EPG Wealth Management LLC Buys 9,971 Shares of Invesco S&P SmallCap Momentum ETF $XSMO

EPG Wealth Management LLC grew its position in shares of Invesco S&P SmallCap Momentum ETF (NYSEARCA:XSMO) by 12.8% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 87,751 shares of the company’s stock after purchasing an additional 9,971 shares during the quarter. Invesco S&P SmallCap Momentum ETF comprises approximately 1.8% of EPG Wealth Management LLC’s investment portfolio, making the stock its 11th largest position. EPG Wealth Management LLC’s holdings in Invesco S&P SmallCap Momentum ETF were worth $6,456,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of XSMO. Brown Miller Wealth Management LLC bought a new stake in Invesco S&P SmallCap Momentum ETF during the third quarter valued at $1,856,000. Mascagni Wealth Management Inc. raised its position in shares of Invesco S&P SmallCap Momentum ETF by 13.4% in the 2nd quarter. Mascagni Wealth Management Inc. now owns 20,303 shares of the company’s stock worth $1,381,000 after acquiring an additional 2,394 shares in the last quarter. Perennial Investment Advisors LLC lifted its stake in shares of Invesco S&P SmallCap Momentum ETF by 63.4% in the 2nd quarter. Perennial Investment Advisors LLC now owns 21,947 shares of the company’s stock valued at $1,493,000 after purchasing an additional 8,518 shares during the period. Arkadios Wealth Advisors boosted its position in shares of Invesco S&P SmallCap Momentum ETF by 10.7% during the 3rd quarter. Arkadios Wealth Advisors now owns 95,291 shares of the company’s stock valued at $7,011,000 after purchasing an additional 9,249 shares in the last quarter. Finally, Accel Wealth Management grew its stake in Invesco S&P SmallCap Momentum ETF by 3.5% during the second 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 period.

Invesco S&P SmallCap Momentum ETF Stock Performance

Shares of XSMO stock opened at $76.49 on Wednesday. Invesco S&P SmallCap Momentum ETF has a fifty-two week low of $53.89 and a fifty-two week high of $79.18. The stock has a 50 day simple moving average of $74.22 and a two-hundred day simple moving average of $72.48. The company has a market cap of $2.22 billion, a P/E 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.