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Integrated Capital Management (Michigan)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Integrated Capital Management (Michigan)’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 		$10.4M Buy
111,269
+607
+0.5% +$52.3K 3.75% 10
2026
Q1 		$8.41M Buy
110,662
+4,817
+5% +$372K 3.55% 9
2025
Q4 		$7.62M Buy
105,845
+3,751
+4% +$273K 3.28% 9
2025
Q3 		$7.56M Buy
+102,094
New +$7.22M 3.33% 9

Other funds holding XSMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Integrated Capital Management (Michigan)'s XSMO Position: Q2 2026 in Review

Integrated Capital Management (Michigan) increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.55% in Q2 2026, buying an estimated $52.3K and bringing the position to 111,269 shares worth $10.4M. The position accounts for 3.75% of the portfolio, ranked #10.

Integrated Capital Management (Michigan) first reported a position in XSMO in Q3 2025 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Integrated Capital Management (Michigan) held 111,269 shares of Invesco S&P SmallCap Momentum ETF worth $10.4M as of Q2 2026.
  • Integrated Capital Management (Michigan) bought 607 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $52.3K.
  • Invesco S&P SmallCap Momentum ETF made up 3.75% of Integrated Capital Management (Michigan)'s portfolio in Q2 2026, its #10 holding.
  • Integrated Capital Management (Michigan) first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2025 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.