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Sankala Group’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sankala Group’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 		$224K Buy
2,960
+301
+11% +$23.2K 0.18% 113
2025
Q4 		$212K Buy
+2,659
New +$194K 0.17% 117

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 $68.3B AUM 20.5% 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 $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

Sankala Group's XSMO Position: Q1 2026 in Review

Sankala Group increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 11% in Q1 2026, buying an estimated $23.2K and bringing the position to 2,960 shares worth $224K. The position accounts for 0.18% of the portfolio, ranked #113.

Sankala Group first reported a position in XSMO in Q4 2025 and has held it in 2 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Sankala Group held 2,960 shares of Invesco S&P SmallCap Momentum ETF worth $224K as of Q1 2026.
  • Sankala Group bought 301 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $23.2K.
  • Invesco S&P SmallCap Momentum ETF made up 0.18% of Sankala Group's portfolio in Q1 2026, its #113 holding.
  • Sankala Group first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2025 and has held it in 2 quarters since.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Sankala Group's 13F filing for Q1 2026, filed 31 Mar 2026.