Aviance Capital Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Aviance Capital Partners’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
2026 Q2	$486K	Hold	5,187	–	–	0.05%	261
2026 Q1	$394K	Hold	5,187	–	–	0.05%	270
2025 Q4	$374K	Hold	5,187	–	–	0.04%	274
2025 Q3	$382K	Hold	5,187	–	–	0.05%	270
2025 Q2	$353K	Hold	5,187	–	–	0.05%	267
2025 Q1	$325K	Buy	+5,187	New	+$341K	0.05%	261

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Aviance Capital Partners's XSMO Position: Q2 2026 in Review

Aviance Capital Partners held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 5,187 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #261.

Aviance Capital Partners first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Aviance Capital Partners held 5,187 shares of Invesco S&P SmallCap Momentum ETF worth $486K as of Q2 2026.
Aviance Capital Partners left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Aviance Capital Partners's portfolio in Q2 2026, its #261 holding.
Aviance Capital Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.