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Archvest Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Archvest Wealth Advisors’s Portfolio XSMO Stock Details XSMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-77,091
Closed -$4.84M – 68
2025
Q1 		$4.84M Buy
+77,091
New +$5.07M 4% 9

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Archvest Wealth Advisors's XSMO Position: Q2 2025 in Review

Archvest Wealth Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2025, closing a stake of 77,091 shares — an estimated $4.84M sold.

Archvest Wealth Advisors first reported a position in XSMO in Q1 2025 and held it in 1 quarter. The position peaked at $4.84M in Q1 2025. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

  • Archvest Wealth Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • Archvest Wealth Advisors sold 77,091 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $4.84M.
  • Archvest Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and held it in 1 quarter.
  • Archvest Wealth Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $4.84M in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on Archvest Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.