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 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 $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IHT Wealth Management's XSMO Position: Q1 2026 in Review

IHT Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.8% in Q1 2026, buying an estimated $18.1K and bringing the position to 13,017 shares worth $990K. The position accounts for 0.02% of the portfolio, ranked #576.

IHT Wealth Management first reported a position in XSMO in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.37M in Q1 2021. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

IHT Wealth Management held 13,017 shares of Invesco S&P SmallCap Momentum ETF worth $990K as of Q1 2026.
IHT Wealth Management bought 234 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $18.1K.
Invesco S&P SmallCap Momentum ETF made up 0.02% of IHT Wealth Management's portfolio in Q1 2026, its #576 holding.
IHT Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2020 and has held it in 10 quarters since.
IHT Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $1.37M in Q1 2021.
296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.