Cooper Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Cooper Financial Group’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	$7.32M	Sell	78,204 -21,225	-21%	-$1.83M	0.61%	34
2026 Q1	$7.56M	Buy	99,429 +485	+0.5%	+$37.4K	0.76%	27
2025 Q4	$7.12M	Sell	98,944 -1,264	-1%	-$92K	0.76%	26
2025 Q3	$7.37M	Sell	100,208 -2,447	-2%	-$173K	0.82%	25
2025 Q2	$6.98M	Sell	102,655 -5,595	-5%	-$357K	0.82%	25
2025 Q1	$6.79M	Buy	108,250 +4,147	+4%	+$273K	0.89%	22
2024 Q4	$6.88M	Buy	104,103 +11,041	+12%	+$759K	0.83%	25
2024 Q3	$6.16M	Buy	+93,062	New	+$5.92M	0.8%	27

Other funds holding XSMO

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

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

JBR Co Financial Management Ardmore, Oklahoma $274M AUM 32.15% 1-Year Est. Return