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

Nova Wealth Management’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	$2.1M	Sell	22,443 -1,858	-8%	-$160K	1.16%	19
2026 Q1	$1.85M	Sell	24,301 -18,584	-43%	-$1.43M	1.2%	20
2025 Q4	$3.09M	Buy	42,885 +7,750	+22%	+$564K	2.12%	7
2025 Q3	$2.58M	Buy	35,135 +2,809	+9%	+$199K	1.82%	9
2025 Q2	$2.2M	Buy	32,326 +2,336	+8%	+$149K	1.61%	11
2025 Q1	$1.88M	Buy	29,990 +8,032	+37%	+$528K	1.62%	10
2024 Q4	$1.45M	Buy	+21,958	New	+$1.51M	1.26%	17

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

Nova Wealth Management's XSMO Position: Q2 2026 in Review

Nova Wealth Management reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.6% in Q2 2026, selling an estimated $160K and leaving 22,443 shares worth $2.1M. The position accounts for 1.16% of the portfolio, ranked #19.

Nova Wealth Management first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.09M in Q4 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Nova Wealth Management held 22,443 shares of Invesco S&P SmallCap Momentum ETF worth $2.1M as of Q2 2026.
Nova Wealth Management sold 1,858 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $160K.
Invesco S&P SmallCap Momentum ETF made up 1.16% of Nova Wealth Management's portfolio in Q2 2026, its #19 holding.
Nova Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
Nova Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $3.09M in Q4 2025.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

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