Retirement Planning Group LLC Makes New Investment in Invesco S&P SmallCap Momentum ETF $XSMO

Retirement Planning Group LLC acquired a new stake in Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund acquired 48,442 shares of the company’s stock, valued at approximately $3,952,000. Retirement Planning Group LLC owned about 0.14% of Invesco S&P SmallCap Momentum ETF at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of XSMO. Envestnet Asset Management Inc. boosted its holdings in Invesco S&P SmallCap Momentum ETF by 4.0% in the second quarter. Envestnet Asset Management Inc. now owns 1,785,627 shares of the company’s stock worth $167,188,000 after purchasing an additional 69,188 shares in the last quarter. Cetera Investment Advisers raised its holdings in Invesco S&P SmallCap Momentum ETF by 7.3% during the first quarter. Cetera Investment Advisers now owns 870,093 shares of the company’s stock valued at $66,144,000 after buying an additional 59,526 shares in the last quarter. Gratus Wealth Advisors LLC raised its holdings in Invesco S&P SmallCap Momentum ETF by 6.0% during the first quarter. Gratus Wealth Advisors LLC now owns 520,253 shares of the company’s stock valued at $39,550,000 after buying an additional 29,366 shares in the last quarter. Bank of America Corp DE raised its holdings in Invesco S&P SmallCap Momentum ETF by 17.0% during the first quarter. Bank of America Corp DE now owns 474,699 shares of the company’s stock valued at $36,087,000 after buying an additional 68,961 shares in the last quarter. Finally, Apollon Wealth Management LLC raised its holdings in Invesco S&P SmallCap Momentum ETF by 1.1% during the first quarter. Apollon Wealth Management LLC now owns 389,278 shares of the company’s stock valued at $29,593,000 after buying an additional 4,347 shares in the last quarter.

Invesco S&P SmallCap Momentum ETF Price Performance

Shares of NYSEARCA:XSMO opened at $79.03 on Tuesday. Invesco S&P SmallCap Momentum ETF has a fifty-two week low of $68.59 and a fifty-two week high of $93.68. The business has a 50-day moving average of $83.73 and a two-hundred day moving average of $85.74. The stock has a market capitalization of $2.77 billion, a P/E ratio of 19.29 and a beta of 1.11.

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.