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

Institute for 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	$1.9M	Hold	20,296	–	–	0.17%	121
2026 Q1	$1.54M	Sell	20,296 -250	-1%	-$19.3K	0.16%	139
2025 Q4	$1.48M	Sell	20,546 -540	-3%	-$39.3K	0.16%	136
2025 Q3	$1.55M	Sell	21,086 -357	-2%	-$25.2K	0.16%	133
2025 Q2	$1.46M	Buy	21,443 +50	+0.2%	+$3.19K	0.16%	126
2025 Q1	$1.34M	Hold	21,393	–	–	0.17%	133
2024 Q4	$1.41M	Sell	21,393 -95	-0.4%	-$6.53K	0.18%	117
2024 Q3	$1.42M	Sell	21,488 -215	-1%	-$13.7K	0.18%	127
2024 Q2	$1.3M	Buy	21,703 +312	+1%	+$18.6K	0.17%	123
2024 Q1	$1.29M	Hold	21,391	–	–	0.17%	133
2023 Q4	$1.21M	Hold	21,391	–	–	0.2%	132
2023 Q3	$1.04M	Hold	21,391	–	–	0.19%	131
2023 Q2	$1.04M	Hold	21,391	–	–	0.17%	140
2023 Q1	$991K	Hold	21,391	–	–	0.19%	141
2022 Q4	$1.01M	Hold	21,391	–	–	0.21%	134
2022 Q3	$928K	Buy	21,391 +413	+2%	+$19.5K	0.21%	128
2022 Q2	$921K	Sell	20,978 -25	-0.1%	-$1.2K	0.18%	147
2022 Q1	$1.09M	Hold	21,003	–	–	0.18%	146
2021 Q4	$1.19M	Hold	21,003	–	–	0.19%	135
2021 Q3	$1.12M	Hold	21,003	–	–	0.2%	131
2021 Q2	$1.15M	Hold	21,003	–	–	0.2%	128
2021 Q1	$1.09M	Sell	21,003 -2,238	-10%	-$117K	0.21%	126
2020 Q4	$1.1M	Sell	23,241 -1,000	-4%	-$44.2K	0.22%	111
2020 Q3	$970K	Hold	24,241	–	–	0.22%	117
2020 Q2	$876K	Sell	24,241 -30	-0.1%	-$994	0.21%	124
2020 Q1	$711K	Sell	24,271 -743	-3%	-$27.4K	0.22%	131
2019 Q4	$986K	Hold	25,014	–	–	0.22%	123
2019 Q3	$932K	Hold	25,014	–	–	0.23%	125
2019 Q2	$938K	Hold	25,014	–	–	0.21%	140
2019 Q1	$911K	Hold	25,014	–	–	0.2%	141
2018 Q4	$772K	Buy	+25,014	New	+$855K	0.32%	95

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

Institute for Wealth Management's XSMO Position: Q2 2026 in Review

Institute for Wealth Management held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 20,296 shares worth $1.9M. The position accounts for 0.17% of the portfolio, ranked #121.

Institute for Wealth Management first reported a position in XSMO in Q4 2018 and has held it in 31 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Institute for Wealth Management held 20,296 shares of Invesco S&P SmallCap Momentum ETF worth $1.9M as of Q2 2026.
Institute for Wealth Management left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.17% of Institute for Wealth Management's portfolio in Q2 2026, its #121 holding.
Institute for Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2018 and has held it in 31 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.