Global Retirement Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Global Retirement Partners’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	$328K	Buy	+3,507	New	+$302K	0.01%	1270
2025 Q4	$250K	Sell	3,475 -1,434	-29%	-$104K	﹤0.01%	1338
2025 Q3	$361K	Buy	4,909 +4,430	+925%	+$313K	0.01%	892
2025 Q2	$32.6K	Buy	+479	New	+$30.5K	﹤0.01%	2017
2024 Q4	$29.3K	Buy	443 +361	+440%	+$24.8K	﹤0.01%	1875
2024 Q3	$5.43K	Buy	82 +5	+6%	+$318	﹤0.01%	2530
2024 Q2	$4.62K	Hold	77	–	–	﹤0.01%	2649
2024 Q1	$4.64K	Hold	77	–	–	﹤0.01%	2424
2023 Q4	$4.22K	Hold	77	–	–	﹤0.01%	2395
2023 Q3	$3.65K	Hold	77	–	–	﹤0.01%	2303
2023 Q2	$3.73K	Hold	77	–	–	﹤0.01%	2320
2023 Q1	$3.41K	Hold	77	–	–	﹤0.01%	2303
2022 Q4	$3.63K	Hold	77	–	–	﹤0.01%	2135
2022 Q3	$4K	Hold	77	–	–	﹤0.01%	2047
2022 Q2	$3K	Sell	77 -575	-88%	-$27.6K	﹤0.01%	2124
2022 Q1	$30K	Buy	+652	New	+$33.8K	﹤0.01%	1203
2021 Q4	–	Sell	-50	Closed	-$3K	–	1856
2021 Q3	$3K	Buy	+50	New	+$2.65K	﹤0.01%	1786

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

Global Retirement Partners's XSMO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 3,507 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #1270 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XSMO as recently as Q4 2025.

Global Retirement Partners first reported a position in XSMO in Q3 2021 and has held it in 17 quarters since. The position peaked at $361K in Q3 2025. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Global Retirement Partners held 3,507 shares of Invesco S&P SmallCap Momentum ETF worth $328K as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new Global Retirement Partners position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1270 holding.
Global Retirement Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2021 and has held it in 17 quarters since.
Global Retirement Partners's Invesco S&P SmallCap Momentum ETF position peaked at $361K in Q3 2025.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.