Nemes Rush Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Nemes Rush Group’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
2025 Q2	–	Sell	-7,819	Closed	-$491K	–	782
2025 Q1	$491K	Hold	7,819	–	–	0.06%	125
2024 Q4	$517K	Hold	7,819	–	–	0.06%	123
2024 Q3	$472K	Hold	7,819	–	–	0.07%	119
2024 Q2	$470K	Hold	7,819	–	–	0.06%	116
2024 Q1	$472K	Hold	7,819	–	–	0.07%	121
2023 Q4	$443K	Hold	7,819	–	–	0.07%	126
2023 Q3	$379K	Hold	7,819	–	–	0.07%	128
2023 Q2	$379K	Buy	+7,819	New	+$358K	0.07%	128

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

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

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

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

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $691M AUM 14.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Nemes Rush Group's XSMO Position: Q2 2025 in Review

Nemes Rush Group sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2025, closing a stake of 7,819 shares — an estimated $491K sold.

Nemes Rush Group first reported a position in XSMO in Q2 2023 and held it in 8 quarters. The position peaked at $517K in Q4 2024. 230 funds tracked by Wall St. Rank hold XSMO as of Q2 2025.

Nemes Rush Group reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2025 after selling out during the quarter.
Nemes Rush Group sold 7,819 Invesco S&P SmallCap Momentum ETF shares in Q2 2025, an estimated $491K.
Nemes Rush Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2023 and held it in 8 quarters.
Nemes Rush Group's Invesco S&P SmallCap Momentum ETF position peaked at $517K in Q4 2024.
230 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2025.

Based on Nemes Rush Group's 13F filing for Q2 2025, filed 12 Aug 2025.