Tradition Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Tradition Wealth 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
2024 Q1	–	Sell	-405	Closed	-$23K	–	1215
2023 Q4	$23K	Hold	405	–	–	﹤0.01%	807
2023 Q3	$20K	Buy	405 +1	+0.2%	+$50	﹤0.01%	849
2023 Q2	$20K	Buy	404 +1	+0.2%	+$46	﹤0.01%	890
2023 Q1	$19K	Buy	403 +2	+0.5%	+$96	﹤0.01%	849
2022 Q4	$19K	Buy	401 +2	+0.5%	+$97	﹤0.01%	767
2022 Q3	$17K	Buy	399 +2	+0.5%	+$94	﹤0.01%	804
2022 Q2	$17K	Buy	397 +1	+0.3%	+$48	﹤0.01%	684
2022 Q1	$21K	Buy	+396	New	+$20.5K	﹤0.01%	707

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

MFG

Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return

Tradition Wealth Management's XSMO Position: Q1 2024 in Review

Tradition Wealth Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2024, closing a stake of 405 shares — an estimated $23K sold.

Tradition Wealth Management first reported a position in XSMO in Q1 2022 and held it in 8 quarters. The position peaked at $23K in Q4 2023. 90 funds tracked by Wall St. Rank hold XSMO as of Q1 2024.

Tradition Wealth Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 405 Invesco S&P SmallCap Momentum ETF shares in Q1 2024, an estimated $23K.
Tradition Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and held it in 8 quarters.
Tradition Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $23K in Q4 2023.
90 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.