Solutions 4 Wealth’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

Solutions 4 Wealth’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	$581K	Sell	7,646 -274	-3%	-$21.1K	0.87%	31
2025 Q4	$570K	Sell	7,920 -1,892	-19%	-$138K	0.86%	31
2025 Q3	$722K	Buy	9,812 +7	+0.1%	+$495	1.12%	23
2025 Q2	$667K	Buy	9,805 +7	+0.1%	+$446	1.11%	23
2025 Q1	$615K	Buy	9,798 +13	+0.1%	+$855	1.08%	22
2024 Q4	$647K	Buy	9,785 +10	+0.1%	+$687	1.17%	23
2024 Q3	$647K	Buy	9,775 +100	+1%	+$6.37K	1.27%	21
2024 Q2	$581K	Sell	9,675 -36	-0.4%	-$2.15K	1.32%	19
2024 Q1	$586K	Buy	9,711 +4	+0%	+$228	1.65%	16
2023 Q4	$550K	Buy	+9,707	New	+$487K	1.8%	16

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 $691M AUM 14.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Solutions 4 Wealth's XSMO Position: Q1 2026 in Review

Solutions 4 Wealth reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 3.5% in Q1 2026, selling an estimated $21.1K and leaving 7,646 shares worth $581K. The position accounts for 0.87% of the portfolio, ranked #31.

Solutions 4 Wealth first reported a position in XSMO in Q4 2023 and has held it in 10 quarters since. The position peaked at $722K in Q3 2025. 295 funds tracked by Wall St. Rank hold XSMO as of Q1 2026.

Solutions 4 Wealth held 7,646 shares of Invesco S&P SmallCap Momentum ETF worth $581K as of Q1 2026.
Solutions 4 Wealth sold 274 Invesco S&P SmallCap Momentum ETF shares in Q1 2026, an estimated $21.1K.
Invesco S&P SmallCap Momentum ETF made up 0.87% of Solutions 4 Wealth's portfolio in Q1 2026, its #31 holding.
Solutions 4 Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 10 quarters since.
Solutions 4 Wealth's Invesco S&P SmallCap Momentum ETF position peaked at $722K in Q3 2025.
295 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.