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

Comprehensive 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
Q1 		$1.8M Buy
23,716
+1,086
+5% +$83.8K 0.91% 20
2025
Q4 		$1.63M Buy
22,630
+2,393
+12% +$174K 0.96% 24
2025
Q3 		$1.49M Buy
20,237
+4,347
+27% +$307K 1.06% 21
2025
Q2 		$1.08M Buy
15,890
+2,718
+21% +$173K 0.87% 23
2025
Q1 		$827K Buy
13,172
+2,069
+19% +$136K 0.58% 25
2024
Q4 		$734K Buy
11,103
+648
+6% +$44.5K 0.55% 19
2024
Q3 		$692K Buy
10,455
+240
+2% +$15.3K 0.45% 17
2024
Q2 		$613K Buy
10,215
+1,247
+14% +$74.3K 0.45% 17
2024
Q1 		$541K Sell
8,968
-453
-5% -$25.9K 0.42% 20
2023
Q4 		$534K Sell
9,421
-706
-7% -$35.4K 0.48% 22
2023
Q3 		$491K Buy
10,127
+150
+2% +$7.43K 0.46% 22
2023
Q2 		$484K Buy
9,977
+211
+2% +$9.66K 0.42% 24
2023
Q1 		$452K Buy
+9,766
New +$467K 0.37% 25

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 $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Comprehensive Wealth Management's XSMO Position: Q1 2026 in Review

Comprehensive Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 4.8% in Q1 2026, buying an estimated $83.8K and bringing the position to 23,716 shares worth $1.8M. The position accounts for 0.91% of the portfolio, ranked #20.

Comprehensive Wealth Management first reported a position in XSMO in Q1 2023 and has held it in 13 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Comprehensive Wealth Management held 23,716 shares of Invesco S&P SmallCap Momentum ETF worth $1.8M as of Q1 2026.
  • Comprehensive Wealth Management bought 1,086 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $83.8K.
  • Invesco S&P SmallCap Momentum ETF made up 0.91% of Comprehensive Wealth Management's portfolio in Q1 2026, its #20 holding.
  • Comprehensive Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and has held it in 13 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.