IHT Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

IHT Wealth Management’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	$1.11M	Sell	11,895 -1,122	-9%	-$96.7K	0.02%	559
2026 Q1	$990K	Buy	13,017 +234	+2%	+$18.1K	0.02%	576
2025 Q4	$920K	Buy	12,783 +3,454	+37%	+$251K	0.02%	566
2025 Q3	$686K	Buy	9,329 +4,744	+103%	+$335K	0.02%	640
2025 Q2	$312K	Sell	4,585 -1,201	-21%	-$76.6K	0.01%	873
2025 Q1	$363K	Buy	+5,786	New	+$381K	0.01%	786
2021 Q2	–	Sell	-26,310	Closed	-$1.37M	–	988
2021 Q1	$1.37M	Buy	26,310 +20,282	+336%	+$1.06M	0.1%	210
2020 Q4	$246K	Sell	6,028 -21,045	-78%	-$930K	0.02%	626
2020 Q3	$1.08M	Buy	27,073 +1,181	+5%	+$46.4K	0.11%	197
2020 Q2	$936K	Buy	25,892 +2,029	+9%	+$67.2K	0.13%	173
2020 Q1	$699K	Buy	+23,863	New	+$879K	0.1%	214

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

IHT Wealth Management's XSMO Position: Q2 2026 in Review

IHT Wealth Management reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 8.6% in Q2 2026, selling an estimated $96.7K and leaving 11,895 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #559.

IHT Wealth Management first reported a position in XSMO in Q1 2020 and has held it in 11 quarters since. The position peaked at $1.37M in Q1 2021. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

IHT Wealth Management held 11,895 shares of Invesco S&P SmallCap Momentum ETF worth $1.11M as of Q2 2026.
IHT Wealth Management sold 1,122 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $96.7K.
Invesco S&P SmallCap Momentum ETF made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #559 holding.
IHT Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2020 and has held it in 11 quarters since.
IHT Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $1.37M in Q1 2021.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.