Investmark Advisory Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Investmark Advisory Group’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	$607K	Buy	7,981 +401	+5%	+$30.9K	0.26%	71
2025 Q4	$546K	Buy	7,580 +267	+4%	+$19.4K	0.23%	74
2025 Q3	$538K	Buy	7,313 +336	+5%	+$23.7K	0.23%	72
2025 Q2	$475K	Buy	6,977 +2,533	+57%	+$162K	0.22%	75
2025 Q1	$279K	Sell	4,444 -76	-2%	-$5K	0.14%	99
2024 Q4	$299K	Buy	+4,520	New	+$311K	0.15%	96

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investmark Advisory Group's XSMO Position: Q1 2026 in Review

Investmark Advisory Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 5.3% in Q1 2026, buying an estimated $30.9K and bringing the position to 7,981 shares worth $607K. The position accounts for 0.26% of the portfolio, ranked #71.

Investmark Advisory Group first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Investmark Advisory Group held 7,981 shares of Invesco S&P SmallCap Momentum ETF worth $607K as of Q1 2026.
Investmark Advisory Group bought 401 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $30.9K.
Invesco S&P SmallCap Momentum ETF made up 0.26% of Investmark Advisory Group's portfolio in Q1 2026, its #71 holding.
Investmark Advisory Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.