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

Destiny Wealth Partners’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	–	Sell	-1,781	Closed	-$135K	–	1119
2026 Q1	$135K	Buy	+1,781	New	+$137K	0.01%	286
2021 Q2	–	Sell	-303	Closed	-$16K	–	534
2021 Q1	$16K	Hold	303	–	–	﹤0.01%	379
2020 Q4	$14K	Buy	+303	New	+$13.4K	﹤0.01%	387

Other funds holding XSMO

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

Destiny Wealth Partners's XSMO Position: Q2 2026 in Review

Destiny Wealth Partners sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026, closing a stake of 1,781 shares — an estimated $135K sold.

Destiny Wealth Partners first reported a position in XSMO in Q4 2020 and held it in 3 quarters. The position peaked at $135K in Q1 2026. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Destiny Wealth Partners reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 1,781 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $135K.
Destiny Wealth Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2020 and held it in 3 quarters.
Destiny Wealth Partners's Invesco S&P SmallCap Momentum ETF position peaked at $135K in Q1 2026.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.