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

River 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
Q1 		$23.9M Sell
314,190
-42,439
-12% -$3.27M 2.74% 9
2025
Q4 		$25.7M Buy
356,629
+19,639
+6% +$1.43M 2.88% 8
2025
Q3 		$24.8M Buy
336,990
+13,125
+4% +$928K 2.9% 8
2025
Q2 		$22M Buy
+323,865
New +$20.7M 2.74% 7

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWA
Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

River Wealth Advisors's XSMO Position: Q1 2026 in Review

River Wealth Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 12% in Q1 2026, selling an estimated $3.27M and leaving 314,190 shares worth $23.9M. The position accounts for 2.74% of the portfolio, ranked #9.

River Wealth Advisors first reported a position in XSMO in Q2 2025 and has held it in 4 quarters since. The position peaked at $25.7M in Q4 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • River Wealth Advisors held 314,190 shares of Invesco S&P SmallCap Momentum ETF worth $23.9M as of Q1 2026.
  • River Wealth Advisors sold 42,439 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $3.27M.
  • Invesco S&P SmallCap Momentum ETF made up 2.74% of River Wealth Advisors's portfolio in Q1 2026, its #9 holding.
  • River Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 4 quarters since.
  • River Wealth Advisors's Invesco S&P SmallCap Momentum ETF position peaked at $25.7M in Q4 2025.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.