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Hoey Investments’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Hoey Investments’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 		$21.8K Hold
233
– – ﹤0.01% 208
2026
Q1 		$17.7K Buy
+233
New +$18K ﹤0.01% 214
2025
Q4 		– Sell
-1,080
Closed -$79.5K – 444
2025
Q3 		$79.5K Hold
1,080
– – 0.01% 134
2025
Q2 		$73.5K Hold
1,080
– – 0.01% 134
2025
Q1 		$67.8K Buy
+1,080
New +$71K 0.01% 124

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

Hoey Investments's XSMO Position: Q2 2026 in Review

Hoey Investments held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 233 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

Hoey Investments first reported a position in XSMO in Q1 2025 and has held it in 5 quarters since. The position peaked at $79.5K in Q3 2025. 195 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Hoey Investments held 233 shares of Invesco S&P SmallCap Momentum ETF worth $21.8K as of Q2 2026.
  • Hoey Investments 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 Hoey Investments's portfolio in Q2 2026, its #208 holding.
  • Hoey Investments first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 5 quarters since.
  • Hoey Investments's Invesco S&P SmallCap Momentum ETF position peaked at $79.5K in Q3 2025.
  • 195 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.