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B. Riley Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

B. Riley 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
-6,976
Closed -$438K – 1389
2025
Q1 		$438K Buy
6,976
+401
+6% +$26.4K 0.01% 813
2024
Q4 		$435K Buy
6,575
+1,067
+19% +$73.3K 0.01% 744
2024
Q3 		$363K Buy
+5,508
New +$351K 0.01% 870

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $187B AUM 21.7% 1-Year Est. Return

B. Riley Wealth Advisors's XSMO Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2025, closing a stake of 6,976 shares — an estimated $438K sold.

B. Riley Wealth Advisors first reported a position in XSMO in Q3 2024 and held it in 3 quarters. The position peaked at $438K in Q1 2025. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 6,976 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $438K.
  • B. Riley Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and held it in 3 quarters.
  • B. Riley Wealth Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $438K in Q1 2025.
  • 230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.