Kingsview Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Kingsview Wealth 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	$9.89M	Buy	105,608 +3,390	+3%	+$292K	0.12%	145
2026 Q1	$7.77M	Sell	102,218 -4,449	-4%	-$343K	0.11%	178
2025 Q4	$7.68M	Buy	106,667 +31,978	+43%	+$2.33M	0.11%	179
2025 Q3	$5.49M	Buy	74,689 +69,942	+1,473%	+$4.94M	0.08%	250
2025 Q2	$323K	Buy	+4,747	New	+$303K	0.01%	910
2025 Q1	–	Sell	-58,532	Closed	-$3.87M	–	1197
2024 Q4	$3.87M	Buy	+58,532	New	+$4.02M	0.08%	248

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

Kingsview Wealth Management's XSMO Position: Q2 2026 in Review

Kingsview Wealth Management increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.3% in Q2 2026, buying an estimated $292K and bringing the position to 105,608 shares worth $9.89M. The position accounts for 0.12% of the portfolio, ranked #145.

Kingsview Wealth Management first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Kingsview Wealth Management held 105,608 shares of Invesco S&P SmallCap Momentum ETF worth $9.89M as of Q2 2026.
Kingsview Wealth Management bought 3,390 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $292K.
Invesco S&P SmallCap Momentum ETF made up 0.12% of Kingsview Wealth Management's portfolio in Q2 2026, its #145 holding.
Kingsview Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.