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 Q2	$461K	Sell	4,922 -569	-10%	-$49K	0.01%	977
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 $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM

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

Mutual Advisors's XSMO Position: Q2 2026 in Review

Mutual Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 10% in Q2 2026, selling an estimated $49K and leaving 4,922 shares worth $461K. The position accounts for 0.01% of the portfolio, ranked #977.

Mutual Advisors first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Mutual Advisors held 4,922 shares of Invesco S&P SmallCap Momentum ETF worth $461K as of Q2 2026.
Mutual Advisors sold 569 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $49K.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #977 holding.
Mutual Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.