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

Congress 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
2025
Q2 		$2.62M Buy
38,524
+1,455
+4% +$92.8K 0.03% 514
2025
Q1 		$2.33M Buy
+37,069
New +$2.44M 0.03% 462

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Congress Wealth Management's XSMO Position: Q2 2025 in Review

Congress Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.9% in Q2 2025, buying an estimated $92.8K and bringing the position to 38,524 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #514.

Congress Wealth Management first reported a position in XSMO in Q1 2025 and has held it in 2 quarters since. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

  • Congress Wealth Management held 38,524 shares of Invesco S&P SmallCap Momentum ETF worth $2.62M as of Q2 2025.
  • Congress Wealth Management bought 1,455 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $92.8K.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #514 holding.
  • Congress Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 2 quarters since.
  • 230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.