RWA Wealth Partners’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

RWA Wealth 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	$816K	Sell	8,710 -392	-4%	-$33.8K	0.01%	385
2026 Q1	$692K	Sell	9,102 -168	-2%	-$13K	0.01%	399
2025 Q4	$668K	Sell	9,270 -426	-4%	-$31K	0.01%	393
2025 Q3	$713K	Buy	9,696 +66	+0.7%	+$4.67K	0.01%	387
2025 Q2	$655K	Sell	9,630 -6,778	-41%	-$432K	0.01%	386
2025 Q1	$1.03M	Buy	+16,408	New	+$1.08M	0.01%	318

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

RWA Wealth Partners's XSMO Position: Q2 2026 in Review

RWA Wealth Partners reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 4.3% in Q2 2026, selling an estimated $33.8K and leaving 8,710 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #385.

RWA Wealth Partners first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.03M in Q1 2025. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

RWA Wealth Partners held 8,710 shares of Invesco S&P SmallCap Momentum ETF worth $816K as of Q2 2026.
RWA Wealth Partners sold 392 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $33.8K.
Invesco S&P SmallCap Momentum ETF made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #385 holding.
RWA Wealth Partners first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
RWA Wealth Partners's Invesco S&P SmallCap Momentum ETF position peaked at $1.03M in Q1 2025.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.