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

SHP 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	$1.82K	Buy	+24	New	+$1.85K	﹤0.01%	1303

Other funds holding XSMO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SHP Wealth Management opened a new position in Invesco S&P SmallCap Momentum ETF (XSMO) in Q1 2026: 24 shares worth $1.82K. The stake represents ﹤0.01% of the portfolio and ranks #1303 among its holdings.

296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

SHP Wealth Management held 24 shares of Invesco S&P SmallCap Momentum ETF worth $1.82K as of Q1 2026.
Invesco S&P SmallCap Momentum ETF was a new SHP Wealth Management position in Q1 2026.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1303 holding.
296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.