Kingswood Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Kingswood Wealth Advisors’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	$2.14M	Sell	22,889 -86	-0.4%	-$7.41K	0.09%	247
2026 Q1	$1.75M	Sell	22,975 -2,619	-10%	-$202K	0.08%	262
2025 Q4	$1.84M	Sell	25,594 -1,254	-5%	-$91.3K	0.09%	231
2025 Q3	$1.98M	Buy	26,848 +2,976	+12%	+$210K	0.12%	182
2025 Q2	$1.62M	Sell	23,872 -4,586	-16%	-$292K	0.13%	173
2025 Q1	$1.79M	Buy	28,458 +10,925	+62%	+$719K	0.16%	150
2024 Q4	$1.16M	Buy	+17,533	New	+$1.21M	0.09%	240

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

Kingswood Wealth Advisors's XSMO Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.37% in Q2 2026, selling an estimated $7.41K and leaving 22,889 shares worth $2.14M. The position accounts for 0.09% of the portfolio, ranked #247.

Kingswood Wealth Advisors first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Kingswood Wealth Advisors held 22,889 shares of Invesco S&P SmallCap Momentum ETF worth $2.14M as of Q2 2026.
Kingswood Wealth Advisors sold 86 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $7.41K.
Invesco S&P SmallCap Momentum ETF made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #247 holding.
Kingswood Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.