Invesco S&P SmallCap Momentum ETF $XSMO Holdings Cut by Lodestone Wealth Management LLC

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

Other institutional investors and hedge funds have also made changes to their positions in the company. Real Talk Capital LLC lifted its holdings in shares of Invesco S&P SmallCap Momentum ETF by 14.6% in the 2nd quarter. Real Talk Capital LLC now owns 7,813 shares of the company’s stock worth $531,000 after purchasing an additional 998 shares during the last quarter. Perennial Investment Advisors LLC grew its stake in Invesco S&P SmallCap Momentum ETF by 63.4% during the 2nd quarter. Perennial Investment Advisors LLC now owns 21,947 shares of the company’s stock worth $1,493,000 after buying an additional 8,518 shares during the last quarter. SFI Advisors LLC increased its position in Invesco S&P SmallCap Momentum ETF by 36.7% in the second quarter. SFI Advisors LLC now owns 27,625 shares of the company’s stock worth $1,879,000 after buying an additional 7,415 shares during the period. Kingsview Wealth Management LLC bought a new stake in Invesco S&P SmallCap Momentum ETF in the second quarter valued at $323,000. Finally, Avantax Advisory Services Inc. lifted its stake in Invesco S&P SmallCap Momentum ETF by 39.6% in the second quarter. Avantax Advisory Services Inc. now owns 69,685 shares of the company’s stock valued at $4,740,000 after buying an additional 19,777 shares during the last quarter.

Invesco S&P SmallCap Momentum ETF Stock Performance

Shares of XSMO opened at $69.82 on Thursday. The firm has a fifty day moving average of $72.62 and a 200-day moving average of $69.78. The company has a market cap of $1.95 billion, a price-to-earnings ratio of 19.29 and a beta of 1.07. 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.