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Sculati Wealth Management’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sculati Wealth Management’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 		$569K Sell
7,481
-433
-5% -$33.4K 0.21% 83
2025
Q4 		$570K Sell
7,914
-2,436
-24% -$177K 0.2% 84
2025
Q3 		$761K Sell
10,350
-9,290
-47% -$657K 0.27% 79
2025
Q2 		$1.34M Sell
19,640
-28,802
-59% -$1.84M 0.5% 61
2025
Q1 		$3.04M Buy
48,442
+771
+2% +$50.7K 1.23% 22
2024
Q4 		$3.15M Buy
47,671
+271
+0.6% +$18.6K 1.25% 22
2024
Q3 		$3.14M Buy
47,400
+6,305
+15% +$401K 1.25% 21
2024
Q2 		$2.47M Buy
41,095
+10,821
+36% +$645K 1.05% 29
2024
Q1 		$1.83M Sell
30,274
-322
-1% -$18.4K 0.79% 41
2023
Q4 		$1.73M Buy
30,596
+1,066
+4% +$53.5K 0.81% 41
2023
Q3 		$1.43M Buy
29,530
+1,855
+7% +$91.8K 0.73% 48
2023
Q2 		$1.34M Buy
27,675
+3,030
+12% +$139K 0.68% 50
2023
Q1 		$1.14M Buy
24,645
+2,058
+9% +$98.5K 0.61% 54
2022
Q4 		$1.06M Buy
22,587
+491
+2% +$23.8K 0.6% 58
2022
Q3 		$958K Buy
22,096
+175
+0.8% +$8.26K 0.57% 57
2022
Q2 		$962K Buy
21,921
+764
+4% +$36.7K 0.55% 58
2022
Q1 		$1.1M Buy
21,157
+805
+4% +$41.7K 0.54% 62
2021
Q4 		$1.15M Buy
20,352
+1,182
+6% +$66.9K 0.56% 57
2021
Q3 		$1.02M Buy
19,170
+690
+4% +$36.5K 0.54% 60
2021
Q2 		$1.01M Buy
18,480
+839
+5% +$43.7K 0.54% 58
2021
Q1 		$918K Sell
17,641
-65
-0.4% -$3.4K 0.53% 55
2020
Q4 		$841K Buy
17,706
+1,704
+11% +$75.3K 0.55% 50
2020
Q3 		$640K Buy
16,002
+5,935
+59% +$233K 0.48% 51
2020
Q2 		$364K Buy
+10,067
New +$333K 0.31% 70

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 $691M AUM 14.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sculati Wealth Management's XSMO Position: Q1 2026 in Review

Sculati Wealth Management reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 5.5% in Q1 2026, selling an estimated $33.4K and leaving 7,481 shares worth $569K. The position accounts for 0.21% of the portfolio, ranked #83.

Sculati Wealth Management first reported a position in XSMO in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.15M in Q4 2024. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Sculati Wealth Management held 7,481 shares of Invesco S&P SmallCap Momentum ETF worth $569K as of Q1 2026.
  • Sculati Wealth Management sold 433 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $33.4K.
  • Invesco S&P SmallCap Momentum ETF made up 0.21% of Sculati Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Sculati Wealth Management first reported a position in Invesco S&P SmallCap Momentum ETF in Q2 2020 and has held it in 24 quarters since.
  • Sculati Wealth Management's Invesco S&P SmallCap Momentum ETF position peaked at $3.15M in Q4 2024.
  • 295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Sculati Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.