WCG Wealth Advisors LLC Buys New Position in Invesco S&P SmallCap Momentum ETF $XSMO

WCG Wealth Advisors LLC purchased a new position in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 10,863 shares of the company’s stock, valued at approximately $739,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Capstone Wealth Management Group LLC grew its position in shares of Invesco S&P SmallCap Momentum ETF by 138.0% during the first quarter. Capstone Wealth Management Group LLC now owns 46,666 shares of the company’s stock worth $2,928,000 after acquiring an additional 27,061 shares during the last quarter. US Bancorp DE acquired a new stake in Invesco S&P SmallCap Momentum ETF during the 1st quarter worth $115,000. Thoroughbred Financial Services LLC grew its position in Invesco S&P SmallCap Momentum ETF by 26.0% during the 1st quarter. Thoroughbred Financial Services LLC now owns 31,123 shares of the company’s stock worth $1,952,000 after purchasing an additional 6,422 shares during the last quarter. Atria Wealth Solutions Inc. acquired a new position in Invesco S&P SmallCap Momentum ETF in the first quarter valued at $524,000. Finally, Cooper Financial Group raised its holdings in shares of Invesco S&P SmallCap Momentum ETF by 4.0% in the first quarter. Cooper Financial Group now owns 108,250 shares of the company’s stock valued at $6,793,000 after buying an additional 4,147 shares during the last quarter.

Invesco S&P SmallCap Momentum ETF Stock Performance

Shares of XSMO opened at $73.09 on Thursday. Invesco S&P SmallCap Momentum ETF has a fifty-two week low of $53.89 and a fifty-two week high of $74.71. The firm has a 50-day simple moving average of $72.40 and a 200-day simple moving average of $70.29. The company has a market capitalization of $2.04 billion, a price-to-earnings ratio of 19.29 and a beta of 1.07.

Invesco S&P SmallCap Momentum ETF 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.