Independent Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Independent Financial Group’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	$807K	Buy	8,616 +771	+10%	+$66.4K	0.02%	777
2026 Q1	$596K	Buy	7,845 +305	+4%	+$23.5K	0.01%	847
2025 Q4	$543K	Buy	7,540 +391	+5%	+$28.5K	0.01%	863
2025 Q3	$526K	Buy	7,149 +1,217	+21%	+$86K	0.01%	832
2025 Q2	$403K	Buy	5,932 +485	+9%	+$30.9K	0.01%	877
2025 Q1	$342K	Buy	5,447 +400	+8%	+$26.3K	0.01%	874
2024 Q4	$334K	Buy	5,047 +124	+3%	+$8.52K	0.01%	863
2024 Q3	$326K	Buy	+4,923	New	+$313K	0.01%	840

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 Financial Group's XSMO Position: Q2 2026 in Review

Independent Financial Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 9.8% in Q2 2026, buying an estimated $66.4K and bringing the position to 8,616 shares worth $807K. The position accounts for 0.02% of the portfolio, ranked #777.

Independent Financial Group first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Independent Financial Group held 8,616 shares of Invesco S&P SmallCap Momentum ETF worth $807K as of Q2 2026.
Independent Financial Group bought 771 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $66.4K.
Invesco S&P SmallCap Momentum ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #777 holding.
Independent Financial Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.