Signature Estate & Investment Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Signature Estate & Investment 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	$532K	Buy	5,678 +873	+18%	+$75.2K	0.01%	416
2026 Q1	$365K	Sell	4,805 -32	-0.7%	-$2.47K	0.01%	490
2025 Q4	$348K	Buy	4,837 +421	+10%	+$30.7K	0.01%	473
2025 Q3	$325K	Buy	4,416 +154	+4%	+$10.9K	0.01%	471
2025 Q2	$290K	Buy	4,262 +971	+30%	+$61.9K	0.01%	472
2025 Q1	$207K	Buy	+3,291	New	+$216K	0.01%	527

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

Signature Estate & Investment Advisors's XSMO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 18% in Q2 2026, buying an estimated $75.2K and bringing the position to 5,678 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #416.

Signature Estate & Investment Advisors first reported a position in XSMO in Q1 2025 and has held it in 6 quarters since. 322 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Signature Estate & Investment Advisors held 5,678 shares of Invesco S&P SmallCap Momentum ETF worth $532K as of Q2 2026.
Signature Estate & Investment Advisors bought 873 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $75.2K.
Invesco S&P SmallCap Momentum ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #416 holding.
Signature Estate & Investment Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q1 2025 and has held it in 6 quarters since.
322 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.