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Root Financial Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Root Financial Partners’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 		– Sell
-93
Closed -$7.07K – 3239
2026
Q1 		$7.07K Hold
93
– – ﹤0.01% 1814
2025
Q4 		$6.7K Buy
+93
New +$6.77K ﹤0.01% 1664

Other funds holding XSMO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
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

Root Financial Partners's XSMO Position: Q2 2026 in Review

Root Financial Partners sold out of Invesco S&P SmallCap Momentum ETF (XSMO) in Q2 2026, closing a stake of 93 shares — an estimated $7.07K sold.

Root Financial Partners first reported a position in XSMO in Q4 2025 and held it in 2 quarters. The position peaked at $7.07K in Q1 2026. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

  • Root Financial Partners reported no remaining Invesco S&P SmallCap Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 93 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $7.07K.
  • Root Financial Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's Invesco S&P SmallCap Momentum ETF position peaked at $7.07K in Q1 2026.
  • 324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.