Everest Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Everest Financial Group’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	$200K	Buy	+2,137	New	+$184K	0.03%	206

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

Everest Financial Group's XSMO Position: Q2 2026 in Review

Everest Financial Group opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 2,137 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #206 among its holdings.

318 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Everest Financial Group held 2,137 shares of Invesco S&P SmallCap Momentum ETF worth $200K as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new Everest Financial Group position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.03% of Everest Financial Group's portfolio in Q2 2026, its #206 holding.
318 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.