titleist Capital first reported a position in XSMO in Q3 2022 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold XSMO as of Q4 2022.

  • Titleist Capital held 38,174 shares of Invesco S&P SmallCap Momentum ETF worth $1.8M as of Q4 2022.
  • Titleist Capital bought 4,685 Invesco S&P SmallCap Momentum ETF shares in Q4 2022, an estimated $227K.
  • Invesco S&P SmallCap Momentum ETF made up 0.42% of Titleist Capital's portfolio in Q4 2022, its #56 holding.
  • Titleist Capital first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2022 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2022.

Based on Titleist Capital's 13F filing for Q4 2022, filed 12 Jan 2023.