Perspective Wealth Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Perspective 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 Q2	$3.17M	Buy	33,843 +4,741	+16%	+$409K	1.74%	15
2026 Q1	$2.21M	Buy	29,102 +3,698	+15%	+$285K	1.43%	20
2025 Q4	$1.83M	Buy	+25,404	New	+$1.85M	1.3%	28

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

Perspective Wealth Advisors's XSMO Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 16% in Q2 2026, buying an estimated $409K and bringing the position to 33,843 shares worth $3.17M. The position accounts for 1.74% of the portfolio, ranked #15.

Perspective Wealth Advisors first reported a position in XSMO in Q4 2025 and has held it in 3 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Perspective Wealth Advisors held 33,843 shares of Invesco S&P SmallCap Momentum ETF worth $3.17M as of Q2 2026.
Perspective Wealth Advisors bought 4,741 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $409K.
Invesco S&P SmallCap Momentum ETF made up 1.74% of Perspective Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Perspective Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 3 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.