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

Win Advisors’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
Q1 		– Sell
-1,186
Closed -$55.9K – 151
2022
Q4 		$55.9K Buy
+1,186
New +$57.5K 0.02% 30

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MFG
Marmo Financial Group Johnson City, Tennessee $202M AUM 13.32% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Win Advisors's XSMO Position: Q1 2023 in Review

Win Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2023, closing a stake of 1,186 shares — an estimated $55.9K sold.

Win Advisors first reported a position in XSMO in Q4 2022 and held it in 1 quarter. The position peaked at $55.9K in Q4 2022. 66 funds tracked by Wall St. Rank hold XSMO as of Q1 2023.

  • Win Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2023 after selling out during the quarter.
  • Win Advisors sold 1,186 Invesco S&P SmallCap Momentum ETF shares in Q1 2023, an estimated $55.9K.
  • Win Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2022 and held it in 1 quarter.
  • Win Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $55.9K in Q4 2022.
  • 66 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2023.

Based on Win Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.