Farther Finance Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Farther Finance 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	$272K	Sell	2,905 -194	-6%	-$16.7K	﹤0.01%	2015
2026 Q1	$238K	Sell	3,099 -316	-9%	-$24.4K	﹤0.01%	1900
2025 Q4	$246K	Sell	3,415 -675	-17%	-$49.1K	﹤0.01%	1783
2025 Q3	$301K	Buy	4,090 +1,064	+35%	+$75.2K	﹤0.01%	1383
2025 Q2	$206K	Buy	3,026 +235	+8%	+$15K	﹤0.01%	1374
2025 Q1	$175K	Buy	2,791 +2,753	+7,245%	+$181K	﹤0.01%	1284
2024 Q4	$2.51K	Hold	38	–	–	﹤0.01%	2916
2024 Q3	$2.52K	Buy	38 +24	+171%	+$1.53K	﹤0.01%	2912
2024 Q2	$839	Buy	+14	New	+$835	﹤0.01%	3129

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

Farther Finance Advisors's XSMO Position: Q2 2026 in Review

Farther Finance Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 6.3% in Q2 2026, selling an estimated $16.7K and leaving 2,905 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Farther Finance Advisors first reported a position in XSMO in Q2 2024 and has held it in 9 quarters since. The position peaked at $301K in Q3 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Farther Finance Advisors held 2,905 shares of Invesco S&P SmallCap Momentum ETF worth $272K as of Q2 2026.
Farther Finance Advisors sold 194 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $16.7K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2015 holding.
Farther Finance Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $301K in Q3 2025.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.