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

Mutual 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	$417K	Buy	5,491 +475	+9%	+$36.6K	0.01%	970
2025 Q4	$361K	Buy	5,016 +197	+4%	+$14.3K	0.01%	1017
2025 Q3	$353K	Buy	4,819 +529	+12%	+$37.4K	0.01%	1005
2025 Q2	$294K	Buy	4,290 +473	+12%	+$30.2K	0.01%	975
2025 Q1	$234K	Sell	3,817 -2,554	-40%	-$168K	0.01%	978
2024 Q4	$435K	Buy	6,371 +2,827	+80%	+$194K	0.01%	753
2024 Q3	$234K	Buy	+3,544	New	+$226K	0.01%	995

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

Mutual Advisors's XSMO Position: Q1 2026 in Review

Mutual Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 9.5% in Q1 2026, buying an estimated $36.6K and bringing the position to 5,491 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #970.

Mutual Advisors first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. The position peaked at $435K in Q4 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Mutual Advisors held 5,491 shares of Invesco S&P SmallCap Momentum ETF worth $417K as of Q1 2026.
Mutual Advisors bought 475 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $36.6K.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #970 holding.
Mutual Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
Mutual Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $435K in Q4 2024.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.