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

MONECO 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
Q1 		$497K Sell
6,542
-170
-3% -$13.1K 0.04% 306
2025
Q4 		$483K Buy
6,712
+512
+8% +$37.3K 0.04% 307
2025
Q3 		$456K Buy
+6,200
New +$438K 0.04% 321
2025
Q2 		– Sell
-6,246
Closed -$392K – 487
2025
Q1 		$392K Buy
+6,246
New +$411K 0.04% 320

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

MONECO Advisors's XSMO Position: Q1 2026 in Review

MONECO Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 2.5% in Q1 2026, selling an estimated $13.1K and leaving 6,542 shares worth $497K. The position accounts for 0.04% of the portfolio, ranked #306.

MONECO Advisors first reported a position in XSMO in Q1 2025 and has held it in 4 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • MONECO Advisors held 6,542 shares of Invesco S&P SmallCap Momentum ETF worth $497K as of Q1 2026.
  • MONECO Advisors sold 170 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $13.1K.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of MONECO Advisors's portfolio in Q1 2026, its #306 holding.
  • MONECO Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 4 quarters since.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.