Clark Wealth Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Clark Wealth 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	$16.8M	Sell	179,445 -8,174	-4%	-$704K	9.49%	3
2026 Q1	$14.3M	Sell	187,619 -33,191	-15%	-$2.56M	9.58%	4
2025 Q4	$15.9M	Hold	220,810	–	–	9.69%	4
2025 Q3	$15.9M	Sell	220,810 -32,211	-13%	-$2.28M	9.69%	4
2025 Q2	$17.2M	Buy	253,021 +252,374	+39,007%	+$16.1M	11.61%	2
2025 Q1	$40.6K	Buy	647 +16	+3%	+$1.05K	0.03%	101
2024 Q4	$41.7K	Buy	+631	New	+$43.4K	0.03%	81

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

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

GWA

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

Clark Wealth Partners's XSMO Position: Q2 2026 in Review

Clark Wealth Partners reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 4.4% in Q2 2026, selling an estimated $704K and leaving 179,445 shares worth $16.8M. The position accounts for 9.49% of the portfolio, ranked #3.

Clark Wealth Partners first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.2M in Q2 2025. 306 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Clark Wealth Partners held 179,445 shares of Invesco S&P SmallCap Momentum ETF worth $16.8M as of Q2 2026.
Clark Wealth Partners sold 8,174 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $704K.
Invesco S&P SmallCap Momentum ETF made up 9.49% of Clark Wealth Partners's portfolio in Q2 2026, its #3 holding.
Clark Wealth Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Clark Wealth Partners's Invesco S&P SmallCap Momentum ETF position peaked at $17.2M in Q2 2025.
306 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.