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

EPG Wealth Management’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	$8.43M	Buy	90,058 +1,171	+1%	+$101K	2.02%	11
2026 Q1	$6.76M	Buy	88,887 +226	+0.3%	+$17.4K	1.83%	12
2025 Q4	$6.38M	Buy	88,661 +910	+1%	+$66.3K	1.72%	14
2025 Q3	$6.46M	Buy	87,751 +9,971	+13%	+$705K	1.78%	11
2025 Q2	$5.29M	Buy	+77,780	New	+$4.96M	1.59%	13

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

EPG Wealth Management's XSMO Position: Q2 2026 in Review

EPG Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.3% in Q2 2026, buying an estimated $101K and bringing the position to 90,058 shares worth $8.43M. The position accounts for 2.02% of the portfolio, ranked #11.

EPG Wealth Management first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

EPG Wealth Management held 90,058 shares of Invesco S&P SmallCap Momentum ETF worth $8.43M as of Q2 2026.
EPG Wealth Management bought 1,171 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $101K.
Invesco S&P SmallCap Momentum ETF made up 2.02% of EPG Wealth Management's portfolio in Q2 2026, its #11 holding.
EPG Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.