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

Discipline Wealth Solutions’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 		$352K Hold
3,760
– – 0.03% 152
2026
Q1 		$286K Hold
3,760
– – 0.03% 156
2025
Q4 		$271K Buy
+3,760
New +$274K 0.05% 142

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Discipline Wealth Solutions's XSMO Position: Q2 2026 in Review

Discipline Wealth Solutions held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 3,760 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #152.

Discipline Wealth Solutions first reported a position in XSMO in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Discipline Wealth Solutions held 3,760 shares of Invesco S&P SmallCap Momentum ETF worth $352K as of Q2 2026.
  • Discipline Wealth Solutions left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #152 holding.
  • Discipline Wealth Solutions first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
  • 322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.