Markowski Investments’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Markowski Investments’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	$18.3M	Buy	+195,594	New	+$16.9M	4.03%	7

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Markowski Investments's XSMO Position: Q2 2026 in Review

Markowski Investments opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026: 195,594 shares worth $18.3M. The stake represents 4.03% of the portfolio and ranks #7 among its holdings.

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

Markowski Investments held 195,594 shares of Invesco S&P SmallCap Momentum ETF worth $18.3M as of Q2 2026.
Invesco S&P SmallCap Momentum ETF was a new Markowski Investments position in Q2 2026.
Invesco S&P SmallCap Momentum ETF made up 4.03% of Markowski Investments's portfolio in Q2 2026, its #7 holding.
266 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.