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

CreativeOne Wealth’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 		$1.02M Buy
13,377
+2,053
+18% +$158K 0.02% 574
2025
Q4 		$815K Buy
11,324
+341
+3% +$24.8K 0.02% 630
2025
Q3 		$808K Sell
10,983
-2
-0% -$141 0.02% 622
2025
Q2 		$747K Buy
10,985
+4,845
+79% +$309K 0.02% 624
2025
Q1 		$385K Sell
6,140
-2,410
-28% -$159K 0.01% 777
2024
Q4 		$565K Buy
8,550
+19
+0.2% +$1.31K 0.02% 655
2024
Q3 		$565K Buy
+8,531
New +$543K 0.02% 585

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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CreativeOne Wealth's XSMO Position: Q1 2026 in Review

CreativeOne Wealth increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 18% in Q1 2026, buying an estimated $158K and bringing the position to 13,377 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #574.

CreativeOne Wealth first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • CreativeOne Wealth held 13,377 shares of Invesco S&P SmallCap Momentum ETF worth $1.02M as of Q1 2026.
  • CreativeOne Wealth bought 2,053 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $158K.
  • Invesco S&P SmallCap Momentum ETF made up 0.02% of CreativeOne Wealth's portfolio in Q1 2026, its #574 holding.
  • CreativeOne Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.