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 Q2	$412K	Sell	4,396 -436	-9%	-$37.6K	0.15%	103
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 $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

Greykasell Wealth Strategies's XSMO Position: Q2 2026 in Review

Greykasell Wealth Strategies reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 9% in Q2 2026, selling an estimated $37.6K and leaving 4,396 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #103.

Greykasell Wealth Strategies first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Greykasell Wealth Strategies held 4,396 shares of Invesco S&P SmallCap Momentum ETF worth $412K as of Q2 2026.
Greykasell Wealth Strategies sold 436 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $37.6K.
Invesco S&P SmallCap Momentum ETF made up 0.15% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #103 holding.
Greykasell Wealth Strategies first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.