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 Q2	$713K	Sell	7,610 -36	-0.5%	-$3.1K	0.92%	28
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 $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

Solutions 4 Wealth's XSMO Position: Q2 2026 in Review

Solutions 4 Wealth reduced its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 0.47% in Q2 2026, selling an estimated $3.1K and leaving 7,610 shares worth $713K. The position accounts for 0.92% of the portfolio, ranked #28.

Solutions 4 Wealth first reported a position in XSMO in Q4 2023 and has held it in 11 quarters since. The position peaked at $722K in Q3 2025. 324 funds tracked by Wall St. Rank hold XSMO as of Q2 2026.

Solutions 4 Wealth held 7,610 shares of Invesco S&P SmallCap Momentum ETF worth $713K as of Q2 2026.
Solutions 4 Wealth sold 36 Invesco S&P SmallCap Momentum ETF shares in Q2 2026, an estimated $3.1K.
Invesco S&P SmallCap Momentum ETF made up 0.92% of Solutions 4 Wealth's portfolio in Q2 2026, its #28 holding.
Solutions 4 Wealth first reported a position in Invesco S&P SmallCap Momentum ETF in Q4 2023 and has held it in 11 quarters since.
Solutions 4 Wealth's Invesco S&P SmallCap Momentum ETF position peaked at $722K in Q3 2025.
324 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.