IFP Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

IFP Advisors’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	$1.17M	Buy	12,535 +1,736	+16%	+$150K	0.02%	673
2026 Q1	$821K	Buy	10,799 +206	+2%	+$15.9K	0.02%	761
2025 Q4	$763K	Buy	10,593 +988	+10%	+$71.9K	0.02%	768
2025 Q3	$707K	Buy	9,605 +2,572	+37%	+$182K	0.02%	735
2025 Q2	$478K	Buy	+7,033	New	+$449K	0.01%	852
2024 Q4	–	Sell	-400	Closed	-$26.5K	–	4674
2024 Q3	$26.5K	Buy	+400	New	+$25.5K	﹤0.01%	2031
2022 Q4	–	Sell	-946	Closed	-$34K	–	4867
2022 Q3	$34K	Hold	946	–	–	﹤0.01%	2675
2022 Q2	$34K	Hold	946	–	–	﹤0.01%	2444
2022 Q1	$34K	Buy	+946	New	+$49K	﹤0.01%	2444

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

IFP Advisors's XSMO Position: Q2 2026 in Review

IFP Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 16% in Q2 2026, buying an estimated $150K and bringing the position to 12,535 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #673.

IFP Advisors first reported a position in XSMO in Q1 2022 and has held it in 9 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

IFP Advisors held 12,535 shares of Invesco S&P SmallCap Momentum ETF worth $1.17M as of Q2 2026.
IFP Advisors bought 1,736 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $150K.
Invesco S&P SmallCap Momentum ETF made up 0.02% of IFP Advisors's portfolio in Q2 2026, its #673 holding.
IFP Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2022 and has held it in 9 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.