Financial Freedom LLC’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Financial Freedom LLC’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	$3.48M	Sell	45,726 -628	-1%	-$48.5K	1.73%	16
2025 Q4	$3.34M	Buy	46,354 +2,755	+6%	+$201K	1.66%	17
2025 Q3	$3.21M	Buy	43,599 +18,077	+71%	+$1.28M	1.6%	16
2025 Q2	$1.74M	Buy	25,522 +16,505	+183%	+$1.05M	0.94%	28
2025 Q1	$566K	Buy	9,017 +7,069	+363%	+$465K	0.33%	54
2024 Q4	$129K	Buy	+1,948	New	+$134K	0.07%	116

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Freedom LLC's XSMO Position: Q1 2026 in Review

Financial Freedom LLC reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.4% in Q1 2026, selling an estimated $48.5K and leaving 45,726 shares worth $3.48M. The position accounts for 1.73% of the portfolio, ranked #16.

Financial Freedom LLC first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Financial Freedom LLC held 45,726 shares of Invesco S&P SmallCap Momentum ETF worth $3.48M as of Q1 2026.
Financial Freedom LLC sold 628 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $48.5K.
Invesco S&P SmallCap Momentum ETF made up 1.73% of Financial Freedom LLC's portfolio in Q1 2026, its #16 holding.
Financial Freedom LLC first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.