Wilbanks Smith & Thomas Asset Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Wilbanks Smith & Thomas Asset 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
2021 Q1	–	Sell	-4,440	Closed	-$211K	–	500
2020 Q4	$211K	Buy	+4,440	New	+$196K	0.01%	403
2018 Q4	–	Sell	-4,440	Closed	-$177K	–	1329
2018 Q3	$177K	Buy	+4,440	New	+$173K	0.01%	419

Other funds holding XSMO

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's XSMO Position: Q1 2021 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2021, closing a stake of 4,440 shares — an estimated $211K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in XSMO in Q3 2018 and held it in 2 quarters. The position peaked at $211K in Q4 2020. 49 funds tracked by Wall St. Rank hold XSMO as of Q1 2021.

Wilbanks Smith & Thomas Asset Management reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2021 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 4,440 Invesco S&P SmallCap Momentum ETF shares in Q1 2021, an estimated $211K.
Wilbanks Smith & Thomas Asset Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2018 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's Invesco S&P SmallCap Momentum ETF position peaked at $211K in Q4 2020.
49 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2021.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2021, filed 11 May 2021.