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Golden State Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Golden State Wealth Management’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 		$32.2K Buy
343
+125
+57% +$10.8K ﹤0.01% 836
2026
Q1 		$16.6K Sell
218
-11,715
-98% -$904K ﹤0.01% 957
2025
Q4 		$859K Buy
11,933
+60
+0.5% +$4.37K 0.09% 174
2025
Q3 		$874K Buy
11,873
+742
+7% +$52.4K 0.1% 166
2025
Q2 		$757K Buy
11,131
+1,519
+16% +$96.9K 0.09% 172
2025
Q1 		$603K Buy
9,612
+1,710
+22% +$112K 0.09% 178
2024
Q4 		$522K Buy
+7,902
New +$543K 0.08% 193

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Golden State Wealth Management's XSMO Position: Q2 2026 in Review

Golden State Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 57% in Q2 2026, buying an estimated $10.8K and bringing the position to 343 shares worth $32.2K. The position accounts for ﹤0.01% of the portfolio, ranked #836.

Golden State Wealth Management first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $874K in Q3 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Golden State Wealth Management held 343 shares of Invesco S&P SmallCap Momentum ETF worth $32.2K as of Q2 2026.
  • Golden State Wealth Management bought 125 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $10.8K.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #836 holding.
  • Golden State Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $874K in Q3 2025.
  • 322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.