Comprehensive Wealth Management LLC Has $734,000 Stake in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO)

Comprehensive Wealth Management LLC grew its holdings in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 6.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,103 shares of the company’s stock after purchasing an additional 648 shares during the period. Invesco S&P SmallCap Momentum ETF comprises 0.5% of Comprehensive Wealth Management LLC’s portfolio, making the stock its 19th largest holding. Comprehensive Wealth Management LLC owned about 0.16% of Invesco S&P SmallCap Momentum ETF worth $734,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. MGB Wealth Management LLC grew its stake in shares of Invesco S&P SmallCap Momentum ETF by 100.5% in the 4th quarter. MGB Wealth Management LLC now owns 401 shares of the company’s stock valued at $27,000 after buying an additional 201 shares in the last quarter. Global Retirement Partners LLC grew its stake in shares of Invesco S&P SmallCap Momentum ETF by 440.2% in the 4th quarter. Global Retirement Partners LLC now owns 443 shares of the company’s stock valued at $29,000 after buying an additional 361 shares in the last quarter. PNC Financial Services Group Inc. grew its stake in shares of Invesco S&P SmallCap Momentum ETF by 27.2% in the 4th quarter. PNC Financial Services Group Inc. now owns 1,208 shares of the company’s stock valued at $80,000 after buying an additional 258 shares in the last quarter. Glass Jacobson Investment Advisors llc grew its stake in shares of Invesco S&P SmallCap Momentum ETF by 23.3% in the 3rd quarter. Glass Jacobson Investment Advisors llc now owns 1,219 shares of the company’s stock valued at $81,000 after buying an additional 230 shares in the last quarter. Finally, Cullen Frost Bankers Inc. bought a new stake in shares of Invesco S&P SmallCap Momentum ETF in the 4th quarter valued at approximately $111,000.

Invesco S&P SmallCap Momentum ETF Stock Down 0.3 %

Shares of Invesco S&P SmallCap Momentum ETF stock opened at $62.29 on Friday. The stock has a market capitalization of $1.41 billion, a P/E ratio of 15.41 and a beta of 1.11. The stock has a 50 day moving average price of $66.28 and a two-hundred day moving average price of $67.13. Invesco S&P SmallCap Momentum ETF has a 12-month low of $55.99 and a 12-month high of $74.38.

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.