Key Capital Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Key Capital 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	$6.37K	Buy	68 +45	+196%	+$3.88K	﹤0.01%	390
2026 Q1	$1.75K	Buy	+23	New	+$1.77K	﹤0.01%	549

Other funds holding XSMO

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Key Capital Management's XSMO Position: Q2 2026 in Review

Key Capital Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 196% in Q2 2026, buying an estimated $3.88K and bringing the position to 68 shares worth $6.37K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Key Capital Management first reported a position in XSMO in Q1 2026 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Key Capital Management held 68 shares of Invesco S&P SmallCap Momentum ETF worth $6.37K as of Q2 2026.
Key Capital Management bought 45 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $3.88K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #390 holding.
Key Capital Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2026 and has held it in 2 quarters since.
183 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.