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

Greykasell Wealth Strategies’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	$367K	Buy	4,832 +3	+0.1%	+$231	0.15%	107
2025 Q4	$348K	Buy	4,829 +3	+0.1%	+$218	0.14%	110
2025 Q3	$355K	Buy	4,826 +3	+0.1%	+$212	0.15%	107
2025 Q2	$328K	Sell	4,823 -136	-3%	-$8.67K	0.16%	100
2025 Q1	$311K	Sell	4,959 -22	-0.4%	-$1.45K	0.17%	102
2024 Q4	$329K	Buy	+4,981	New	+$342K	0.18%	99

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Greykasell Wealth Strategies's XSMO Position: Q1 2026 in Review

Greykasell Wealth Strategies increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.06% in Q1 2026, buying an estimated $231 and bringing the position to 4,832 shares worth $367K. The position accounts for 0.15% of the portfolio, ranked #107.

Greykasell Wealth Strategies first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Greykasell Wealth Strategies held 4,832 shares of Invesco S&P SmallCap Momentum ETF worth $367K as of Q1 2026.
Greykasell Wealth Strategies bought 3 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $231.
Invesco S&P SmallCap Momentum ETF made up 0.15% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #107 holding.
Greykasell Wealth Strategies first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.