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

Nestegg 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	$257K	Buy	+2,740	New	+$236K	0.18%	50

Other funds holding XSMO

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Nestegg Advisors's XSMO Position: Q2 2026 in Review

Nestegg Advisors opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 2,740 shares worth $257K. The stake represents 0.18% of the portfolio and ranks #50 among its holdings.

42 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Nestegg Advisors held 2,740 shares of Invesco S&P SmallCap Momentum ETF worth $257K as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new Nestegg Advisors position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 0.18% of Nestegg Advisors's portfolio in Q2 2026, its #50 holding.
42 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Nestegg Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.