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WR Wealth Planners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

WR Wealth Planners’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
Q4 		$1.39K Hold
21
– – ﹤0.01% 897
2024
Q3 		$1.39K Buy
+21
New +$1.34K ﹤0.01% 946

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

WR Wealth Planners's XSMO Position: Q4 2024 in Review

WR Wealth Planners held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q4 2024 at 21 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

WR Wealth Planners first reported a position in XSMO in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.39K in Q3 2024. 203 funds tracked by Wall St. Rank hold XSMO as of Q4 2024.

  • WR Wealth Planners held 21 shares of Invesco S&P SmallCap Momentum ETF worth $1.39K as of Q4 2024.
  • WR Wealth Planners left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q4 2024.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #897 holding.
  • WR Wealth Planners first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 2 quarters since.
  • WR Wealth Planners's Invesco S&P SmallCap Momentum ETF position peaked at $1.39K in Q3 2024.
  • 203 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.