JBR Co Financial Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

JBR Co Financial 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	$3.74M	Buy	39,904 +9,694	+32%	+$835K	1.36%	19
2026 Q1	$2.18M	Hold	30,210	–	–	0.91%	29
2025 Q4	$2.18M	Sell	30,210 -9,102	-23%	-$663K	0.91%	29
2025 Q3	$2.89M	Buy	39,312 +9,259	+31%	+$654K	1.22%	22
2025 Q2	$2.04M	Buy	30,053 +4,256	+16%	+$271K	1.01%	25
2025 Q1	$1.62M	Buy	25,797 +7,141	+38%	+$470K	0.95%	32
2024 Q4	$1.23M	Buy	18,656 +9,716	+109%	+$668K	0.75%	37
2024 Q3	$592K	Buy	+8,940	New	+$569K	0.39%	58

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

JBR Co Financial Management's XSMO Position: Q2 2026 in Review

JBR Co Financial Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 32% in Q2 2026, buying an estimated $835K and bringing the position to 39,904 shares worth $3.74M. The position accounts for 1.36% of the portfolio, ranked #19.

JBR Co Financial Management first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 97 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

JBR Co Financial Management held 39,904 shares of Invesco S&P SmallCap Momentum ETF worth $3.74M as of Q2 2026.
JBR Co Financial Management bought 9,694 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $835K.
Invesco S&P SmallCap Momentum ETF made up 1.36% of JBR Co Financial Management's portfolio in Q2 2026, its #19 holding.
JBR Co Financial Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
97 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.