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Godsey & Gibb Inc’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Godsey & Gibb Inc’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 		$11.8K Hold
126
– – ﹤0.01% 266
2026
Q1 		$9.58K Hold
126
– – ﹤0.01% 281
2025
Q4 		$9.07K Sell
126
-644
-84% -$46.9K ﹤0.01% 300
2025
Q3 		$56.6K Buy
+770
New +$54.4K 0.01% 166

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Godsey & Gibb Inc's XSMO Position: Q2 2026 in Review

Godsey & Gibb Inc held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 126 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Godsey & Gibb Inc first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. The position peaked at $56.6K in Q3 2025. 194 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Godsey & Gibb Inc held 126 shares of Invesco S&P SmallCap Momentum ETF worth $11.8K as of Q2 2026.
  • Godsey & Gibb Inc left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #266 holding.
  • Godsey & Gibb Inc first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • Godsey & Gibb Inc's Invesco S&P SmallCap Momentum ETF position peaked at $56.6K in Q3 2025.
  • 194 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.