Keating Financial Advisory Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Keating Financial Advisory Services’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	$7.49K	Hold	80	–	–	﹤0.01%	1363
2026 Q1	$6.08K	Buy	+80	New	+$6.17K	﹤0.01%	1337

Other funds holding XSMO

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Keating Financial Advisory Services's XSMO Position: Q2 2026 in Review

Keating Financial Advisory Services held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q2 2026 at 80 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Keating Financial Advisory Services first reported a position in XSMO in Q1 2026 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Keating Financial Advisory Services held 80 shares of Invesco S&P SmallCap Momentum ETF worth $7.49K as of Q2 2026.
Keating Financial Advisory Services left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1363 holding.
Keating Financial Advisory Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2026 and has held it in 2 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.