Peterson Wealth Services’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Peterson Wealth Services’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	$1.04M	Buy	11,090 +1,439	+15%	+$124K	0.23%	76
2026 Q1	$734K	Buy	9,651 +1,383	+17%	+$107K	0.18%	78
2025 Q4	$595K	Buy	8,268 +6,893	+501%	+$502K	0.15%	86
2025 Q3	$504K	Sell	1,375 -5,449	-80%	-$385K	0.12%	97
2025 Q2	$464K	Buy	6,824 +134	+2%	+$8.54K	0.13%	98
2025 Q1	$420K	Buy	+6,690	New	+$440K	0.13%	99

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 $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

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

CWP

Clark Wealth Partners O'fallon, Illinois $177M AUM 22.36% 1-Year Est. Return

SIS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FPGK

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

Peterson Wealth Services's XSMO Position: Q2 2026 in Review

Peterson Wealth Services increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 15% in Q2 2026, buying an estimated $124K and bringing the position to 11,090 shares worth $1.04M. The position accounts for 0.23% of the portfolio, ranked #76.

Peterson Wealth Services first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Peterson Wealth Services held 11,090 shares of Invesco S&P SmallCap Momentum ETF worth $1.04M as of Q2 2026.
Peterson Wealth Services bought 1,439 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $124K.
Invesco S&P SmallCap Momentum ETF made up 0.23% of Peterson Wealth Services's portfolio in Q2 2026, its #76 holding.
Peterson Wealth Services first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.