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

EP Wealth Advisors’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	$325K	Sell	3,468 -130	-4%	-$11.2K	﹤0.01%	1245
2026 Q1	$274K	Buy	3,598 +130	+4%	+$10K	﹤0.01%	1223
2025 Q4	$250K	Buy	+3,468	New	+$253K	﹤0.01%	1246
2025 Q2	$236K	Hold	3,468	–	–	﹤0.01%	1161
2025 Q1	$218K	Hold	3,468	–	–	﹤0.01%	1093
2024 Q4	$229K	Buy	+3,468	New	+$238K	﹤0.01%	1005

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

EP Wealth Advisors's XSMO Position: Q2 2026 in Review

EP Wealth Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.6% in Q2 2026, selling an estimated $11.2K and leaving 3,468 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

EP Wealth Advisors first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

EP Wealth Advisors held 3,468 shares of Invesco S&P SmallCap Momentum ETF worth $325K as of Q2 2026.
EP Wealth Advisors sold 130 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $11.2K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1245 holding.
EP Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.