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 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 $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 $691M AUM 14.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

New Insight Wealth Advisors's XSMO Position: Q1 2026 in Review

New Insight Wealth Advisors held its Invesco S&P SmallCap Momentum ETF (XSMO) position steady in Q1 2026 at 27,896 shares worth $2.12M. The position accounts for 0.76% of the portfolio, ranked #33.

New Insight Wealth Advisors first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

New Insight Wealth Advisors held 27,896 shares of Invesco S&P SmallCap Momentum ETF worth $2.12M as of Q1 2026.
New Insight Wealth Advisors left its Invesco S&P SmallCap Momentum ETF share count unchanged in Q1 2026.
Invesco S&P SmallCap Momentum ETF made up 0.76% of New Insight Wealth Advisors's portfolio in Q1 2026, its #33 holding.
New Insight Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.