Brown Miller Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Brown Miller 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	$3.31M	Buy	35,367 +1,742	+5%	+$150K	0.83%	29
2026 Q1	$2.56M	Buy	33,625 +2,581	+8%	+$199K	0.73%	35
2025 Q4	$2.24M	Buy	31,044 +5,814	+23%	+$423K	0.62%	42
2025 Q3	$1.86M	Buy	+25,230	New	+$1.78M	0.53%	48

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

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

SIS

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

FPGK

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Brown Miller Wealth Management's XSMO Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 5.2% in Q2 2026, buying an estimated $150K and bringing the position to 35,367 shares worth $3.31M. The position accounts for 0.83% of the portfolio, ranked #29.

Brown Miller Wealth Management first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. 85 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Brown Miller Wealth Management held 35,367 shares of Invesco S&P SmallCap Momentum ETF worth $3.31M as of Q2 2026.
Brown Miller Wealth Management bought 1,742 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $150K.
Invesco S&P SmallCap Momentum ETF made up 0.83% of Brown Miller Wealth Management's portfolio in Q2 2026, its #29 holding.
Brown Miller Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
85 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.