Sequoia Financial Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sequoia Financial 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	$11.3M	Sell	120,337 -8,427	-7%	-$726K	0.06%	202
2026 Q1	$9.79M	Sell	128,764 -17,090	-12%	-$1.32M	0.05%	210
2025 Q4	$10.5M	Buy	145,854 +58,483	+67%	+$4.26M	0.06%	201
2025 Q3	$6.43M	Sell	87,371 -1,475	-2%	-$104K	0.04%	263
2025 Q2	$6.04M	Sell	88,846 -8,581	-9%	-$547K	0.04%	253
2025 Q1	$6.11M	Buy	97,427 +4,718	+5%	+$310K	0.05%	243
2024 Q4	$6.13M	Buy	+92,709	New	+$6.37M	0.06%	235

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

Sequoia Financial Advisors's XSMO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 6.5% in Q2 2026, selling an estimated $726K and leaving 120,337 shares worth $11.3M. The position accounts for 0.06% of the portfolio, ranked #202.

Sequoia Financial Advisors first reported a position in XSMO in Q4 2024 and has held it in 7 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Sequoia Financial Advisors held 120,337 shares of Invesco S&P SmallCap Momentum ETF worth $11.3M as of Q2 2026.
Sequoia Financial Advisors sold 8,427 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $726K.
Invesco S&P SmallCap Momentum ETF made up 0.06% of Sequoia Financial Advisors's portfolio in Q2 2026, its #202 holding.
Sequoia Financial Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2024 and has held it in 7 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.