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

Perigon 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 		$252K Buy
+2,695
New +$232K ﹤0.01% 1227
2025
Q1 		– Sell
-3,532
Closed -$241K – 1106
2024
Q4 		$241K Buy
3,532
+55
+2% +$3.78K 0.01% 894
2024
Q3 		$230K Buy
+3,477
New +$221K 0.01% 884

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

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

Perigon Wealth Management opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 2,695 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #1227 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in XSMO as recently as Q4 2024.

Perigon Wealth Management first reported a position in XSMO in Q3 2024 and has held it in 3 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Perigon Wealth Management held 2,695 shares of Invesco S&P SmallCap Momentum ETF worth $252K as of Q2 2026.
  • Invesco S&P SmallCap Momentum ETF was a new Perigon Wealth Management position in Q2 2026.
  • Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1227 holding.
  • Perigon Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 3 quarters since.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.