Inscription Capital’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Inscription Capital’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	$1.46M	Buy	15,572 +1,121	+8%	+$96.6K	0.13%	139
2026 Q1	$1.1M	Buy	14,451 +23	+0.2%	+$1.77K	0.12%	166
2025 Q4	$1.04M	Buy	14,428 +21	+0.1%	+$1.53K	0.11%	185
2025 Q3	$1.06M	Buy	14,407 +24	+0.2%	+$1.7K	0.11%	175
2025 Q2	$978K	Buy	+14,383	New	+$917K	0.14%	113
2024 Q3	$232K	Buy	3,510 +10	+0.3%	+$637	0.03%	329
2024 Q2	$210K	Buy	+3,500	New	+$209K	0.03%	322

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

Inscription Capital's XSMO Position: Q2 2026 in Review

Inscription Capital increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.8% in Q2 2026, buying an estimated $96.6K and bringing the position to 15,572 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #139.

Inscription Capital first reported a position in XSMO in Q2 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Inscription Capital held 15,572 shares of Invesco S&P SmallCap Momentum ETF worth $1.46M as of Q2 2026.
Inscription Capital bought 1,121 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $96.6K.
Invesco S&P SmallCap Momentum ETF made up 0.13% of Inscription Capital's portfolio in Q2 2026, its #139 holding.
Inscription Capital first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.