New Insight Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

New Insight Wealth 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	$2.84M	Buy	30,300 +2,404	+9%	+$207K	0.84%	36
2026 Q1	$2.12M	Hold	27,896	–	–	0.76%	33
2025 Q4	$2.01M	Sell	27,896 -39	-0.1%	-$2.84K	0.72%	33
2025 Q3	$2.06M	Buy	27,935 +123	+0.4%	+$8.69K	0.77%	31
2025 Q2	$1.89M	Sell	27,812 -218	-0.8%	-$13.9K	0.78%	31
2025 Q1	$1.76M	Buy	28,030 +9,319	+50%	+$613K	0.8%	28
2024 Q4	$1.24M	Buy	18,711 +14,409	+335%	+$991K	0.62%	32
2024 Q3	$285K	Buy	+4,302	New	+$274K	0.15%	68

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

New Insight Wealth Advisors's XSMO Position: Q2 2026 in Review

New Insight Wealth Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 8.6% in Q2 2026, buying an estimated $207K and bringing the position to 30,300 shares worth $2.84M. The position accounts for 0.84% of the portfolio, ranked #36.

New Insight Wealth 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.

New Insight Wealth Advisors held 30,300 shares of Invesco S&P SmallCap Momentum ETF worth $2.84M as of Q2 2026.
New Insight Wealth Advisors bought 2,404 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $207K.
Invesco S&P SmallCap Momentum ETF made up 0.84% of New Insight Wealth Advisors's portfolio in Q2 2026, its #36 holding.
New Insight Wealth 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 New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.