Clear Creek Financial Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Clear Creek Financial 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	$748K	Buy	7,984 +753	+10%	+$64.9K	0.05%	324
2026 Q1	$550K	Buy	7,231 +2,443	+51%	+$188K	0.04%	372
2025 Q4	$345K	Sell	4,788 -11	-0.2%	-$801	0.03%	465
2025 Q3	$353K	Buy	4,799 +180	+4%	+$12.7K	0.03%	442
2025 Q2	$314K	Buy	+4,619	New	+$295K	0.03%	431

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Clear Creek Financial Management's XSMO Position: Q2 2026 in Review

Clear Creek Financial Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 10% in Q2 2026, buying an estimated $64.9K and bringing the position to 7,984 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #324.

Clear Creek Financial Management first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Clear Creek Financial Management held 7,984 shares of Invesco S&P SmallCap Momentum ETF worth $748K as of Q2 2026.
Clear Creek Financial Management bought 753 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $64.9K.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #324 holding.
Clear Creek Financial Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.