Snowden Capital Advisors’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Snowden Capital 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 Q1	$7.04M	Buy	92,627 +1,677	+2%	+$129K	0.19%	111
2025 Q4	$6.55M	Buy	90,950 +4,702	+5%	+$342K	0.17%	124
2025 Q3	$6.35M	Buy	86,248 +2,055	+2%	+$145K	0.17%	115
2025 Q2	$5.73M	Buy	84,193 +2,900	+4%	+$185K	0.17%	130
2025 Q1	$5.1M	Buy	81,293 +10,649	+15%	+$700K	0.16%	137
2024 Q4	$4.67M	Buy	70,644 +3,038	+4%	+$209K	0.15%	156
2024 Q3	$4.47M	Buy	+67,606	New	+$4.3M	0.13%	190

Other funds holding XSMO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Snowden Capital Advisors's XSMO Position: Q1 2026 in Review

Snowden Capital Advisors increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.8% in Q1 2026, buying an estimated $129K and bringing the position to 92,627 shares worth $7.04M. The position accounts for 0.19% of the portfolio, ranked #111.

Snowden Capital Advisors first reported a position in XSMO in Q3 2024 and has held it in 7 quarters since. 296 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Snowden Capital Advisors held 92,627 shares of Invesco S&P SmallCap Momentum ETF worth $7.04M as of Q1 2026.
Snowden Capital Advisors bought 1,677 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $129K.
Invesco S&P SmallCap Momentum ETF made up 0.19% of Snowden Capital Advisors's portfolio in Q1 2026, its #111 holding.
Snowden Capital Advisors first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 7 quarters since.
296 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.