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Global Wealth Strategies & Associates’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Global Wealth Strategies & Associates’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
-2
Closed -$144 – 607
2025
Q4 		$144 Buy
+2
New +$146 ﹤0.01% 517

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

Global Wealth Strategies & Associates's XSMO Position: Q1 2026 in Review

Global Wealth Strategies & Associates sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026, closing a stake of 2 shares — an estimated $144 sold.

Global Wealth Strategies & Associates first reported a position in XSMO in Q4 2025 and held it in 1 quarter. The position peaked at $144 in Q4 2025. 297 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Global Wealth Strategies & Associates reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 2 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $144.
  • Global Wealth Strategies & Associates first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's Invesco S&P SmallCap Momentum ETF position peaked at $144 in Q4 2025.
  • 297 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2026, filed 3 Apr 2026.