Focus Partners Wealth’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Focus Partners Wealth’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	$662K	Buy	7,070 +4	+0.1%	+$345	﹤0.01%	1827
2026 Q1	$537K	Sell	7,066 -277	-4%	-$21.4K	﹤0.01%	1888
2025 Q4	$529K	Buy	7,343 +1,636	+29%	+$119K	﹤0.01%	1925
2025 Q3	$420K	Buy	5,707 +979	+21%	+$69.2K	﹤0.01%	1681
2025 Q2	$322K	Sell	4,728 -3,854	-45%	-$246K	﹤0.01%	1647
2025 Q1	$539K	Buy	+8,582	New	+$564K	﹤0.01%	1314

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

Focus Partners Wealth's XSMO Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.06% in Q2 2026, buying an estimated $345 and bringing the position to 7,070 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Focus Partners Wealth first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Focus Partners Wealth held 7,070 shares of Invesco S&P SmallCap Momentum ETF worth $662K as of Q2 2026.
Focus Partners Wealth bought 4 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $345.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1827 holding.
Focus Partners Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.