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Northstar Financial Companies’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Northstar Financial Companies’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 		$343K Buy
+3,659
New +$315K 0.23% 84

Other funds holding XSMO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RWA
River Wealth Advisors Camp Hill, Pennsylvania $956M AUM 26.56% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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

Northstar Financial Companies's XSMO Position: Q2 2026 in Review

Northstar Financial Companies opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 3,659 shares worth $343K. The stake represents 0.23% of the portfolio and ranks #84 among its holdings.

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

  • Northstar Financial Companies held 3,659 shares of Invesco S&P SmallCap Momentum ETF worth $343K as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Northstar Financial Companies position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up 0.23% of Northstar Financial Companies's portfolio in Q2 2026, its #84 holding.
  • 182 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.