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 Q2	$28.9M	Sell	309,168 -5,022	-2%	-$433K	3.03%	8
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 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

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

River Wealth Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.6% in Q2 2026, selling an estimated $433K and leaving 309,168 shares worth $28.9M. The position accounts for 3.03% of the portfolio, ranked #8.

River Wealth Advisors first reported a position in XSMO in Q2 2025 and has held it in 5 quarters since. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

River Wealth Advisors held 309,168 shares of Invesco S&P SmallCap Momentum ETF worth $28.9M as of Q2 2026.
River Wealth Advisors sold 5,022 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $433K.
Invesco S&P SmallCap Momentum ETF made up 3.03% of River Wealth Advisors's portfolio in Q2 2026, its #8 holding.
River Wealth Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2025 and has held it in 5 quarters since.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.