Independent Advisor Alliance’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Independent Advisor Alliance’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	$1.1M	Sell	11,720 -75,821	-87%	-$6.53M	0.03%	436
2026 Q1	$6.65M	Buy	87,541 +77,670	+787%	+$5.99M	0.07%	251
2025 Q4	$711K	Sell	9,871 -241	-2%	-$17.5K	0.02%	559
2025 Q3	$744K	Buy	10,112 +1,616	+19%	+$114K	0.02%	516
2025 Q2	$578K	Buy	8,496 +4,782	+129%	+$305K	0.02%	544
2025 Q1	$233K	Sell	3,714 -37,062	-91%	-$2.44M	0.01%	730
2024 Q4	$2.7M	Buy	+40,776	New	+$2.8M	0.04%	441

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

Independent Advisor Alliance's XSMO Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 87% in Q2 2026, selling an estimated $6.53M and leaving 11,720 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #436.

Independent Advisor Alliance first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.65M in Q1 2026. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Independent Advisor Alliance held 11,720 shares of Invesco S&P SmallCap Momentum ETF worth $1.1M as of Q2 2026.
Independent Advisor Alliance sold 75,821 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $6.53M.
Invesco S&P SmallCap Momentum ETF made up 0.03% of Independent Advisor Alliance's portfolio in Q2 2026, its #436 holding.
Independent Advisor Alliance first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Invesco S&P SmallCap Momentum ETF position peaked at $6.65M in Q1 2026.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.