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Hazlett, Burt & Watson’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Hazlett, Burt & Watson’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 		$50K Hold
535
– – 0.01% 466
2026
Q1 		$40K Hold
535
– – 0.01% 488
2025
Q4 		$39K Hold
535
– – 0.01% 489
2025
Q3 		$40K Buy
535
+375
+234% +$26.5K 0.01% 458
2025
Q2 		$11K Buy
+160
New +$10.2K ﹤0.01% 579

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

Hazlett, Burt & Watson's XSMO Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 535 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #466.

Hazlett, Burt & Watson first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Hazlett, Burt & Watson held 535 shares of Invesco S&P SmallCap Momentum ETF worth $50K as of Q2 2026.
  • Hazlett, Burt & Watson 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 Hazlett, Burt & Watson's portfolio in Q2 2026, its #466 holding.
  • Hazlett, Burt & Watson first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
  • 322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.