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Brookwood Investment Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Brookwood Investment Group’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
Q1 		– Sell
-17,426
Closed -$1.25M – 611
2025
Q4 		$1.25M Buy
+17,426
New +$1.27M 0.15% 136
2025
Q3 		– Sell
-7,835
Closed -$533K – 555
2025
Q2 		$533K Buy
+7,835
New +$500K 0.09% 220

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brookwood Investment Group's XSMO Position: Q1 2026 in Review

Brookwood Investment Group sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026, closing a stake of 17,426 shares — an estimated $1.25M sold.

Brookwood Investment Group first reported a position in XSMO in Q2 2025 and held it in 2 quarters. The position peaked at $1.25M in Q4 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Brookwood Investment Group reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 17,426 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $1.25M.
  • Brookwood Investment Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Invesco S&P SmallCap Momentum ETF position peaked at $1.25M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Brookwood Investment Group's 13F filing for Q1 2026, filed 4 May 2026.