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

Members 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 Q2	$1.84M	Buy	19,639 +2,599	+15%	+$224K	1.01%	25
2026 Q1	$1.45M	Buy	17,040 +2,874	+20%	+$222K	0.87%	27
2025 Q4	$1.09M	Buy	14,166 +466	+3%	+$33.9K	0.68%	30
2025 Q3	$1.01M	Buy	+13,700	New	+$968K	0.64%	35
2025 Q1	$541K	Buy	8,627 +774	+10%	+$50.9K	0.41%	53
2024 Q4	$533K	Buy	+7,853	New	+$540K	0.4%	52
2024 Q2	$786K	Buy	+11,496	New	+$685K	0.53%	40

Other funds holding XSMO

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

CWP

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Members Wealth's XSMO Position: Q2 2026 in Review

Members Wealth increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 15% in Q2 2026, buying an estimated $224K and bringing the position to 19,639 shares worth $1.84M. The position accounts for 1.01% of the portfolio, ranked #25.

Members Wealth first reported a position in XSMO in Q2 2024 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Members Wealth held 19,639 shares of Invesco S&P SmallCap Momentum ETF worth $1.84M as of Q2 2026.
Members Wealth bought 2,599 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $224K.
Invesco S&P SmallCap Momentum ETF made up 1.01% of Members Wealth's portfolio in Q2 2026, its #25 holding.
Members Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2024 and has held it in 7 quarters since.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.