International Assets Investment Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

International Assets Investment 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	$4.6K	Buy	50 +30	+150%	+$2.58K	﹤0.01%	1987
2026 Q1	$1.54K	Hold	20	–	–	﹤0.01%	2009
2025 Q4	$1.44K	Buy	+20	New	+$1.46K	﹤0.01%	1994
2024 Q3	–	Sell	-20	Closed	-$1.2K	–	2679
2024 Q2	$1.2K	Buy	+20	New	+$1.19K	﹤0.01%	2076

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

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 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

International Assets Investment Management's XSMO Position: Q2 2026 in Review

International Assets Investment Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 150% in Q2 2026, buying an estimated $2.58K and bringing the position to 50 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1987.

International Assets Investment Management first reported a position in XSMO in Q2 2024 and has held it in 4 quarters since. 245 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

International Assets Investment Management held 50 shares of Invesco S&P SmallCap Momentum ETF worth $4.6K as of Q2 2026.
International Assets Investment Management bought 30 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $2.58K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1987 holding.
International Assets Investment Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 4 quarters since.
245 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.