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Sigma Planning Corp’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Sigma Planning Corp’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 		$1.47M Buy
19,342
+1,140
+6% +$88K 0.04% 424
2025
Q4 		$1.31M Buy
18,202
+1,625
+10% +$118K 0.04% 448
2025
Q3 		$1.22M Buy
16,577
+1,322
+9% +$93.4K 0.03% 458
2025
Q2 		$1.04M Sell
15,255
-730
-5% -$46.6K 0.03% 491
2025
Q1 		$1M Buy
15,985
+2,210
+16% +$145K 0.03% 493
2024
Q4 		$911K Buy
13,775
+2,654
+24% +$182K 0.03% 522
2024
Q3 		$736K Buy
11,121
+6,203
+126% +$395K 0.02% 601
2024
Q2 		$295K Buy
+4,918
New +$293K 0.01% 931
2023
Q3 		– Sell
-7,145
Closed -$346K – 1309
2023
Q2 		$346K Buy
+7,145
New +$327K 0.01% 878
2022
Q4 		– Sell
-6,014
Closed -$261K – 1348
2022
Q3 		$261K Sell
6,014
-3,065
-34% -$145K 0.01% 996
2022
Q2 		$398K Buy
9,079
+2,695
+42% +$129K 0.01% 857
2022
Q1 		$332K Sell
6,384
-1,194
-16% -$61.8K 0.01% 1010
2021
Q4 		$428K Buy
7,578
+71
+0.9% +$4.02K 0.01% 914
2021
Q3 		$400K Sell
7,507
-3,666
-33% -$194K 0.01% 917
2021
Q2 		$611K Sell
11,173
-861
-7% -$44.8K 0.02% 746
2021
Q1 		$626K Buy
+12,034
New +$630K 0.02% 682
2020
Q2 		– Sell
-15,563
Closed -$456K – 1106
2020
Q1 		$456K Buy
15,563
+3,227
+26% +$119K 0.03% 511
2019
Q4 		$486K Buy
12,336
+43
+0.3% +$1.64K 0.02% 605
2019
Q3 		$458K Buy
12,293
+71
+0.6% +$2.68K 0.02% 607
2019
Q2 		$458K Sell
12,222
-99
-0.8% -$3.64K 0.02% 572
2019
Q1 		$449K Buy
+12,321
New +$433K 0.03% 546

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 $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

Sigma Planning Corp's XSMO Position: Q1 2026 in Review

Sigma Planning Corp increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 6.3% in Q1 2026, buying an estimated $88K and bringing the position to 19,342 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #424.

Sigma Planning Corp first reported a position in XSMO in Q1 2019 and has held it in 21 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

  • Sigma Planning Corp held 19,342 shares of Invesco S&P SmallCap Momentum ETF worth $1.47M as of Q1 2026.
  • Sigma Planning Corp bought 1,140 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $88K.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #424 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2019 and has held it in 21 quarters since.
  • 296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.