Noble Wealth Management PBC’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Noble Wealth Management PBC’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	$3.99M	Buy	42,652 +3,133	+8%	+$270K	1.79%	9
2026 Q1	$3M	Buy	39,519 +2,260	+6%	+$174K	1.51%	14
2025 Q4	$2.68M	Sell	37,259 -2,145	-5%	-$156K	1.35%	18
2025 Q3	$2.9M	Buy	+39,404	New	+$2.79M	1.54%	17
2025 Q1	$3.06M	Buy	48,697 +7,779	+19%	+$512K	2.09%	6
2024 Q4	$2.71M	Buy	+40,918	New	+$2.81M	1.88%	11

Other funds holding XSMO

AWM

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

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

FFN

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

ACM

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFA

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

Noble Wealth Management PBC's XSMO Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.9% in Q2 2026, buying an estimated $270K and bringing the position to 42,652 shares worth $3.99M. The position accounts for 1.79% of the portfolio, ranked #9.

Noble Wealth Management PBC first reported a position in XSMO in Q4 2024 and has held it in 6 quarters since. 101 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Noble Wealth Management PBC held 42,652 shares of Invesco S&P SmallCap Momentum ETF worth $3.99M as of Q2 2026.
Noble Wealth Management PBC bought 3,133 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $270K.
Invesco S&P SmallCap Momentum ETF made up 1.79% of Noble Wealth Management PBC's portfolio in Q2 2026, its #9 holding.
Noble Wealth Management PBC first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 6 quarters since.
101 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.