Invesco S&P SmallCap Momentum ETF $XSMO Shares Sold by Lodestone Wealth Management LLC

Lodestone Wealth Management LLC decreased its stake in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 3.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,848 shares of the company’s stock after selling 763 shares during the period. Lodestone Wealth Management LLC owned approximately 0.09% of Invesco S&P SmallCap Momentum ETF worth $1,486,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of XSMO. Sound Income Strategies LLC increased its position in shares of Invesco S&P SmallCap Momentum ETF by 191.3% during the second quarter. Sound Income Strategies LLC now owns 41,917 shares of the company’s stock worth $2,851,000 after acquiring an additional 27,526 shares during the last quarter. Mascagni Wealth Management Inc. grew its stake in Invesco S&P SmallCap Momentum ETF by 13.4% during the 2nd quarter. Mascagni Wealth Management Inc. now owns 20,303 shares of the company’s stock valued at $1,381,000 after purchasing an additional 2,394 shares in the last quarter. Accel Wealth Management increased its holdings in Invesco S&P SmallCap Momentum ETF by 3.5% during the 2nd quarter. Accel Wealth Management now owns 24,850 shares of the company’s stock worth $1,690,000 after purchasing an additional 850 shares during the last quarter. Concurrent Investment Advisors LLC purchased a new stake in Invesco S&P SmallCap Momentum ETF during the 2nd quarter worth approximately $253,000. Finally, Wealthcare Advisory Partners LLC acquired a new position in shares of Invesco S&P SmallCap Momentum ETF in the 2nd quarter valued at approximately $652,000.

Invesco S&P SmallCap Momentum ETF Stock Performance

XSMO opened at $69.82 on Thursday. The company has a market capitalization of $1.95 billion, a P/E ratio of 19.29 and a beta of 1.07. The company has a 50-day moving average of $72.62 and a 200-day moving average of $69.78. Invesco S&P SmallCap Momentum ETF has a 1-year low of $53.89 and a 1-year high of $74.71.

Invesco S&P SmallCap Momentum ETF Company Profile

The Invesco S&P SmallCap Momentum ETF (XSMO) is an exchange-traded fund that is based on the S&P Small Cap 600 Momentum index. The fund tracks an index of US small-caps stocks selected by momentum. Holdings are weighted by a combination of market cap and momentum. XSMO was launched on Mar 3, 2005 and is managed by Invesco.