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Garton & Associates Financial Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-100
Closed -$7.2K – 714
2025
Q4 		$7.2K Buy
+100
New +$7.28K ﹤0.01% 916

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Garton & Associates Financial Advisors's XSMO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026, closing a stake of 100 shares — an estimated $7.2K sold.

Garton & Associates Financial Advisors first reported a position in XSMO in Q4 2025 and held it in 1 quarter. The position peaked at $7.2K in Q4 2025. 297 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 100 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $7.2K.
  • Garton & Associates Financial Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $7.2K in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.