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

Integrity 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
Q1 		$1.05M Sell
13,832
-13,643
-50% -$1.05M 0.04% 293
2025
Q4 		$1.98M Sell
27,475
-179
-0.6% -$13K 0.07% 210
2025
Q3 		$2.03M Buy
+27,654
New +$1.95M 0.1% 167
2025
Q2 		– Sell
-19,479
Closed -$1.22M – 676
2025
Q1 		$1.22M Buy
+19,479
New +$1.28M 0.05% 248

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrity Alliance's XSMO Position: Q1 2026 in Review

Integrity Alliance reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 50% in Q1 2026, selling an estimated $1.05M and leaving 13,832 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #293.

Integrity Alliance first reported a position in XSMO in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q3 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Integrity Alliance held 13,832 shares of Invesco S&P SmallCap Momentum ETF worth $1.05M as of Q1 2026.
  • Integrity Alliance sold 13,643 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $1.05M.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Integrity Alliance's portfolio in Q1 2026, its #293 holding.
  • Integrity Alliance first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 4 quarters since.
  • Integrity Alliance's Invesco S&P SmallCap Momentum ETF position peaked at $2.03M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Integrity Alliance's 13F filing for Q1 2026, filed 11 May 2026.