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Marmo Financial Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Marmo Financial Group’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 		$4.01M Sell
52,782
-2,815
-5% -$217K 1.99% 15
2025
Q4 		$4M Sell
55,597
-3,396
-6% -$247K 1.89% 15
2025
Q3 		$4.34M Sell
58,993
-222,681
-79% -$15.7M 2.1% 14
2025
Q2 		$19.2M Buy
281,674
+4,285
+2% +$273K 9.54% 4
2025
Q1 		$17.4M Buy
277,389
+15,078
+6% +$992K 9.52% 4
2024
Q4 		$17.3M Sell
262,311
-6,302
-2% -$433K 9.36% 5
2024
Q3 		$17.8M Buy
268,613
+156,422
+139% +$9.96M 9.49% 5
2024
Q2 		$6.74M Sell
112,191
-2,886
-3% -$172K 4.07% 7
2024
Q1 		$6.94M Buy
115,077
+499
+0.4% +$28.5K 4.22% 7
2023
Q4 		$6.5M Sell
114,578
-4,099
-3% -$206K 4.93% 8
2023
Q3 		$5.76M Sell
118,677
-571
-0.5% -$28.3K 5.46% 7
2023
Q2 		$5.78M Buy
119,248
+13,936
+13% +$638K 5.23% 7
2023
Q1 		$4.88M Buy
+105,312
New +$5.04M 4.64% 8

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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Marmo Financial Group's XSMO Position: Q1 2026 in Review

Marmo Financial Group reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 5.1% in Q1 2026, selling an estimated $217K and leaving 52,782 shares worth $4.01M. The position accounts for 1.99% of the portfolio, ranked #15.

Marmo Financial Group first reported a position in XSMO in Q1 2023 and has held it in 13 quarters since. The position peaked at $19.2M in Q2 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Marmo Financial Group held 52,782 shares of Invesco S&P SmallCap Momentum ETF worth $4.01M as of Q1 2026.
  • Marmo Financial Group sold 2,815 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $217K.
  • Invesco S&P SmallCap Momentum ETF made up 1.99% of Marmo Financial Group's portfolio in Q1 2026, its #15 holding.
  • Marmo Financial Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2023 and has held it in 13 quarters since.
  • Marmo Financial Group's Invesco S&P SmallCap Momentum ETF position peaked at $19.2M in Q2 2025.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.