SignatureFD’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

SignatureFD’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	$5.52K	Sell	59 -245	-81%	-$21.1K	﹤0.01%	2827
2026 Q1	$23.1K	Buy	304 +245	+415%	+$18.9K	﹤0.01%	2139
2025 Q4	$4.25K	Hold	59	–	–	﹤0.01%	2750
2025 Q3	$4.34K	Hold	59	–	–	﹤0.01%	2730
2025 Q2	$4.01K	Buy	+59	New	+$3.76K	﹤0.01%	2670
2023 Q1	–	Sell	-139	Closed	-$6.53K	–	3394
2022 Q4	$6.53K	Sell	139 -35	-20%	-$1.7K	﹤0.01%	2325
2022 Q3	$8K	Sell	174 -43	-20%	-$2.03K	﹤0.01%	2222
2022 Q2	$10K	Buy	+217	New	+$10.4K	﹤0.01%	2130
2022 Q1	–	Sell	-1,265	Closed	-$71K	–	3349
2021 Q4	$71K	Buy	+1,265	New	+$71.6K	﹤0.01%	1181

Other funds holding XSMO

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

GWA

Gratus Wealth Advisors Virginia Beach, Virginia $786M AUM 21.07% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ACM

Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

FPGK

Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SignatureFD's XSMO Position: Q2 2026 in Review

SignatureFD reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 81% in Q2 2026, selling an estimated $21.1K and leaving 59 shares worth $5.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

SignatureFD first reported a position in XSMO in Q4 2021 and has held it in 9 quarters since. The position peaked at $71K in Q4 2021. 85 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

SignatureFD held 59 shares of Invesco S&P SmallCap Momentum ETF worth $5.52K as of Q2 2026.
SignatureFD sold 245 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $21.1K.
Invesco S&P SmallCap Momentum ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2827 holding.
SignatureFD first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2021 and has held it in 9 quarters since.
SignatureFD's Invesco S&P SmallCap Momentum ETF position peaked at $71K in Q4 2021.
85 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.