Bright Futures Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Bright Futures Wealth Management’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	$354K	Sell	3,785 -111	-3%	-$9.56K	0.23%	122
2026 Q1	$296K	Buy	3,896 +262	+7%	+$20.2K	0.2%	120
2025 Q4	$262K	Buy	3,634 +19	+0.5%	+$1.38K	0.19%	122
2025 Q3	$266K	Buy	+3,615	New	+$256K	0.21%	110
2025 Q1	–	Sell	-3,066	Closed	-$212K	–	128
2024 Q4	$212K	Buy	+3,066	New	+$211K	0.19%	115

Other funds holding XSMO

AWM

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

CWP

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Bright Futures Wealth Management's XSMO Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 2.8% in Q2 2026, selling an estimated $9.56K and leaving 3,785 shares worth $354K. The position accounts for 0.23% of the portfolio, ranked #122.

Bright Futures Wealth Management first reported a position in XSMO in Q4 2024 and has held it in 5 quarters since. 139 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Bright Futures Wealth Management held 3,785 shares of Invesco S&P SmallCap Momentum ETF worth $354K as of Q2 2026.
Bright Futures Wealth Management sold 111 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $9.56K.
Invesco S&P SmallCap Momentum ETF made up 0.23% of Bright Futures Wealth Management's portfolio in Q2 2026, its #122 holding.
Bright Futures Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 5 quarters since.
139 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.