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

MFA 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 Q3	$5.74M	Buy	70,355 +697	+1%	+$60.1K	0.97%	30
2026 Q2	$6.52M	Buy	69,658 +521	+0.8%	+$44.9K	1.11%	24
2026 Q1	$5.26M	Buy	69,137 +4,065	+6%	+$314K	1.03%	25
2025 Q4	$4.69M	Buy	65,072 +1,492	+2%	+$109K	0.99%	26
2025 Q3	$4.68M	Buy	63,580 +841	+1%	+$59.4K	1.02%	26
2025 Q2	$4.27M	Buy	62,739 +47,169	+303%	+$3.01M	1%	26
2025 Q1	$977K	Buy	+15,570	New	+$1.02M	0.24%	44

Other funds holding XSMO

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Planning Strategies Lancaster, Pennsylvania $169M AUM

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

MFA Wealth Advisors's XSMO Position: Q3 2026 in Review

MFA Wealth Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1% in Q3 2026, buying an estimated $60.1K and bringing the position to 70,355 shares worth $5.74M. The position accounts for 0.97% of the portfolio, ranked #30.

MFA Wealth Advisors first reported a position in XSMO in Q1 2025 and has held it in 7 quarters since. The position peaked at $6.52M in Q2 2026. 12 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

MFA Wealth Advisors held 70,355 shares of Invesco S&P SmallCap Momentum ETF worth $5.74M as of Q3 2026.
MFA Wealth Advisors bought 697 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $60.1K.
Invesco S&P SmallCap Momentum ETF made up 0.97% of MFA Wealth Advisors's portfolio in Q3 2026, its #30 holding.
MFA Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 7 quarters since.
MFA Wealth Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $6.52M in Q2 2026.
12 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on MFA Wealth Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.