Number of Shares
183,401.00
Current Holdings Value*
$11.51 Mil
% of Portfolio
2.3%
Total Estimate Gain
$3.04 Mil
% of Total Estimate Gain
30.59%

Armbruster Capital Management, Inc.'s Invesco S&P SmallCap Momentum ETF Holding Summary

As of 2025-03-31, Armbruster Capital Management, Inc. held 183,401.00 shares of Invesco S&P SmallCap Momentum ETF(XSMO), totaling $11.51 Mil. This investment constitutes 2.3% of their stock portfolio, and Armbruster Capital Management, Inc. now holds 0.82% of the outstanding Invesco S&P SmallCap Momentum ETF(XSMO) stock.

The initial trade took place in 2021Q2. And since then Armbruster Capital Management, Inc. has made 14 purchases of XSMO, at an average price of $52.23, for a total of 190,196.00 shares. In addition, there have been 2 sales at an average price of $62.44 for 6,795.00 shares. Based on historical transaction data and XSMO's current price of $68.42, Armbruster Capital Management, Inc.'s estimated gain on his XSMO holdings is $3.04 Mil, reflecting a 30.59% gain to date.

Armbruster Capital Management, Inc. XSMO ($68.42) Holding Chart

Armbruster Capital Management, Inc. XSMO ($68.42) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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