EWM
XSMO icon

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
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
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

EPG Wealth Management's XSMO Position: Q1 2026 in Review

EPG Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.25% in Q1 2026, buying an estimated $17.4K and bringing the position to 88,887 shares worth $6.76M. The position accounts for 1.83% of the portfolio, ranked #12.

EPG Wealth Management first reported a position in XSMO in Q2 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • EPG Wealth Management held 88,887 shares of Invesco S&P SmallCap Momentum ETF worth $6.76M as of Q1 2026.
  • EPG Wealth Management bought 226 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $17.4K.
  • Invesco S&P SmallCap Momentum ETF made up 1.83% of EPG Wealth Management's portfolio in Q1 2026, its #12 holding.
  • EPG Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.