Murphy & Mullick Capital Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Murphy & Mullick Capital Management’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	$1.9K	Hold	25	–	–	﹤0.01%	606
2025 Q4	$1.8K	Hold	25	–	–	﹤0.01%	613
2025 Q3	$1.79K	Hold	25	–	–	﹤0.01%	601
2025 Q2	$1.7K	Hold	25	–	–	﹤0.01%	594
2025 Q1	$1.57K	Hold	25	–	–	﹤0.01%	584
2024 Q4	$1.65K	Buy	+25	New	+$1.72K	﹤0.01%	576

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Murphy & Mullick Capital Management's XSMO Position: Q1 2026 in Review

Murphy & Mullick Capital Management held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q1 2026 at 25 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Murphy & Mullick Capital Management first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Murphy & Mullick Capital Management held 25 shares of Invesco S&P SmallCap Momentum ETF worth $1.9K as of Q1 2026.
Murphy & Mullick Capital Management left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #606 holding.
Murphy & Mullick Capital Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.