Intrua Financial’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Intrua Financial’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	$561K	Buy	5,990 +999	+20%	+$86.1K	0.05%	264
2026 Q1	$379K	Buy	4,991 +1,037	+26%	+$80K	0.04%	319
2025 Q4	$285K	Buy	+3,954	New	+$288K	0.03%	375
2022 Q2	–	Sell	-5,152	Closed	-$268K	–	399
2022 Q1	$268K	Sell	5,152 -451	-8%	-$23.3K	0.05%	320
2021 Q4	$316K	Sell	5,603 -1,368	-20%	-$77.4K	0.06%	291
2021 Q3	$382K	Buy	6,971 +2,794	+67%	+$148K	0.07%	255
2021 Q2	$226K	Buy	+4,177	New	+$217K	0.05%	271

Other funds holding XSMO

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Intrua Financial's XSMO Position: Q2 2026 in Review

Intrua Financial increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 20% in Q2 2026, buying an estimated $86.1K and bringing the position to 5,990 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #264.

Intrua Financial first reported a position in XSMO in Q2 2021 and has held it in 7 quarters since. 85 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Intrua Financial held 5,990 shares of Invesco S&P SmallCap Momentum ETF worth $561K as of Q2 2026.
Intrua Financial bought 999 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $86.1K.
Invesco S&P SmallCap Momentum ETF made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #264 holding.
Intrua Financial first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2021 and has held it in 7 quarters since.
85 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.