Sigma Planning Corp
XSMO icon

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
Q3 		$1.59M Sell
19,533
-1,641
-8% -$142K 0.04% 420
2026
Q2 		$1.98M Buy
21,174
+1,832
+9% +$158K 0.05% 371
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 $468B AUM 17.69% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Gratus Wealth Advisors
Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return
River Wealth Advisors
River Wealth Advisors Camp Hill, Pennsylvania $931M AUM 20.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Markowski Investments
Markowski Investments Tampa, Florida $448M AUM
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sigma Planning Corp's XSMO Position: Q3 2026 in Review

Sigma Planning Corp reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 7.8% in Q3 2026, selling an estimated $142K and leaving 19,533 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #420.

Sigma Planning Corp first reported a position in XSMO in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.98M in Q2 2026. 202 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

  • Sigma Planning Corp held 19,533 shares of Invesco S&P SmallCap Momentum ETF worth $1.59M as of Q3 2026.
  • Sigma Planning Corp sold 1,641 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $142K.
  • Invesco S&P SmallCap Momentum ETF made up 0.04% of Sigma Planning Corp's portfolio in Q3 2026, its #420 holding.
  • Sigma Planning Corp first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2019 and has held it in 23 quarters since.
  • Sigma Planning Corp's Invesco S&P SmallCap Momentum ETF position peaked at $1.98M in Q2 2026.
  • 202 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.