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

Maia Wealth’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
Q1 		– Sell
-10,316
Closed -$815K – 368
2025
Q4 		$815K Sell
10,316
-12,181
-54% -$887K 0.14% 163
2025
Q3 		$1.63M Buy
22,497
+7,290
+48% +$515K 0.27% 103
2025
Q2 		$1.03M Buy
15,207
+4,178
+38% +$266K 0.2% 129
2025
Q1 		$654K Buy
11,029
+411
+4% +$27K 0.15% 149
2024
Q4 		$730K Sell
10,618
-6,811
-39% -$468K 0.16% 125
2024
Q3 		$1.15M Buy
+17,429
New +$1.11M 0.28% 82

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Maia Wealth's XSMO Position: Q1 2026 in Review

Maia Wealth sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026, closing a stake of 10,316 shares — an estimated $815K sold.

Maia Wealth first reported a position in XSMO in Q3 2024 and held it in 6 quarters. The position peaked at $1.63M in Q3 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Maia Wealth reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q1 2026 after selling out during the quarter.
  • Maia Wealth sold 10,316 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $815K.
  • Maia Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and held it in 6 quarters.
  • Maia Wealth's Invesco S&P SmallCap Momentum ETF position peaked at $1.63M in Q3 2025.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.