Colonial River Investments’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Colonial River Investments’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	$2.39M	Buy	25,547 +11,473	+82%	+$989K	0.68%	37
2026 Q1	$1.07M	Buy	14,074 +4,109	+41%	+$317K	0.38%	55
2025 Q4	$718K	Buy	9,965 +200	+2%	+$14.6K	0.26%	79
2025 Q3	$718K	Buy	+9,765	New	+$690K	0.27%	84

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RWA

River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

FFN

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

Colonial River Investments's XSMO Position: Q2 2026 in Review

Colonial River Investments increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 82% in Q2 2026, buying an estimated $989K and bringing the position to 25,547 shares worth $2.39M. The position accounts for 0.68% of the portfolio, ranked #37.

Colonial River Investments first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Colonial River Investments held 25,547 shares of Invesco S&P SmallCap Momentum ETF worth $2.39M as of Q2 2026.
Colonial River Investments bought 11,473 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $989K.
Invesco S&P SmallCap Momentum ETF made up 0.68% of Colonial River Investments's portfolio in Q2 2026, its #37 holding.
Colonial River Investments first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
195 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.