Legacy Wealth Management (Idaho)’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Legacy Wealth Management (Idaho)’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	–	Sell	-108	Closed	-$8.21K	–	992
2026 Q1	$8.21K	Hold	108	–	–	﹤0.01%	532
2025 Q4	$7.78K	Hold	108	–	–	﹤0.01%	467
2025 Q3	$7.95K	Sell	108 -1,136	-91%	-$80.3K	﹤0.01%	374
2025 Q2	$84.6K	Sell	1,244 -63	-5%	-$4.02K	0.04%	120
2025 Q1	$82K	Sell	1,307 -326	-20%	-$21.4K	0.06%	108
2024 Q4	$113K	Buy	1,633 +47	+3%	+$3.23K	0.07%	84
2024 Q3	$114K	Buy	+1,586	New	+$101K	0.07%	81

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

Legacy Wealth Management (Idaho)'s XSMO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026, closing a stake of 108 shares — an estimated $8.21K sold.

Legacy Wealth Management (Idaho) first reported a position in XSMO in Q3 2024 and held it in 7 quarters. The position peaked at $114K in Q3 2024. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 108 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $8.21K.
Legacy Wealth Management (Idaho) first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Invesco S&P SmallCap Momentum ETF position peaked at $114K in Q3 2024.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.